PortfoliosLab logoPortfoliosLab logo

iShares Core Moderate Allocation ETF (AOM) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with AOM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AOM

AOM charges 0.25% annually. There are 12 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.10%.


Best Risk-Adjusted Alternatives to AOM

AOM has a PortfoliosLab risk / return rank of 59. There are 31 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 85.


Top Performing AOM Alternatives (YTD)

AOM is at 4.39% YTD. There are 48 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 43.17%.


Lowest Volatility Alternatives to AOM

AOM has 6.94% 1-year volatility. There are 18 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.


Lowest Drawdown Alternatives to AOM

AOM has a 1-year max drawdown of -5.11%. There are 14 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.48%.


Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $838B.


Often Compared With AOM

Investors most often compare AOM with VSMGX, VOO, VSCGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard LifeStrategy 60/40 FundAllocation--50% to 70% Equity, Diversified Portfolio
67
7.75%
24.50BSep 1994AOM vs VSMGX
Vanguard S&P 500 ETFS&P 500
59
8.19%
1.70TSep 2010AOM vs VOO
Vanguard LifeStrategy 40/60 FundDiversified Portfolio
63
5.32%
11.40BSep 1994AOM vs VSCGX
American Funds American Balanced Fund Class ADiversified Portfolio
82
9.39%
Jul 1975AOM vs ABALX
RPAR Risk Parity ETFHedge Fund
42
4.79%
603.57MDec 2019AOM vs RPAR
American Funds American Balanced Fund Class CDiversified Portfolio
79
9.01%
Jul 1975AOM vs BALCX
Capital Group Core Balanced ETFAllocation--50% to 70% Equity, Diversified Portfolio
50
6.51%
6.93BSep 2023AOM vs CGBL
Angel Oak UltraShort Income FundUltrashort Bond
98
1.51%
Apr 2018AOM vs AOUIX
iShares ESG Aware Moderate Allocation ETFDiversified Portfolio
62
4.48%
8.65MJun 2020AOM vs EAOM
State Street SPDR S&P 500 ETFS&P 500
59
8.15%
765.27BJan 1993AOM vs SPY
Ishares Lifepath Target Date 2030 ETFTarget Retirement Date
62
5.52%
72.28MOct 2023AOM vs ITDB
American Funds Conservative Growth and Income Port...Diversified Portfolio
58
4.70%
May 2012AOM vs INPFX
Cambria Global Asset Allocation ETFDiversified Portfolio
62
6.98%
72.33MDec 2014AOM vs GAA
Xtrackers Short Duration High Yield Bond ETFHigh Yield Bonds
63
1.36%
266.29MJan 2018AOM vs SHYL
The Brinsmere Fund - Growth ETFTactical Allocation
67
8.68%
380.01MJan 2024AOM vs TBFG
Fidelity Asset Manager 20% FundDiversified Portfolio
81
4.48%
Oct 1992AOM vs FASIX
ClearShares OCIO ETFDiversified Portfolio
59
7.89%
171.05MJun 2017AOM vs OCIO
Pacer Swan SOS Fund of Funds ETFDefined Outcome
82
5.23%
577.30MDec 2020AOM vs PSFF
Fidelity Freedom 2025 FundTarget Retirement Date
72
8.38%
Nov 2003AOM vs FFTWX
iShares LifePath Retirement ETFTarget Retirement Date
63
4.55%
55.93MOct 2023AOM vs IRTR

Compare AOM with Any Fund or Stock

Compare AOM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair AOM with funds that move differently

iShares Core Moderate Allocation ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AOM.

Explore AOM Diversifiers