iShares Core 40/60 Moderate Allocation ETF (AOM)
| Assets | $1.69B |
| Expense Ratio | 0.15% |
| PE Ratio | n/a |
| Shares Out | 35.15M |
| Dividend (ttm) | $1.42 |
| Dividend Yield | 2.94% |
| Ex-Dividend Date | Dec 23, 2025 |
| Payout Frequency | Quarterly |
| Payout Ratio | n/a |
| Volume | 123,046 |
| Open | 48.43 |
| Previous Close | 48.43 |
| Day's Range | 48.38 - 48.54 |
| 52-Week Low | 41.20 |
| 52-Week High | 48.69 |
| Beta | 0.52 |
| Holdings | 9 |
| Inception Date | Nov 4, 2008 |
About AOM
Fund Home PageThe iShares Core 40/60 Moderate Allocation ETF (AOM) is an exchange-traded fund that is based on the S&P Target Risk Moderate index. The fund tracks a proprietary index that provides exposure to fixed income securities, with a smaller exposure to equities in order to seek current income, some capital preservation, and modest capital appreciation. AOM was launched on Nov 4, 2008 and is issued by BlackRock.
Top Holdings
| Name | Symbol | Weight |
|---|---|---|
| iShares Core Total USD Bond Market ETF | IUSB | 49.92% |
| iShares Core S&P 500 ETF | IVV | 23.17% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 11.55% |
| iShares Core International Aggregate Bond ETF | IAGG | 8.65% |
| iShares Core MSCI Emerging Markets ETF | IEMG | 4.71% |
| iShares Core S&P Mid-Cap ETF | IJH | 1.30% |
| iShares Core S&P Small Cap ETF | IJR | 0.62% |
| BLK CSH FND TREASURY SL AGENCY | XTSLA | 0.09% |
| USD CASH | USD | -0.01% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $0.53256 | Dec 29, 2025 |
| Oct 2, 2025 | $0.26841 | Oct 7, 2025 |
| Jul 2, 2025 | $0.37357 | Jul 8, 2025 |
| Apr 2, 2025 | $0.24736 | Apr 7, 2025 |
| Dec 20, 2024 | $0.52721 | Dec 26, 2024 |
| Oct 2, 2024 | $0.26061 | Oct 7, 2024 |
Performance
AOM had a total return of 13.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.06%.
News
AOM: If You Think The Equity Market Is Overvalued, This ETF Is For You
iShares Core Moderate Allocation ETF offers a conservative 60% fixed income/40% equities allocation, ideal for cautious investors in 2025. AOM's composition includes diversified ETFs, ensuring liquidi...
AOM: A Better Cycle Ahead
The iShares Core Moderate Allocation ETF offers a balanced blend of global stocks and bonds, targeting moderate risk and consistent returns for long-term investors. AOM's portfolio includes a signific...
AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out
iShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes. Its exposure to foreign securities is about 25%, which implies some currency ri...
AOM: Multi-Asset Class Index ETF, Better Choices Out There
AOM is a diversified, multi-asset class index ETF that offers investors few significant benefits and compares unfavorably to some of its peers. Vanguard's suite of target retirement funds offer better...
AOM: Outdated And Uninspiring
AOM is iShares Core Moderate Allocation ETF. 40% equity and 60% bonds.
AOM: This Asset Allocation ETF Is Not Even Moderately Interesting
I am highly critical of the usefulness of traditional stock-bond allocation ETFs. AOM is no exception. This ETF is more like an excuse to gather assets than a vehicle for investors seeking alpha.
AOM: A Balanced Fund Worth A Look
This article is about iShares Core Moderate Allocation ETF. It is an interesting fund because it is actually a "fund of funds".