iShares Core Moderate Allocation ETF

AOM

Börsenwert 1,93 Mrd. $

Checking your brokerage app every morning feels responsible, but Morningstar's research suggests it costs retirees far more than any fee ever could. Three iShares ETFs are specifically engineered to make you stop looking, and that boredom is exactly the point.

iShares Core Moderate Allocation ETF delivers a 40/60 global equity-bond mix, emphasizing moderate risk and low volatility. AOM maintains the lowest expense ratio (0.15%) among peers, but lags in total and risk-adjusted returns since 2019.

Volatile markets revive interest in multi-asset ETFs like AOR, AOA, AOM, AOK and MDIV for balanced growth, income and diversification.

The Vanguard S&P 500 ETF (VOO) remains one of the top exchange traded funds (ETFs) in the market, and for good reason.

Retirees looking for more of a one-stop-shop investment solution that takes care of asset allocation may wish to check out some of the “balanced” ETF offerings offered by iShares.

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 liquidity and transparency, making it a solid choice for those wary of overvalued equities. Historical performance shows the Fund's resilience during recessions, with lower drawdowns compared to more aggressive funds like AOA.

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 significant allocation to U.S. bonds and large-cap stocks, with additional exposure to international and emerging markets. Compared to peers, AOM's moderate approach and global diversification make it suitable for investors seeking stability over aggressive growth.

Pimco Chief Investment Officer ( CIO ) Dan Ivascyn Recently told Morningstar.com's Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is through the use of asset allocation ETFs.

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 risk. In a comparison with a few multi-asset tactical ETFs, the best performer is an actively managed fund holding U.S. stocks and bond futures.

The U.S. market is in great shape as 2023 comes to a close, thanks mainly to a less-hawkish Fed, an Artificial Intelligence (AI) boom and dissipating global growth worries. This is how you can navigate the record high market.