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AOM

iShares Core Moderate Allocation ETF

Fund-of-funds with ~40% equity / 60% fixed income. Conservative-moderate allocation in a single ETF. Good for pre-retirees.

TER
0.15%
AUM
$1.5B
CAGR
6.5%
Volatility
7.6%
Max Drawdown
-18.5%
Data Range
2008-11 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-18.5%
Worst date2022-09

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return5.6%
Best12.8%
Worst-0.4%
% positive98%
174 periods

Key Facts

ISIN
US4642886158
Issuer
BlackRock
Benchmark
S&P Target Risk Moderate Index
Total Expense Ratio (TER)
0.15%
Assets Under Management
$1.5B approx.
Inception Date
2008-11-04
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~7
Backtest this ETFOfficial Fund Page

Who Is This ETF For?

Portfolio stabilizer and income generator. Reduces overall portfolio volatility when paired with equities.

Key Risks to Consider

Interest rate risk: bond prices fall when rates rise.

Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), BlackRock (metadata)Last verified: 2026-04-17