AOKiShares Core 30/70 Conservative Allocation ETF
Seeks to track investment results of a conservative target risk allocation index.
iShares · Since 2008 (17 years)
Annual Cost
0.15%
#583 out of 5,332 ETFs
Fund Size
$743M
#1173 out of 5,332 ETFs
Dividend Yield
3.35%
Track Record
17 years
#638 out of 5,332 ETFs
Performance
1 Year
+12.5%
3 Years
+9.0%
5 Years
+3.6%
What's inside
Asset class
Strategy
active selection
Asset allocation
Bonds
68.9%
Stocks
30.0%
Cash
1.0%
Sector breakdown
Technology
25.3%
Financial Services
16.6%
Industrials
12.1%
Consumer Cyclical
9.6%
Healthcare
8.8%
Communication
7.8%
Consumer Defensive
5.3%
Energy
4.8%
Other
9.7%
Top holdings
iShares Core Universal USD Bond ETFIUSB59.4%
iShares Core S&P 500 ETFIVV16.8%
iShares Core International Aggt Bd ETFIAGG10.3%
iShares Core MSCI Intl Dev Mkts ETFIDEV8.5%
iShares Core MSCI Emerging Markets ETFIEMG3.4%
iShares Core S&P Mid-Cap ETFIJH1.0%
iShares Core S&P Small-Cap ETFIJR0.5%
BlackRock Cash Funds Treasury SL AgencyXTSLA0.1%
Risk profile
Volatility (1Y)
5.6%
Moderate
Max drawdown
-18.9%
Worst peak-to-trough loss
Sharpe (3Y)
0.84
Decent risk-adjusted returns
Sortino (3Y)
1.21
Good downside protection
Bond profile
Credit ratings
US Government
34.3%
AAA
100.0%
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Data updated on 2026-05-05