AOMiShares Core 40/60 Moderate Allocation ETF
Seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy.
iShares · Since 2008 (17 years)
Annual Cost
0.15%
#583 out of 5,332 ETFs
Fund Size
$1.7B
#732 out of 5,332 ETFs
Dividend Yield
3.00%
Track Record
17 years
#638 out of 5,332 ETFs
Performance
1 Year
+15.1%
3 Years
+10.7%
5 Years
+4.6%
What's inside
Asset class
Strategy
index tracking
Asset allocation
Bonds
59.0%
Stocks
40.0%
Cash
1.0%
Other
0.0%
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 ETFIUSB50.8%
iShares Core S&P 500 ETFIVV22.3%
iShares Core MSCI Intl Dev Mkts ETFIDEV11.3%
iShares Core International Aggt Bd ETFIAGG8.8%
iShares Core MSCI Emerging Markets ETFIEMG4.6%
iShares Core S&P Mid-Cap ETFIJH1.3%
iShares Core S&P Small-Cap ETFIJR0.6%
BlackRock Cash Funds Treasury SL AgencyXTSLA0.2%
Risk profile
Volatility (1Y)
6.4%
Moderate
Max drawdown
-20.0%
Worst peak-to-trough loss
Sharpe (3Y)
0.95
Decent risk-adjusted returns
Sortino (3Y)
1.39
Good downside protection
Bond profile
Credit ratings
US Government
29.3%
AAA
100.0%
Similar ETFs
Data updated on 2026-05-05