AOM ETF Report: Ratings, Analysis, Quotes, Holdings

Competing ETFs: AOR, PSMB, AOA, AOK, PSMG

Related ETF Channels: Moderate, Global, Target Risk, Asset Allocation ETFs, Fixed Asset Allocation

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*Unless otherwise stated, data provided by FactSet.

AOM Fund Description

AOM 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 Factset Analytics Insight

AOM is one of four target-risk strategies offered by iShares. The fund invests exclusively in iShares ETFs aiming for exposure that is consistent with a moderate risk tolerance. The underlying ETFs are vanilla in nature, meaning market-cap-weighted for equity and market-value-weighted for fixed income, with the emphasis on top-line allocation and no security selection. Domestic fixed-income accounts for roughly half of AOM's portfolio, making it a more conservative play than one might expect for the level of risk being targeted. As a result, the iShares Core Total US Bond Market ETF (IUSB) dominates the portfolio, carrying almost a third of its weight. AOM has adequate liquidity for most traders, with decent daily volume and manageable spreads. AOM has accumulated a significant asset base, and the fund's expense ratio is well priced compared with most multi-asset ETF expense ratios.

AOM Charts And Performance

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PERFORMANCE [as of 01/22/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS

AOM 1.73% 4.50% 1.32% 14.85% 7.66% 5.41% 6.17%

AOM (NAV) 1.54% 4.40% 1.31% 14.60% 7.63% 5.38% 6.20%

S&P Target Risk Moderate 1.56% 4.45% 1.32% 14.83% 7.79% 5.52% 6.20%

N/A -- -- -- -- -- -- --

All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

AOM Summary Data

Blackrock

iShares

11/04/08

Open-Ended Fund

0.25%

$1.24B

0.08%

Fund Home Page

AOM Portfolio Data

2.63%

04/02/20

AOM Index Data

S&P Target Risk Moderate

Proprietary

N/A

AOM Fund Structure

Yes

80% / 20%

N/A

Low

N/A

Leverage Reset Frequency N/A

AOM Tax Exposures

20.00% / 39.60%

0.52%

Cboe Book Viewer

Top Of Book

Last 10 Trades

Bats BZX Real-time Quote -

AOM Factset Analytics Block Liquidity

As of 01/23/20

This measurement shows how easy it is to trade a $1 million USD block of AOM. AOM is rated a 2 out of 5.

AOM Tradability

201,166

$8.01M

163,096

$6.46M

0.08%

$0.03

0.02%

0.20% / -0.19%

None

100.00%

50,000

3.25

0.01%

7.38%

$40.62

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