Why These 3 ETFs Are a Gentle First Step for a 66-Year-Old Who Owns Nothing but Bonds

AOM holds roughly 60% bonds and 40% stocks in one ticker, giving a bond-heavy investor global diversification with modest equity exposure.

24/7 Wall Street • 4 hours ago

Retirees Who Check Their Balance Every Day Sell at the Worst Times. These 3 ETFs Are Built to Be Ignored for a Decade

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.

24/7 Wall Street • Sep 23, 2026

AOM: Multi-Asset ETF With Low Risk, But A Caveat

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.

Seeking Alpha • Feb 3, 2026

Should You Invest in Multi-Asset ETFs Now?

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

Zacks Investment Research • May 23, 2025

I Used to Funnel All of My Savings into VOO, But These 3 ETFs Offer a More Balanced Approach

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

24/7 Wall Street • Apr 8, 2025

Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth

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.

24/7 Wall Street • Mar 8, 2025

AOM: If You Think The Equity Market Is Overvalued, This ETF Is For You

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.

Seeking Alpha • Jan 3, 2025

AOM: A Better Cycle Ahead

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.

Seeking Alpha • Oct 25, 2024

Asset Allocation Alert: 3 ETFs to Get You to a 40/60 Portfolio

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.

InvestorPlace • Jul 26, 2024

AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out

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.

Seeking Alpha • Jan 25, 2024