AOM iShares Moderate Allocation ETF

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AOM - Profile

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Investment Themes

Alternative ETFs in the Diversified Portfolio Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The Index is designed to measure the performance of S&P's proprietary moderate target risk allocation model.

Realtime Rating

AOM - Realtime Rating

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Realtime Rating Summary

AOM is a passive ETF that seeks to replicate S&P Target Risk Moderate Index. The Index is designed to measure the performance of S&P's proprietary moderate target risk allocation model.

The adjacent table gives investors an individual Realtime Rating for AOM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Diversified Portfolio with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

AOM Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A- MDIV
Expenses A AOK
Performance
Volatility
Dividend
Concentration

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Alternative ETFs

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Emerging Market ETFs

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AOM In-Depth Analysis

The following tables and charts contain in-depth metrics for AOM and compare it to similar peer ETFs within its ETFdb Category.

Holdings

AOM - Holdings

Filings Data as of: Apr 05, 2015
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Top Ten Holdings

  1. iShares Core Total USD Bond Market
    35.58%
  2. iShares Core S&P 500
    18.31%
  3. iShares Core US Treasury Bond
    13.52%
  4. iShares Core US Credit Bond
    9.96%
  5. iShares Core MSCI Europe
    9.72%
  6. iShares Core MSCI Pacific
    6.36%
  7. iShares Core MSCI Emerging Markets
    4.01%
  8. iShares Core S&P Mid-Cap
    1.67%
  9. iShares Core S&P Small-Cap
    0.69%

Concentration Analysis

This section compares how balanced and deep AOM is relative to the peer group ETFdb Category.

Number of Holdings
AOM Rank:
AOM 10
Category Low
Category High
% Assets in Top 10
AOM Rank:
AOM 99.82%
Category Low
Category High

AOM Asset Allocation

Asset Percentage
U.S. Stocks 20.34%
International Stocks 19.34%
U.S. Bonds 43.57%
International Bonds 7.65%
Preferred Stock 0.2%
Convertibles 0.0%
Cash 7.68%
Other 1.23%

AOM Sector Breakdown

Sector Percentage
Financial Services 6.98%
Technology 5.32%
Health Care 4.8%
Industrials 4.76%
Consumer Cyclical 4.7%
Consumer Defensive 3.72%
Energy 2.56%
Basic Materials 2.24%
Communication Services 1.73%
Real Estate 1.54%
Utilities 1.24%

AOM Market Cap Breakdown

Market Cap Percentage
Giant 18.54%
Large 12.27%
Medium 6.4%
Small 1.7%
Micro 0.26%

AOM Region Breakdown

Region Percentage
U.S. 20.32%
Europe 7.39%
Japan 4.19%
Asia (Developed) 1.96%
Asia (Emerging) 1.66%
Australia 1.28%
Latin America 0.46%
Africa 0.32%
Middle East 0.06%
Canada 0.0%

AOM Market Tier Breakdown

Region Percentage
Developed 36.98%
Emerging 2.67%

AOM Country Breakdown

Country Percentage
United States 62.16%
Canada 0.9%
Japan 4.38%
United Kingdom 3.71%
Germany 1.69%
France 1.58%
Australia 1.47%
Switzerland 1.35%
Supranational 1.02%
China 0.93%
Other 20.81%

AOM Bond Sector Breakdown

Bond Sector Percentage
Treasury 0.0%
TIPS 0.0%
U.S. Agency 0.0%
MBS 0.0%
U.S. Corporate 0.0%
Asset-Backed 0.0%
Convertible 0.0%
Muni 0.0%
Foreign Government 0.0%
Foreign Corporate 0.0%
Other 100.0%

AOM Coupon Breakdown

Coupon Range Percentage
0% to 1% 8.01%
1% to 2% 10.35%
2% to 3% 7.04%
3% to 4% 9.6%
4% to 5% 5.95%
5% to 6% 4.93%
6% to 7% 3.1%
7% to 8% 1.43%
8% to 9% 0.6%
9% to 10% 0.1%
Greater Than 10% 0.09%

AOM Credit Quality

Credit Percentage
AAA 60.44%
AA 5.3%
A 11.78%
BBB 15.48%
BB 2.44%
B 1.34%
Below B 0.74%
Not Rated 2.48%

AOM Maturity Breakdown

Maturity Percentage
Less Than 1 Year 0.0%
1-3 Years 13.78%
3-5 Years 8.77%
5-7 Years 6.4%
7-10 Years 6.34%
10-15 Years 0.74%
15-20 Years 2.42%
20-30 Years 7.51%
30+ Years 5.25%
Expense

AOM - Expenses & Fees

This section compares the cost efficiency of AOM to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
AOM Rank:
AOM 0.31%
Category Low
Category High

Commission Free Trading in AOM

AOM is currently available for commission free trading on the following platforms: (TD Ameritrade)

Category Commission Free Trading

There are 6 other ETFs in the Diversified Portfolio ETFdb Category that are also eligible for commission free trading:

Performance

AOM - Performance

This section shows how AOM has performed relative to its peer group ETFdb Category.

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1 Week Return
AOM Rank:
AOM 0.58%
Category Low
Category High
4 Week Return
AOM Rank:
AOM 1.65%
Category Low
Category High
13 Week Return
AOM Rank:
AOM 2.54%
Category Low
Category High
26 Week Return
AOM Rank:
AOM 4.71%
Category Low
Category High
Year to Date Return
AOM Rank:
AOM 3.15%
Category Low
Category High
1 Year Return
AOM Rank:
AOM 6.00%
Category Low
Category High
3 Year Return
AOM Rank:
AOM 24.66%
Category Low
Category High
5 Year Return
AOM Rank:
AOM 37.34%
Category Low
Category High
Charts

AOM - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of AOM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

AOM - Valuation

This section shows how the P/E multiple of AOM compares to the peer group ETFdb Category.

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P/E Ratio
AOM Rank:
AOM 17.07
Category Low
Category High

As of Apr 24, 2015

Dividend

AOM - Dividend

This section shows how the dividend yield of AOM compares to the peer group ETFdb Category.

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Annual Dividend Yield
AOM Rank:
AOM 2.05%
Category Low
Category High

As of Apr 24, 2015

Technicals

AOM - Technicals

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AOM Volatility Analysis

This section shows how the volatility of AOM compares to the peer group ETFdb Category.

5 Day Volatility
AOM Rank:
AOM 31.89%
Category Low
Category High
20 Day Volatility
AOM Rank:
AOM 4.26%
Category Low
Category High
50 Day Volatility
AOM Rank:
AOM 6.27%
Category Low
Category High
200 Day Volatility
AOM Rank:
AOM 6.57%
Category Low
Category High
Beta
AOM Rank:
AOM 0.58
Category Low
Category High
Standard Deviation
AOM Rank:
AOM 0.48%
Category Low
Category High

AOM Technicals

  • 20 Day MA: $35.87
  • 60 Day MA: $35.52
  • MACD 15 Period: 0.20
  • MACD 100 Period: 0.85
  • Williams % Range 10 Day: 13.64
  • Williams % Range 20 Day: 45.04
  • RSI 10 Day: 66
  • RSI 20 Day: 61
  • RSI 30 Day: 59
  • Ultimate Oscillator: 49

AOM Bollinger Bands

  • Lower Bollinger (10 Day): $35.85
  • Upper Bollinger (10 Day): $36.14
  • Lower Bollinger (20 Day): $35.55
  • Upper Bollinger (20 Day): $36.21
  • Lower Bollinger (30 Day): $35.25
  • Upper Bollinger (30 Day): $36.28

AOM Support & Resistance

  • Support Level 1: $36.06
  • Support Level 2: $35.98
  • Resistance Level 1: $36.22
  • Resistance Level 2: $36.30

AOM Stochastic

  • Stochastic Oscillator %D (1 Day): 46.20
  • Stochastic Oscillator %D (5 Day): 61.53
  • Stochastic Oscillator %K (1 Day): 44.28
  • Stochastic Oscillator %K (5 Day): 57.30
Fact Sheet

AOM - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.