AOM vs EAOM
iShares Core 40/60 Moderate Allocation ETF vs iShares ESG Aware 40/60 Moderate Allocation ETF
Which is better, AOM or EAOM?
Nearly the same fund. AOM costs less.
AOM has a lower expense ratio. AOM led over the full window, EAOM over 1Y. The two have moved almost in lockstep, correlation 0.99.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AOM | EAOM |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.18% |
| AUM | $1.9B | $9M |
| Dividend Yield | 3.05% | 2.89% |
| Holdings | 18 | 7 |
| Volatility (annualized) | 8.5%Best | 8.8% |
| Max Drawdown | -20.0%Best | -20.7% |
| $10,000 over 6.1 years | $14,425Best | $13,846 |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Allocation/Balanced | Allocation/Balanced |
| Style | Debt-oriented balanced | Debt-oriented balanced |
| Inception | Nov 4, 2008 | Jun 12, 2020 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 62 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AOM has data through Oct 13, 2026 and EAOM through Aug 12, 2026.
Volatility and max drawdown, and the $10,000 over 6.1 years row, are measured over the window both funds cover: Jun 18, 2020 to Aug 12, 2026 (6.1 years).
Risk: Volatility and Drawdowns
EAOM has been the more volatile fund, with annualized monthly volatility of 8.8% compared with 8.5% for AOM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.0% for AOM and -20.7% for EAOM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AOM charges 0.15% per year while EAOM charges 0.18%. On a $10,000 position that is $15 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, AOM currently yields 3.05% against 2.89% for EAOM.
Holdings Overlap
0.1% of AOM's money is in holdings EAOM also owns. 0.1% of EAOM's money is in holdings AOM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 8 positions we hold weights for in AOM and 6 in EAOM, against full books of 18 and 7.
What only one of them owns
Our book lists 5 positions for EAOM that do not appear in our book for AOM (99.9% of the fund), and 7 for AOM that do not appear in EAOM (99.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AOM | Weight in EAOM | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 0.10% | 0.10% | 0.00% |
You are not choosing between two funds in isolation.
Whichever of AOM and EAOM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AOM or EAOM?
AOM has an expense ratio of 0.15% while EAOM charges 0.18%. AOM is the cheaper option, by $3 a year on a $10,000 investment.
Which is riskier, AOM or EAOM?
EAOM has been the more volatile fund at 8.8% annualized versus 8.5% for AOM. Worst drawdown: AOM -20.0% vs EAOM -20.7%.
Should I hold both AOM and EAOM?
AOM and EAOM have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AOM or EAOM?
AOM yields 3.05% while EAOM yields 2.89%, so AOM currently pays the higher dividend yield.
Is EAOM better than AOM?
AOM has a lower expense ratio. AOM led over the full window, EAOM over 1Y. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.