ETF overview
Designed to mirror a benchmark, the iShares Core 60/40 Balanced Allocation ETF invests in a blend of equity and fixed income instruments through underlying funds. Its objective is to capture the returns of an investment strategy balancing growth opportunities with a predefined risk profile.
Fund facts
- Expense ratio
- 0.20%
- Fund assets
- 3.88B USD (all share classes)
- Issuer
- iShares
- Inception date
- Nov 4, 2008
- Number of holdings
- 33,902
Breakdown
Holdings (33,902)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 2.81% |
| APPLE | AAPL | 2.67% |
| MICROSOFT | MSFT | 2.14% |
| AMAZON.COM INC | AMZN | 1.34% |
| ALPHABET CLASS A | GOOGL | 1.10% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 0.91% |
| ALPHABET CLASS C | GOOG | 0.88% |
| BROADCOM INC | AVGO | 0.88% |
| META PLATFORMS CLASS A | META | 0.87% |
| MICRON TECHNOLOGY | MU | 0.56% |
| and 33,889 more | ||
Similar ETFs
- iShares Core 80/20 Aggressive Allocation ETFAOA · Overlap 73% · Expense ratio 0.19%
- iShares LifePath Target Date 2040 ETFITDD · Overlap 70% · Expense ratio 0.11%
- iShares Core 40/60 Moderate Allocation ETFAOM · Overlap 70% · Expense ratio 0.20%
- iShares LifePath Target Date 2045 ETFITDE · Overlap 66% · Expense ratio 0.11%
- iShares LifePath Target Date 2050 ETFITDF · Overlap 62% · Expense ratio 0.11%
- iShares LifePath Target Date 2030 ETFITDB · Overlap 62% · Expense ratio 0.09%
- Vanguard Total World Stock ETFVT · Overlap 60% · Expense ratio 0.06%
- iShares MSCI ACWI ETFACWI · Overlap 56% · Expense ratio 0.32%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.20%
- Fund assets
- 3.88B USD (all share classes)
- Issuer
- iShares
- Inception date
- Nov 4, 2008
- Number of holdings
- 33,902
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 2.81% |
| APPLE | AAPL | 2.67% |
| MICROSOFT | MSFT | 2.14% |
| AMAZON.COM INC | AMZN | 1.34% |
| ALPHABET CLASS A | GOOGL | 1.10% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 0.91% |
| ALPHABET CLASS C | GOOG | 0.88% |
| BROADCOM INC | AVGO | 0.88% |
| META PLATFORMS CLASS A | META | 0.87% |
| MICRON TECHNOLOGY | MU | 0.56% |
| and 33,889 more | ||
Designed to mirror a benchmark, the iShares Core 60/40 Balanced Allocation ETF invests in a blend of equity and fixed income instruments through underlying funds. Its objective is to capture the returns of an investment strategy balancing growth opportunities with a predefined risk profile.
- iShares Core 80/20 Aggressive Allocation ETFAOA · Overlap 73% · Expense ratio 0.19%
- iShares LifePath Target Date 2040 ETFITDD · Overlap 70% · Expense ratio 0.11%
- iShares Core 40/60 Moderate Allocation ETFAOM · Overlap 70% · Expense ratio 0.20%
- iShares LifePath Target Date 2045 ETFITDE · Overlap 66% · Expense ratio 0.11%
- iShares LifePath Target Date 2050 ETFITDF · Overlap 62% · Expense ratio 0.11%
- iShares LifePath Target Date 2030 ETFITDB · Overlap 62% · Expense ratio 0.09%
- Vanguard Total World Stock ETFVT · Overlap 60% · Expense ratio 0.06%
- iShares MSCI ACWI ETFACWI · Overlap 56% · Expense ratio 0.32%
Overlap is the share of assets the two funds hold in common.
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