Passive

iShares Core 40/60 Moderate Allocation ETF

The iShares Core Moderate Allocation ETF (the “Fund”) seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy.

$48.83

Key Metrics

TER 0.20% per year
Distribution policy Distributing
Fund size USD 1,721 M
Inception date November 4, 2008
Holdings 9
Fund currency USD
Fund domicile US
Provider iShares
For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

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Historical Return

Last updated: Jul 15, 2026
1 Year +8.5% +3.1% Div
3 Years (avg.) +6.6% +3.1% Div
5 Years (avg.) +1.8% +3.1% Div

Risk & Analysis Metrics

Last updated: Jul 15, 2026

Volatility

6.65% 1 Year
7.38% 3 Years
8.22% 5 Years
7.99% 10 Years

Max Drawdown

-5.09% 1 Year
-7.95% 3 Years
-21.59% 5 Years
-21.59% 10 Years

Sharpe Ratio

0.49 1 Year
0.29 3 Years
-0.28 5 Years
-0.10 10 Years

Return Triangle (Heatmap)

Last updated: Jul 15, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -0.5% 2.5% 4.0% 3.7% 2.3% 2.6% 3.3% 2.0% 3.1% 3.5% 3.7% 1.9% 2.4% 2.6% 3.1%
2012 5.7% 6.3% 5.2% 3.0% 3.2% 4.0% 2.4% 3.6% 4.0% 4.1% 2.1% 2.6% 2.8% 3.3%
2013 6.9% 4.9% 2.2% 2.6% 3.6% 1.9% 3.3% 3.8% 4.0% 1.7% 2.3% 2.6% 3.1%
2014 3.0% -0.1% 1.2% 2.8% 0.9% 2.7% 3.4% 3.6% 1.2% 1.9% 2.2% 2.8%
2015 -3.1% 0.4% 2.8% 0.4% 2.7% 3.4% 3.7% 1.0% 1.8% 2.1% 2.8%
2016 4.0% 5.9% 1.6% 4.2% 4.8% 4.9% 1.5% 2.4% 2.7% 3.4%
2017 7.8% 0.4% 4.2% 5.0% 5.1% 1.2% 2.2% 2.6% 3.4%
2018 -6.5% 2.5% 4.1% 4.4% -0.1% 1.3% 1.8% 2.8%
2019 12.4% 9.8% 8.3% 1.5% 2.9% 3.3% 4.2%
2020 7.2% 6.3% -1.8% 0.7% 1.6% 2.9%
2021 5.4% -6.1% -1.4% 0.2% 2.1%
2022 -16.4% -4.7% -1.5% 1.3%
2023 8.7% 6.9% 8.0%
2024 5.3% 7.6%
2025 10.0%

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

Latest News

No news available for this ETF yet.

Countries

Other 58.9%
United States 24.8%
Japan 2.5%
United Kingdom 1.5%
Canada 1.4%
Taiwan (Province of China) 1.2%
Switzerland 1.0%
Korea (the Republic of) 0.8%
Germany 0.8%
France 0.8%
China 0.8%
Australia 0.7%
Netherlands 0.6%
India 0.6%
Ireland 0.4%
Sweden 0.4%
Spain 0.4%
Italy 0.3%
Singapore 0.3%
Hong Kong 0.2%
Denmark 0.2%
Brazil 0.2%
Israel 0.2%
South Africa 0.1%
Finland 0.1%
Saudi Arabia 0.1%
Belgium 0.1%
Norway 0.1%
Mexico 0.1%
Malaysia 0.1%
Poland 0.1%
Thailand 0.1%
Austria 0.1%
Bermuda 0.1%
Luxembourg 0.0%
Greece 0.0%
Qatar 0.0%
United Arab Emirates 0.0%
Indonesia 0.0%
Turkey 0.0%
Chile 0.0%
Kuwait 0.0%
Portugal 0.0%
New Zealand 0.0%
Philippines 0.0%
Czechia 0.0%
Cayman Islands 0.0%
Peru 0.0%
Colombia 0.0%
Hungary 0.0%
Other 0.0%

No investments found

This ETF does not have any holdings data available yet.