{"url":"https://etfiq.com/allocation/moderately-conservative/","section":"allocation","title":"Moderately conservative allocation ETFs: all 6 | ETFIQ","description":"ETFIQ covers 6 moderately conservative allocation ETFs. The largest are AOM ($1.9bn), AOK ($830m) and TBFC ($362m), as of Jun 30 to Oct 7, 2026.","as_of":"Oct 7, 2026","structured_data":[{"@type":"ItemList","name":"Moderately conservative allocation ETFs: all 6","numberOfItems":6,"itemListElement":[{"@type":"ListItem","position":1,"name":"AOM","url":"https://etfiq.com/funds/aom"},{"@type":"ListItem","position":2,"name":"AOK","url":"https://etfiq.com/funds/aok"},{"@type":"ListItem","position":3,"name":"TBFC","url":"https://etfiq.com/funds/tbfc"},{"@type":"ListItem","position":4,"name":"INKM","url":"https://etfiq.com/funds/inkm"},{"@type":"ListItem","position":5,"name":"IRTR","url":"https://etfiq.com/funds/irtr"},{"@type":"ListItem","position":6,"name":"MFUL","url":"https://etfiq.com/funds/mful"}]},{"@type":"ItemList","name":"The 6 largest moderately conservative allocation ETFs","itemListOrder":"https://schema.org/ItemListOrderDescending","numberOfItems":6,"itemListElement":[{"@type":"ListItem","position":1,"name":"AOM","url":"https://etfiq.com/funds/aom"},{"@type":"ListItem","position":2,"name":"AOK","url":"https://etfiq.com/funds/aok"},{"@type":"ListItem","position":3,"name":"TBFC","url":"https://etfiq.com/funds/tbfc"},{"@type":"ListItem","position":4,"name":"INKM","url":"https://etfiq.com/funds/inkm"},{"@type":"ListItem","position":5,"name":"IRTR","url":"https://etfiq.com/funds/irtr"},{"@type":"ListItem","position":6,"name":"MFUL","url":"https://etfiq.com/funds/mful"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Allocation ETFs","item":"https://etfiq.com/allocation/"},{"@type":"ListItem","position":3,"name":"Moderately conservative","item":"https://etfiq.com/allocation/moderately-conservative/"}]},{"@type":"WebPage","name":"Moderately conservative allocation ETFs: all 6","description":"ETFIQ covers 6 moderately conservative allocation ETFs. The largest are AOM ($1.9bn), AOK ($830m) and TBFC ($362m), as of Jun 30 to Oct 7, 2026.","url":"https://etfiq.com/allocation/moderately-conservative/","dateModified":"2026-10-08","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":3360,"truncated":false,"content":"ETFIQ / Allocation ETFs / Moderately conservative \n \n Rebuilt every trading night. Figures as of Oct 7, 2026 .\n Moderately conservative allocation ETFs: all 6\n All 39 funds Moderate 18 Moderately aggressive 8 Conservative 6 Moderately conservative 6 6 moderately conservative allocation ETFs, placed by ETFIQ from each fund\u2019s own filings. A mix of stocks and bonds with more than 30% and up to 50% of net assets in stocks, counted through any funds it holds. ETFIQ places a fund by the share of its net assets in stocks, looked through to what its funds hold, at its latest holdings date. Each is listed with its stock share, its volatility, its one-year return, its gap to the S&P 500, its fee and its net assets. The S&P 500 is a stock market reference here, not a benchmark for a fund that also holds bonds.\n The 6 largest moderately conservative allocation ETFs\n ETFIQ covers 6 moderately conservative allocation ETFs. The largest are AOM ( $1.9bn ), AOK ( $830m ) and TBFC ( $362m ); fees run 0.08% to 1.48% , as of Jun 30 to Oct 7, 2026 .\n AOM iShares Core 40/60 Moderate Allocation ETF $1.9bn 0.15% \n AOK iShares Core 30/70 Conservative Allocation ETF $830m 0.15% \n TBFC The Brinsmere Fund - Conservative ETF $362m 0.44% \n INKM State StreetIncome Allocation ETF $71m 0.50% \n IRTR iShares LifePath Retirement ETF $60m 0.08% \n MFUL Mindful Conservative ETF $7m 1.48% \n \n Every moderately conservative allocation ETF, largest first\n 6 Moderately conservative allocation ETFs, largest first, as of Oct 7, 2026. Stock share is of net assets, looked through to what each fund\u2019s funds hold, at its latest N-PORT, Jun 30 to Jul 31, 2026. Volatility is how much the fund\u2019s daily returns varied, annualised over the years in brackets, where ETFIQ publishes it. Source: ETFIQ. Ticker Fund Tracks Stock share Volatility Total return 1Y vs S&P 500 1Y Fee Net assets \n AOM iShares Core 40/60 Moderate Allocation ETF not read by ETFIQ 41.3% not published +5.9% \u221211.5 pts 0.15% $1.9bn \n AOK iShares Core 30/70 Conservative Allocation ETF not read by ETFIQ 31.1% not published +4.1% \u221213.3 pts 0.15% $830m \n TBFC The Brinsmere Fund - Conservative ETF No index (active) 42.7% not published +6.0% \u221211.4 pts 0.44% $362m \n INKM State StreetIncome Allocation ETF No index (active) 44.8% not published +4.5% \u221212.9 pts 0.50% $71m \n IRTR iShares LifePath Retirement ETF No index (active) 40.2% not published +5.5% \u221211.9 pts 0.08% $60m \n MFUL Mindful Conservative ETF No index (active) 36.2% not published +1.9% \u221215.5 pts 1.48% $7m \n\n Where to next\n Stock ETFs Bond ETFs Commodity ETFs Every core fund Head to head Rankings Every issuer How each fund is placed \n Cite this page. ETFIQ, Moderately conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-conservative/ Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, Moderately conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-conservative/ APA ETFIQ. (Oct 7, 2026). Moderately conservative allocation ETFs: all 6. Retrieved from https://etfiq.com/allocation/moderately-conservative/ Markdown [Moderately conservative allocation ETFs: all 6 (ETFIQ, Oct 7, 2026)](https://etfiq.com/allocation/moderately-conservative/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Moderately conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-conservative/"}