# Moderately conservative allocation ETFs: all 6

> 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.

Data as of Oct 7, 2026. Rebuilt every trading night.

Rebuilt every trading night. Figures as of Oct 7, 2026 .

## Moderately conservative allocation ETFs: all 6

6 moderately conservative allocation ETFs, placed by ETFIQ from each fund’s 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.

### The 6 largest moderately conservative allocation ETFs

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 .

- AOM iShares Core 40/60 Moderate Allocation ETF $1.9bn 0.15%

- AOK iShares Core 30/70 Conservative Allocation ETF $830m 0.15%

- TBFC The Brinsmere Fund - Conservative ETF $362m 0.44%

- INKM State StreetIncome Allocation ETF $71m 0.50%

- IRTR iShares LifePath Retirement ETF $60m 0.08%

- MFUL Mindful Conservative ETF $7m 1.48%

### Every moderately conservative allocation ETF, largest first

| Ticker | Fund | Tracks | Stock share | Volatility | Total return 1Y | vs S&P 500 1Y | Fee | Net assets |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| AOM | iShares Core 40/60 Moderate Allocation ETF | not read by ETFIQ | 41.3% | not published | +5.9% | −11.5 pts | 0.15% | $1.9bn |
| AOK | iShares Core 30/70 Conservative Allocation ETF | not read by ETFIQ | 31.1% | not published | +4.1% | −13.3 pts | 0.15% | $830m |
| TBFC | The Brinsmere Fund - Conservative ETF | No index (active) | 42.7% | not published | +6.0% | −11.4 pts | 0.44% | $362m |
| INKM | State StreetIncome Allocation ETF | No index (active) | 44.8% | not published | +4.5% | −12.9 pts | 0.50% | $71m |
| IRTR | iShares LifePath Retirement ETF | No index (active) | 40.2% | not published | +5.5% | −11.9 pts | 0.08% | $60m |
| MFUL | Mindful Conservative ETF | No index (active) | 36.2% | not published | +1.9% | −15.5 pts | 1.48% | $7m |

### Where to next

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Moderately conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-conservative/
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/allocation/moderately-conservative/