AAHYX vs. AOM
Compare and contrast key facts about Thrivent Diversified Income Plus Fund (AAHYX) and iShares Core Moderate Allocation ETF (AOM).
AAHYX is managed by Thrivent. It was launched on Jan 7, 1997. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Performance
AAHYX vs. AOM - Performance Comparison
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AAHYX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAHYX Thrivent Diversified Income Plus Fund | -0.63% | 9.57% | 6.80% | 9.27% | -12.64% | 6.22% | 6.67% | 13.12% | -3.08% | 8.98% |
AOM iShares Core Moderate Allocation ETF | -0.33% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Returns By Period
In the year-to-date period, AAHYX achieves a -0.63% return, which is significantly lower than AOM's -0.33% return. Over the past 10 years, AAHYX has underperformed AOM with an annualized return of 4.75%, while AOM has yielded a comparatively higher 5.87% annualized return.
AAHYX
- 1D
- 0.48%
- 1M
- -2.64%
- YTD
- -0.63%
- 6M
- 0.97%
- 1Y
- 7.87%
- 3Y*
- 7.11%
- 5Y*
- 2.98%
- 10Y*
- 4.75%
AOM
- 1D
- 0.06%
- 1M
- -2.08%
- YTD
- -0.33%
- 6M
- 1.20%
- 1Y
- 11.09%
- 3Y*
- 9.14%
- 5Y*
- 4.30%
- 10Y*
- 5.87%
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AAHYX vs. AOM - Expense Ratio Comparison
AAHYX has a 0.94% expense ratio, which is higher than AOM's 0.25% expense ratio.
Return for Risk
AAHYX vs. AOM — Risk / Return Rank
AAHYX
AOM
AAHYX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Diversified Income Plus Fund (AAHYX) and iShares Core Moderate Allocation ETF (AOM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAHYX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.35 | +0.28 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.96 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.17 | +0.11 |
Martin ratioReturn relative to average drawdown | 8.86 | 8.62 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAHYX | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.35 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.67 | +0.03 |
Correlation
The correlation between AAHYX and AOM is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAHYX vs. AOM - Dividend Comparison
AAHYX's dividend yield for the trailing twelve months is around 3.48%, more than AOM's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHYX Thrivent Diversified Income Plus Fund | 3.48% | 3.73% | 3.83% | 3.55% | 3.10% | 6.31% | 2.44% | 3.54% | 5.72% | 2.85% | 3.39% | 3.31% |
AOM iShares Core Moderate Allocation ETF | 3.14% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
Drawdowns
AAHYX vs. AOM - Drawdown Comparison
The maximum AAHYX drawdown since its inception was -34.18%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for AAHYX and AOM.
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Drawdown Indicators
| AAHYX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.18% | -19.96% | -14.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.68% | -5.11% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -16.52% | -19.96% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -20.04% | -19.96% | -0.08% |
Current DrawdownCurrent decline from peak | -2.95% | -3.23% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -2.72% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.35% | -0.40% |
Volatility
AAHYX vs. AOM - Volatility Comparison
The current volatility for Thrivent Diversified Income Plus Fund (AAHYX) is 1.99%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 3.26%. This indicates that AAHYX experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAHYX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 3.26% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 3.05% | 4.88% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.03% | 8.24% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.73% | 8.09% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 7.90% | -1.90% |