AMOMX vs. AIONX
AMOMX (AQR Large Cap Momentum Style Fund) and AIONX (AQR International Momentum Style Fund Class N) are both mutual funds - AMOMX is a Large Cap Growth Equities fund managed by AQR Funds, while AIONX is a Foreign Large Cap Equities fund tracking the MSCI World Ex-USA Index. A 0.77 correlation means they provide meaningful diversification when combined. AMOMX charges 0.41%/yr vs 0.88%/yr for AIONX.
Performance
AMOMX vs. AIONX - Performance Comparison
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Returns By Period
AMOMX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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AIONX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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AMOMX vs. AIONX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMOMX AQR Large Cap Momentum Style Fund | 11.26% | 15.36% | 27.62% | 18.17% | -18.00% | 26.01% | 26.86% | 29.20% | -4.01% | 23.87% |
AIONX AQR International Momentum Style Fund Class N | 6.03% | 34.58% | 8.41% | 16.39% | -19.64% | 11.72% | 16.32% | 22.29% | -15.50% | 24.99% |
Correlation
The correlation between AMOMX and AIONX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.77 |
The correlation between AMOMX and AIONX has been stable across timeframes, ranging from 0.74 to 0.78 - a consistent structural relationship.
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Return for Risk
AMOMX vs. AIONX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AQR Large Cap Momentum Style Fund (AMOMX) and AQR International Momentum Style Fund Class N (AIONX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
AMOMX vs. AIONX - Drawdown Comparison
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Volatility
AMOMX vs. AIONX - Volatility Comparison
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AMOMX vs. AIONX - Expense Ratio Comparison
AMOMX has a 0.41% expense ratio, which is lower than AIONX's 0.88% expense ratio.
Dividends
AMOMX vs. AIONX - Dividend Comparison
AMOMX's dividend yield for the trailing twelve months is around 30.65%, more than AIONX's 20.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIONX AQR International Momentum Style Fund Class N | 20.01% | 14.62% | 21.87% | 11.32% | 2.62% | 1.77% | 0.95% | 2.12% | 1.85% | 1.96% | 2.23% | 1.30% |
AMOMX AQR Large Cap Momentum Style Fund | 30.65% | 25.49% | 14.05% | 14.08% | 10.95% | 17.95% | 16.14% | 10.22% | 12.17% | 9.15% | 8.23% | 8.44% |
Frequently Asked Questions
AMOMX and AIONX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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