AOM vs. ABALX

In the year-to-date period, AOM achieves a 3.67% return, which is significantly higher than ABALX's 3.33% return. Over the past 10 years, AOM has underperformed ABALX with an annualized return of 4.86%, while ABALX has yielded a comparatively higher 8.27% annualized return.

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AOM has a 0.25% expense ratio, which is lower than ABALX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and American Funds American Balanced Fund Class A (ABALX). 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.

The current AOM Sharpe Ratio is 1.11, which is comparable to the ABALX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of AOM and ABALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AOM's dividend yield for the trailing twelve months is around 3.06%, less than ABALX's 6.98% yield.

The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum ABALX drawdown of -40.12%. Use the drawdown chart below to compare losses from any high point for AOM and ABALX.

The current volatility for iShares Core Moderate Allocation ETF (AOM) is 1.85%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 2.70%. This indicates that AOM experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.