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AOM vs. AOK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

AOM vs. AOK

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and iShares Core Conservative Allocation ETF (AOK).

AOM and AOK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. AOK is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Conservative Index. It was launched on Nov 4, 2008. Both AOM and AOK are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

AOM vs. AOK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core Moderate Allocation ETF (AOM) and iShares Core Conservative Allocation ETF (AOK). The values are adjusted to include any dividend payments, if applicable.

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AOM vs. AOK - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
AOM
iShares Core Moderate Allocation ETF		-0.40%13.28%7.95%12.38%-14.54%6.93%10.02%15.58%-3.88%11.63%
AOK
iShares Core Conservative Allocation ETF		0.12%11.26%6.58%10.85%-14.16%4.87%9.33%13.90%-3.09%9.70%

Returns By Period

In the year-to-date period, AOM achieves a -0.40% return, which is significantly lower than AOK's 0.12% return. Over the past 10 years, AOM has outperformed AOK with an annualized return of 5.86%, while AOK has yielded a comparatively lower 4.88% annualized return.

AOM

1D
0.36%
1M
-2.76%
YTD
-0.40%
6M
1.26%
1Y
11.52%
3Y*
9.29%
5Y*
4.29%
10Y*
5.86%

AOK

1D
0.30%
1M
-2.35%
YTD
0.12%
6M
1.18%
1Y
9.60%
3Y*
8.05%
5Y*
3.38%
10Y*
4.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core Moderate Allocation ETF

iShares Core Conservative Allocation ETF

Often compared with AOM:
AOM vs. AORAOM vs. AOAAOM vs. VSMGXAOM vs. VOOAOM vs. VSCGXAOM vs. ABALXAOM vs. RPAR
Often compared with AOK:
AOK vs. AOAAOK vs. SGOVAOK vs. AGGAOK vs. VOOAOK vs. VTAOK vs. EAOMAOK vs. VTI

AOM vs. AOK - Expense Ratio Comparison

Both AOM and AOK have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

AOM
iShares Core Moderate Allocation ETF
AOK
iShares Core Conservative Allocation ETF

Return for Risk

AOM vs. AOK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AOM
AOM Risk / Return Rank: 7777
Overall Rank
AOM Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
AOM Sortino Ratio Rank: 7777
Sortino Ratio Rank
AOM Omega Ratio Rank: 7575
Omega Ratio Rank
AOM Calmar Ratio Rank: 7878
Calmar Ratio Rank
AOM Martin Ratio Rank: 7878
Martin Ratio Rank
AOK
AOK Risk / Return Rank: 7676
Overall Rank
AOK Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
AOK Sortino Ratio Rank: 7575
Sortino Ratio Rank
AOK Omega Ratio Rank: 7474
Omega Ratio Rank
AOK Calmar Ratio Rank: 7979
Calmar Ratio Rank
AOK Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AOM vs. AOK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and iShares Core Conservative Allocation ETF (AOK). 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.

AOMAOKDifference

Sharpe ratio

Return per unit of total volatility

1.40

1.42

-0.01

Sortino ratio

Return per unit of downside risk

2.03

1.97

+0.06

Omega ratio

Gain probability vs. loss probability

1.29

1.29

0.00

Calmar ratio

Return relative to maximum drawdown

2.19

2.22

-0.03

Martin ratio

Return relative to average drawdown

8.80

8.55

+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.

AOM vs. AOK - Sharpe Ratio Comparison

The current AOM Sharpe Ratio is 1.40, which is comparable to the AOK Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of AOM and AOK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

AOMAOKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

1.42

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.48

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.73

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.69

-0.02

Correlation

The correlation between AOM and AOK 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

AOM vs. AOK - Dividend Comparison

AOM's dividend yield for the trailing twelve months is around 2.99%, less than AOK's 3.34% yield.

TTM20252024202320222021202020192018201720162015
AOM
iShares Core Moderate Allocation ETF		2.99%2.98%3.10%2.79%2.27%1.56%2.02%2.66%2.53%3.31%2.14%1.98%
AOK
iShares Core Conservative Allocation ETF		3.34%3.28%3.23%2.93%2.25%1.55%2.10%2.71%2.68%2.91%2.14%2.02%

Drawdowns

AOM vs. AOK - Drawdown Comparison

The maximum AOM drawdown since its inception was -19.96%, which is greater than AOK's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for AOM and AOK.

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Drawdown Indicators

AOMAOKDifference

Max Drawdown

Largest peak-to-trough decline

-19.96%

-18.94%

-1.02%

Max Drawdown (1Y)

Largest decline over 1 year

-5.35%

-4.50%

-0.85%

Max Drawdown (5Y)

Largest decline over 5 years

-19.96%

-18.94%

-1.02%

Max Drawdown (10Y)

Largest decline over 10 years

-19.96%

-18.94%

-1.02%

Current Drawdown

Current decline from peak

-3.30%

-2.89%

-0.41%

Average Drawdown

Average peak-to-trough decline

-2.72%

-2.38%

-0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.33%

1.17%

+0.16%

Volatility

AOM vs. AOK - Volatility Comparison

iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 3.26% compared to iShares Core Conservative Allocation ETF (AOK) at 2.87%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than AOK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AOMAOKDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.26%

2.87%

+0.39%

Volatility (6M)

Calculated over the trailing 6-month period

4.89%

4.25%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

8.24%

6.80%

+1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.09%

7.05%

+1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.90%

6.68%

+1.22%