AOM vs. AOK
AOM (iShares Core Moderate Allocation ETF) and AOK (iShares Core 30/70 Conservative Allocation ETF) are both Diversified Portfolio funds from iShares - AOM tracks the S&P Target Risk Moderate while AOK tracks the S&P Target Risk Conservative Index. Both are passively managed. Over the past 10 years, AOM returned 5.98%/yr vs 4.89%/yr for AOK. Their correlation of 0.83 means they have usually moved in the same direction. AOM charges 0.25%/yr vs 0.15%/yr for AOK.
Performance
AOM vs. AOK - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 4.36% return, which is significantly higher than AOK's 3.61% return. Over the past 10 years, AOM has outperformed AOK with an annualized return of 5.98%, while AOK has yielded a comparatively lower 4.89% annualized return.
AOM
- 1D
- 0.00%
- 1M
- -0.55%
- 6M
- 2.85%
- YTD
- 4.36%
- 1Y
- 10.81%
- 3Y*
- 9.93%
- 5Y*
- 4.40%
- 10Y*
- 5.98%
- ALL TIME*
- 7.02%
AOK
- 1D
- -0.05%
- 1M
- -0.92%
- 6M
- 2.08%
- YTD
- 3.61%
- 1Y
- 8.63%
- 3Y*
- 8.53%
- 5Y*
- 3.31%
- 10Y*
- 4.89%
- ALL TIME*
- 5.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.17M | $5.77M | $7.49M | |
| $8.08M | $6.99M | $7.49M |
AOM vs. AOK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.36% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
AOK iShares Core 30/70 Conservative Allocation ETF | 3.61% | 11.26% | 6.58% | 10.85% | -14.16% | 4.87% | 9.33% | 13.90% | -3.09% | 9.70% |
Correlation
The correlation between AOM and AOK is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2008 | 0.84 |
The correlation between AOM and AOK shifts across timeframes, from 0.83 (all time) to 0.94 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AOM vs. AOK — Risk / Return Rank
AOM
AOK
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 30/70 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOM | AOK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.93 | +0.15 |
| Martin ratioReturn relative to average drawdown | 8.68 | 7.91 | +0.77 |
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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
| AOM | AOK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -18.94% | -1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -4.50% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -6.54% | -5.17% | -1.37% |
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 DrawdownCurrent decline from peak | -1.07% | -1.09% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -2.35% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 1.09% | +0.13% |
Volatility
AOM vs. AOK - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 2.14% compared to iShares Core 30/70 Conservative Allocation ETF (AOK) at 1.64%. 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
| AOM | AOK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.14% | 1.64% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 5.90% | 4.95% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.06% | 5.98% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.25% | 7.17% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.95% | 6.72% | +1.23% |
AOM vs. AOK - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is higher than AOK's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AOM vs. AOK - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.09%, less than AOK's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core 30/70 Conservative Allocation ETF | 3.38% | 3.28% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.71% | 2.68% | 2.91% | 2.14% | 2.02% |
AOM iShares Core Moderate Allocation ETF | 3.09% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
Frequently Asked Questions
With a correlation of 0.94, AOM and AOK move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AOM has higher volatility (2.14%) compared to AOK (1.64%). In terms of maximum drawdown, AOM dropped -19.96% vs AOK's -18.94%.
On 10-year performance, AOM leads with 5.98% vs 4.89% for AOK. On fees, AOK is cheaper at 0.15% per year. On volatility, AOK has been the lower-risk option at 1.64%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, AOM has performed better with a 5.98% return vs 4.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOK is cheaper with a 0.15% expense ratio, compared with 0.25% for AOM.
AOK has the higher dividend yield at 3.38%, compared with 3.09% for AOM.
AOM tracks S&P Target Risk Moderate, while AOK tracks S&P Target Risk Conservative Index. Their fees differ too: 0.25% for AOM and 0.15% for AOK.
AOM currently has the higher Sharpe Ratio (1.50 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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