AOM vs. AOUIX
Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and Angel Oak UltraShort Income Fund (AOUIX).
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. AOUIX is managed by Angel Oak. It was launched on Apr 2, 2018.
Performance
AOM vs. AOUIX - Performance Comparison
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AOM vs. AOUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | -0.75% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -2.40% |
AOUIX Angel Oak UltraShort Income Fund | 0.37% | 5.63% | 7.06% | 6.21% | -4.11% | 0.97% | 1.99% | 4.07% | 2.25% |
Returns By Period
In the year-to-date period, AOM achieves a -0.75% return, which is significantly lower than AOUIX's 0.37% return.
AOM
- 1D
- 1.39%
- 1M
- -3.60%
- YTD
- -0.75%
- 6M
- 1.24%
- 1Y
- 11.30%
- 3Y*
- 9.16%
- 5Y*
- 4.22%
- 10Y*
- 5.82%
AOUIX
- 1D
- 0.00%
- 1M
- -0.40%
- YTD
- 0.37%
- 6M
- 1.67%
- 1Y
- 4.50%
- 3Y*
- 5.74%
- 5Y*
- 3.05%
- 10Y*
- —
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AOM vs. AOUIX - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than AOUIX's 0.53% expense ratio.
Return for Risk
AOM vs. AOUIX — Risk / Return Rank
AOM
AOUIX
AOM vs. AOUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Angel Oak UltraShort Income Fund (AOUIX). 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.
| AOM | AOUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 3.08 | -1.71 |
Sortino ratioReturn per unit of downside risk | 1.99 | 9.21 | -7.22 |
Omega ratioGain probability vs. loss probability | 1.28 | 2.77 | -1.49 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 12.20 | -10.06 |
Martin ratioReturn relative to average drawdown | 8.72 | 42.89 | -34.17 |
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
| AOM | AOUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 3.08 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 2.05 | -1.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 1.55 | -0.89 |
Correlation
The correlation between AOM and AOUIX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AOM vs. AOUIX - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.00%, less than AOUIX's 4.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.00% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
AOUIX Angel Oak UltraShort Income Fund | 4.50% | 5.05% | 5.36% | 3.69% | 1.48% | 1.37% | 2.24% | 3.08% | 2.12% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOM vs. AOUIX - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than AOUIX's maximum drawdown of -7.38%. Use the drawdown chart below to compare losses from any high point for AOM and AOUIX.
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Drawdown Indicators
| AOM | AOUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -7.38% | -12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -0.41% | -4.94% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -4.53% | -15.43% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | — | — |
Current DrawdownCurrent decline from peak | -3.64% | -0.40% | -3.24% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -0.62% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 0.12% | +1.19% |
Volatility
AOM vs. AOUIX - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 3.27% compared to Angel Oak UltraShort Income Fund (AOUIX) at 0.19%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than AOUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | AOUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 0.19% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 4.88% | 1.11% | +3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.23% | 1.61% | +6.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.09% | 1.49% | +6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.90% | 1.94% | +5.96% |