AOM vs. AVMA
AOM (iShares Core Moderate Allocation ETF) and AVMA (Avantis Moderate Allocation ETF) are both Diversified Portfolio funds. AOM is passively managed, while AVMA is actively managed. Over the past 3 years, AOM returned 10.81%/yr vs 15.13%/yr for AVMA. Their correlation of 0.90 means they have usually moved in the same direction. AOM charges 0.25%/yr vs 0.21%/yr for AVMA.
Performance
AOM vs. AVMA - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 5.97% return, which is significantly lower than AVMA's 12.57% return.
AOM
- 1D
- 0.95%
- 1M
- 0.99%
- 6M
- 4.62%
- YTD
- 5.97%
- 1Y
- 11.77%
- 3Y*
- 10.81%
- 5Y*
- 4.63%
- 10Y*
- 6.08%
- ALL TIME*
- 7.11%
AVMA
- 1D
- 1.08%
- 1M
- 1.85%
- 6M
- 8.05%
- YTD
- 12.57%
- 1Y
- 21.37%
- 3Y*
- 15.13%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.03M | $6.79M | $7.44M | |
| $845.17K | $769.59K | $623.51K |
AOM vs. AVMA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 5.97% | 13.28% | 7.95% | 5.46% |
AVMA Avantis Moderate Allocation ETF | 12.57% | 16.72% | 10.01% | 8.36% |
Correlation
The correlation between AOM and AVMA is 0.91, 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. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2023 | 0.90 |
The correlation between AOM and AVMA has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
AOM vs. AVMA — Risk / Return Rank
AOM
AVMA
AOM vs. AVMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Avantis Moderate Allocation ETF (AVMA). 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 | AVMA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.42 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 3.35 | -1.04 |
| Martin ratioReturn relative to average drawdown | 9.66 | 13.92 | -4.26 |
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Drawdowns
AOM vs. AVMA - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than AVMA's maximum drawdown of -11.81%. Use the drawdown chart below to compare losses from any high point for AOM and AVMA.
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Drawdown Indicators
| AOM | AVMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -11.81% | -8.15% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -6.40% | +1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -6.54% | -11.81% | +5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -1.51% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 1.54% | -0.32% |
Volatility
AOM vs. AVMA - Volatility Comparison
The current volatility for iShares Core Moderate Allocation ETF (AOM) is 2.38%, while Avantis Moderate Allocation ETF (AVMA) has a volatility of 2.69%. This indicates that AOM experiences smaller price fluctuations and is considered to be less risky than AVMA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | AVMA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.38% | 2.69% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.98% | 7.72% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.13% | 9.52% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.26% | 10.29% | -2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.95% | 10.29% | -2.34% |
AOM vs. AVMA - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is higher than AVMA's 0.21% 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. AVMA - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.05%, more than AVMA's 1.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.05% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
AVMA Avantis Moderate Allocation ETF | 1.98% | 2.21% | 2.28% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, AOM and AVMA 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.
AVMA has higher volatility (2.69%) compared to AOM (2.38%). In terms of maximum drawdown, AOM dropped -19.96% vs AVMA's -11.81%.
On 3-year performance, AVMA leads with 15.13% vs 10.81% for AOM. On fees, AVMA is cheaper at 0.21% per year. On volatility, AOM has been the lower-risk option at 2.38%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVMA has performed better with a 15.13% return vs 10.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVMA is cheaper with a 0.21% expense ratio, compared with 0.25% for AOM.
AOM has the higher dividend yield at 3.05%, compared with 1.98% for AVMA.
They also come from different issuers: iShares and Avantis. Their fees differ too: 0.25% for AOM and 0.21% for AVMA.
AVMA currently has the higher Sharpe Ratio (2.26 vs 1.66), 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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