AOM vs. DDX
Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and Defined Duration 10 ETF (DDX).
AOM and DDX 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. DDX is an actively managed fund by Discipline Funds. It was launched on Sep 21, 2021.
Performance
AOM vs. DDX - Performance Comparison
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AOM vs. DDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 1.94% |
DDX Defined Duration 10 ETF | 1.04% | 12.02% | 2.93% | 10.48% | -16.19% | 1.34% |
Returns By Period
In the year-to-date period, AOM achieves a -0.40% return, which is significantly lower than DDX's 1.04% 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%
DDX
- 1D
- 0.30%
- 1M
- -2.40%
- YTD
- 1.04%
- 6M
- 2.76%
- 1Y
- 9.57%
- 3Y*
- 6.88%
- 5Y*
- —
- 10Y*
- —
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AOM vs. DDX - Expense Ratio Comparison
Both AOM and DDX 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%.
Return for Risk
AOM vs. DDX — Risk / Return Rank
AOM
DDX
AOM vs. DDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Defined Duration 10 ETF (DDX). 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 | DDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.57 | -0.16 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.20 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 2.21 | -0.02 |
Martin ratioReturn relative to average drawdown | 8.80 | 8.44 | +0.35 |
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 | DDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.57 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.27 | +0.40 |
Correlation
The correlation between AOM and DDX is 0.91, 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. DDX - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 2.99%, less than DDX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DDX Defined Duration 10 ETF | 3.52% | 3.17% | 3.11% | 2.41% | 1.38% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOM vs. DDX - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum DDX drawdown of -21.27%. Use the drawdown chart below to compare losses from any high point for AOM and DDX.
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Drawdown Indicators
| AOM | DDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -21.27% | +1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -4.41% | -0.94% |
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 | -3.30% | -2.92% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -7.36% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.33% | 1.15% | +0.18% |
Volatility
AOM vs. DDX - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 3.26% compared to Defined Duration 10 ETF (DDX) at 2.62%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than DDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | DDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 2.62% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 3.85% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.24% | 6.13% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.09% | 7.50% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.90% | 7.50% | +0.40% |