AOM vs. DIVO
AOM (iShares Core Moderate Allocation ETF) and DIVO (Amplify CWP Enhanced Dividend Income ETF) are both exchange-traded funds - AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate, while DIVO is a Derivative Income fund actively managed by Amplify. AOM is passively managed, while DIVO is actively managed. Over the past 5 years, AOM returned 4.66%/yr vs 10.91%/yr for DIVO. A 0.68 correlation means they provide meaningful diversification when combined. AOM charges 0.25%/yr vs 0.56%/yr for DIVO.
Performance
AOM vs. DIVO - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 4.75% return, which is significantly lower than DIVO's 6.43% return.
AOM
- 1D
- 0.04%
- 1M
- 0.36%
- YTD
- 4.75%
- 6M
- 5.32%
- 1Y
- 13.68%
- 3Y*
- 10.66%
- 5Y*
- 4.66%
- 10Y*
- 6.31%
DIVO
- 1D
- 0.72%
- 1M
- 2.16%
- YTD
- 6.43%
- 6M
- 5.62%
- 1Y
- 19.84%
- 3Y*
- 15.47%
- 5Y*
- 10.91%
- 10Y*
- —
AOM vs. DIVO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.75% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 6.43% | 17.40% | 16.22% | 6.95% | -1.46% | 22.87% | 12.40% | 24.90% | -3.18% | 21.41% |
Correlation
The correlation between AOM and DIVO is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2016 | 0.68 |
The correlation between AOM and DIVO has been stable across timeframes, ranging from 0.67 to 0.70 - a consistent structural relationship.
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Return for Risk
AOM vs. DIVO — Risk / Return Rank
AOM
DIVO
AOM vs. DIVO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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 | DIVO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 3.12 | -0.61 |
| Martin ratioReturn relative to average drawdown | 10.84 | 11.23 | -0.39 |
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Drawdowns
AOM vs. DIVO - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum DIVO drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for AOM and DIVO.
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Drawdown Indicators
| AOM | DIVO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -30.04% | +10.08% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -5.95% | +0.84% |
Max Drawdown (3Y)Largest decline over 3 years | -6.85% | -12.12% | +5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -13.72% | -6.24% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | — | — |
Current DrawdownCurrent decline from peak | -0.70% | -0.19% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -2.61% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 1.65% | -0.46% |
Volatility
AOM vs. DIVO - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) and Amplify CWP Enhanced Dividend Income ETF (DIVO) have volatilities of 2.82% and 2.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | DIVO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 2.71% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 5.63% | 7.13% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.90% | 9.20% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 11.97% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.96% | 14.83% | -6.87% |
AOM vs. DIVO - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than DIVO's 0.56% expense ratio.
Dividends
AOM vs. DIVO - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 2.99%, less than DIVO's 6.36% yield.
| Position | 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% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 6.36% | 6.44% | 4.70% | 4.67% | 4.76% | 4.79% | 4.91% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% |
Frequently Asked Questions
AOM and DIVO have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOM has higher volatility (2.82%) compared to DIVO (2.71%). In terms of maximum drawdown, AOM dropped -19.96% vs DIVO's -30.04%.
On 5-year performance, DIVO leads with 10.91% vs 4.66% for AOM. On fees, AOM is cheaper at 0.25% per year. On volatility, DIVO has been the lower-risk option at 2.71%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DIVO has performed better with a 10.91% return vs 4.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOM is cheaper with a 0.25% expense ratio, compared with 0.56% for DIVO.
DIVO has the higher dividend yield at 6.36%, compared with 2.99% for AOM.
AOM is categorized as Diversified Portfolio, while DIVO is Derivative Income. They also come from different issuers: iShares and Amplify. Their fees differ too: 0.25% for AOM and 0.56% for DIVO.
DIVO currently has the higher Sharpe Ratio (2.02 vs 1.87), 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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