AOM vs. IBIT
AOM (iShares Core Moderate Allocation ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, AOM returned 14.51% vs -38.74% for IBIT. At a 0.34 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
AOM vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 5.00% return, which is significantly higher than IBIT's -25.48% return.
AOM
- 1D
- -0.46%
- 1M
- 2.13%
- YTD
- 5.00%
- 6M
- 5.31%
- 1Y
- 14.51%
- 3Y*
- 10.87%
- 5Y*
- 4.80%
- 10Y*
- 6.22%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOM vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 5.00% | 13.28% | 8.47% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between AOM and IBIT is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.34 |
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Return for Risk
AOM vs. IBIT — Risk / Return Rank
AOM
IBIT
AOM vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and iShares Bitcoin Trust ETF (IBIT). 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 | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.12 | ||
| Sortino ratioReturn per unit of downside risk | +4.45 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.86 | +0.55 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | -0.79 | +3.64 |
| Martin ratioReturn relative to average drawdown | 12.45 | -1.36 | +13.81 |
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 | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | -0.89 | +3.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.30 | +0.40 |
Drawdowns
AOM vs. IBIT - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for AOM and IBIT.
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Drawdown Indicators
| AOM | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -49.36% | +29.40% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -49.36% | +44.25% |
Max Drawdown (3Y)Largest decline over 3 years | -6.85% | — | — |
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 | -0.46% | -48.10% | +47.64% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -16.02% | +13.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 28.44% | -27.27% |
Volatility
AOM vs. IBIT - Volatility Comparison
The current volatility for iShares Core Moderate Allocation ETF (AOM) is 2.17%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that AOM experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.17% | 9.50% | -7.33% |
Volatility (6M)Calculated over the trailing 6-month period | 5.22% | 34.44% | -29.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.55% | 43.73% | -37.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.14% | 50.19% | -42.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.93% | 50.19% | -42.26% |
AOM vs. IBIT - Expense Ratio Comparison
Both AOM and IBIT 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%.
Dividends
AOM vs. IBIT - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 2.98%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 2.98% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AOM and IBIT have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.50%) compared to AOM (2.17%). In terms of maximum drawdown, AOM dropped -19.96% vs IBIT's -49.36%.
On 1-year performance, AOM leads with 14.51% vs -38.74% for IBIT. Both ETFs have the same 0.25% expense ratio. On volatility, AOM has been the lower-risk option at 2.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AOM has performed better with a 14.51% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOM and IBIT have the same expense ratio: 0.25% per year.
AOM has the higher dividend yield at 2.98%, compared with 0.00% for IBIT.
AOM is categorized as Diversified Portfolio, while IBIT is Cryptocurrency. AOM tracks S&P Target Risk Moderate, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant.
AOM currently has the higher Sharpe Ratio (2.23 vs -0.89), 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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