AOM vs. ITDB
AOM (iShares Core Moderate Allocation ETF) and ITDB (Ishares Lifepath Target Date 2030 ETF) are both exchange-traded funds - AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate, while ITDB is a Target Retirement Date fund actively managed by iShares. AOM is passively managed, while ITDB is actively managed. Over the past year, AOM returned 12.96% vs 14.73% for ITDB. Their correlation of 0.95 suggests significant overlap in exposure. AOM charges 0.25%/yr vs 0.09%/yr for ITDB.
Performance
AOM vs. ITDB - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 4.39% return, which is significantly lower than ITDB's 5.52% return.
AOM
- 1D
- -0.76%
- 1M
- 0.20%
- YTD
- 4.39%
- 6M
- 4.21%
- 1Y
- 12.96%
- 3Y*
- 10.58%
- 5Y*
- 4.63%
- 10Y*
- 6.31%
ITDB
- 1D
- -0.83%
- 1M
- 0.12%
- YTD
- 5.52%
- 6M
- 5.24%
- 1Y
- 14.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOM vs. ITDB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.39% | 13.28% | 7.95% | 9.61% |
ITDB Ishares Lifepath Target Date 2030 ETF | 5.52% | 14.58% | 9.65% | 11.73% |
Correlation
The correlation between AOM and ITDB is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.95 |
The correlation between AOM and ITDB has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
AOM vs. ITDB — Risk / Return Rank
AOM
ITDB
AOM vs. ITDB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Ishares Lifepath Target Date 2030 ETF (ITDB). 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 | ITDB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.36 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.61 | -0.06 |
| Martin ratioReturn relative to average drawdown | 10.96 | 11.28 | -0.33 |
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Drawdowns
AOM vs. ITDB - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than ITDB's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for AOM and ITDB.
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Drawdown Indicators
| AOM | ITDB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -8.41% | -11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -5.66% | +0.55% |
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 | -1.04% | -1.22% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -0.94% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 1.31% | -0.12% |
Volatility
AOM vs. ITDB - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) and Ishares Lifepath Target Date 2030 ETF (ITDB) have volatilities of 2.78% and 2.92%, 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 | ITDB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 2.92% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | 6.40% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.94% | 7.62% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.21% | 8.68% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.94% | 8.68% | -0.74% |
AOM vs. ITDB - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is higher than ITDB's 0.09% 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. ITDB - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.00%, more than ITDB's 1.94% yield.
| Position | 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% |
ITDB Ishares Lifepath Target Date 2030 ETF | 1.94% | 2.05% | 1.96% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, AOM and ITDB 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.
ITDB has higher volatility (2.92%) compared to AOM (2.78%). In terms of maximum drawdown, AOM dropped -19.96% vs ITDB's -8.41%.
On 1-year performance, ITDB leads with 14.73% vs 12.96% for AOM. On fees, ITDB is cheaper at 0.09% per year. On volatility, AOM has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITDB has performed better with a 14.73% return vs 12.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITDB is cheaper with a 0.09% expense ratio, compared with 0.25% for AOM.
AOM has the higher dividend yield at 3.00%, compared with 1.94% for ITDB.
AOM is categorized as Diversified Portfolio, while ITDB is Target Retirement Date. Their fees differ too: 0.25% for AOM and 0.09% for ITDB.
ITDB currently has the higher Sharpe Ratio (1.95 vs 1.88), 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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