AOM vs. MDAA
AOM (iShares Core Moderate Allocation ETF) and MDAA (Myriad Dynamic Asset Allocation ETF) are both Diversified Portfolio funds. AOM is passively managed, while MDAA is actively managed. Their correlation of 0.88 suggests significant overlap in exposure. AOM charges 0.25%/yr vs 0.97%/yr for MDAA.
Performance
AOM vs. MDAA - 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 MDAA's 16.10% 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%
MDAA
- 1D
- -3.38%
- 1M
- -0.04%
- YTD
- 16.10%
- 6M
- 15.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOM vs. MDAA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.39% | 1.54% |
MDAA Myriad Dynamic Asset Allocation ETF | 16.10% | -0.25% |
Correlation
The correlation between AOM and MDAA is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 3, 2025 | 0.88 |
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Return for Risk
AOM vs. MDAA — Risk / Return Rank
AOM
MDAA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOM vs. MDAA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Myriad Dynamic Asset Allocation ETF (MDAA). 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 | MDAA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.35 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | — | — |
| Martin ratioReturn relative to average drawdown | 10.96 | — | — |
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Drawdowns
AOM vs. MDAA - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than MDAA's maximum drawdown of -14.59%. Use the drawdown chart below to compare losses from any high point for AOM and MDAA.
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Drawdown Indicators
| AOM | MDAA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -14.59% | -5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | — | — |
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% | -5.99% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -3.04% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | — | — |
Volatility
AOM vs. MDAA - Volatility Comparison
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Volatility by Period
| AOM | MDAA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.94% | 25.25% | -18.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.21% | 25.25% | -17.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.94% | 25.25% | -17.31% |
AOM vs. MDAA - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than MDAA's 0.97% expense ratio.
Dividends
AOM vs. MDAA - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.00%, more than MDAA's 0.40% 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% |
MDAA Myriad Dynamic Asset Allocation ETF | 0.40% | 0.46% | 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 MDAA have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOM is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOM is cheaper with a 0.25% expense ratio, compared with 0.97% for MDAA.
AOM has the higher dividend yield at 3.00%, compared with 0.40% for MDAA.
They also come from different issuers: iShares and Myriad. Their fees differ too: 0.25% for AOM and 0.97% for MDAA.
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