AOM vs. OCIO
Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and ClearShares OCIO ETF (OCIO).
AOM and OCIO 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. OCIO is an actively managed fund by ClearShares LLC. It was launched on Jun 27, 2017.
Performance
AOM vs. OCIO - Performance Comparison
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AOM vs. OCIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | -0.75% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 5.13% |
OCIO ClearShares OCIO ETF | -1.52% | 12.68% | 12.76% | 12.03% | -12.49% | 13.20% | 11.54% | 18.56% | -10.35% | 9.00% |
Returns By Period
In the year-to-date period, AOM achieves a -0.75% return, which is significantly higher than OCIO's -1.52% return.
AOM
- 1D
- 1.39%
- 1M
- -3.60%
- YTD
- -0.75%
- 6M
- 1.24%
- 1Y
- 11.30%
- 3Y*
- 9.16%
- 5Y*
- 4.22%
- 10Y*
- 5.82%
OCIO
- 1D
- 2.14%
- 1M
- -4.52%
- YTD
- -1.52%
- 6M
- 0.60%
- 1Y
- 13.31%
- 3Y*
- 10.77%
- 5Y*
- 6.01%
- 10Y*
- —
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AOM vs. OCIO - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than OCIO's 0.61% expense ratio.
Return for Risk
AOM vs. OCIO — Risk / Return Rank
AOM
OCIO
AOM vs. OCIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and ClearShares OCIO ETF (OCIO). 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 | OCIO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.06 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.61 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.54 | +0.60 |
Martin ratioReturn relative to average drawdown | 8.72 | 7.09 | +1.63 |
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 | OCIO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.06 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.57 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.61 | +0.05 |
Correlation
The correlation between AOM and OCIO is 0.81, 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. OCIO - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.00%, less than OCIO's 10.53% yield.
| 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% |
OCIO ClearShares OCIO ETF | 10.53% | 10.27% | 1.87% | 2.32% | 3.21% | 2.83% | 2.90% | 2.22% | 0.01% | 1.68% | 0.00% | 0.00% |
Drawdowns
AOM vs. OCIO - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum OCIO drawdown of -24.21%. Use the drawdown chart below to compare losses from any high point for AOM and OCIO.
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Drawdown Indicators
| AOM | OCIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -24.21% | +4.25% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -8.58% | +3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -18.75% | -1.21% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | — | — |
Current DrawdownCurrent decline from peak | -3.64% | -4.99% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -4.51% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 1.86% | -0.55% |
Volatility
AOM vs. OCIO - Volatility Comparison
The current volatility for iShares Core Moderate Allocation ETF (AOM) is 3.27%, while ClearShares OCIO ETF (OCIO) has a volatility of 4.56%. This indicates that AOM experiences smaller price fluctuations and is considered to be less risky than OCIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | OCIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 4.56% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 4.88% | 7.65% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.23% | 12.59% | -4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.09% | 10.51% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.90% | 11.36% | -3.46% |