AOM vs. RULE
Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and Adaptive Core ETF (RULE).
AOM and RULE 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. RULE is an actively managed fund by Mohr Funds. It was launched on Nov 2, 2021.
Performance
AOM vs. RULE - Performance Comparison
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AOM vs. RULE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | -0.33% | 13.28% | 7.95% | 12.38% | -14.54% | 0.23% |
RULE Adaptive Core ETF | 5.55% | 4.60% | 7.59% | 6.29% | -22.87% | 1.03% |
Returns By Period
In the year-to-date period, AOM achieves a -0.33% return, which is significantly lower than RULE's 5.55% return.
AOM
- 1D
- 0.06%
- 1M
- -2.08%
- YTD
- -0.33%
- 6M
- 1.20%
- 1Y
- 11.09%
- 3Y*
- 9.14%
- 5Y*
- 4.30%
- 10Y*
- 5.87%
RULE
- 1D
- -0.02%
- 1M
- -2.86%
- YTD
- 5.55%
- 6M
- 5.25%
- 1Y
- 16.28%
- 3Y*
- 8.28%
- 5Y*
- —
- 10Y*
- —
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AOM vs. RULE - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than RULE's 1.10% expense ratio.
Return for Risk
AOM vs. RULE — Risk / Return Rank
AOM
RULE
AOM vs. RULE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Adaptive Core ETF (RULE). 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 | RULE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.84 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.25 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.34 | +0.83 |
Martin ratioReturn relative to average drawdown | 8.62 | 5.18 | +3.44 |
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 | RULE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.84 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | -0.03 | +0.69 |
Correlation
The correlation between AOM and RULE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AOM vs. RULE - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.14%, while RULE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.14% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
RULE Adaptive Core ETF | 0.00% | 0.00% | 0.00% | 2.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOM vs. RULE - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum RULE drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for AOM and RULE.
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Drawdown Indicators
| AOM | RULE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -30.48% | +10.52% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -12.65% | +7.54% |
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 | -3.23% | -7.17% | +3.94% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -15.50% | +12.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 3.27% | -1.92% |
Volatility
AOM vs. RULE - Volatility Comparison
The current volatility for iShares Core Moderate Allocation ETF (AOM) is 3.26%, while Adaptive Core ETF (RULE) has a volatility of 8.16%. This indicates that AOM experiences smaller price fluctuations and is considered to be less risky than RULE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | RULE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 8.16% | -4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 4.88% | 15.25% | -10.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.24% | 19.39% | -11.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.09% | 13.93% | -5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.90% | 13.93% | -6.03% |