AOM vs. THRV
AOM (iShares Core Moderate Allocation ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. AOM is passively managed, while THRV is actively managed. A 0.71 correlation means they provide meaningful diversification when combined. AOM charges 0.25%/yr vs 1.80%/yr for THRV.
Performance
AOM vs. THRV - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 4.79% return, which is significantly higher than THRV's 1.81% return.
AOM
- 1D
- 0.22%
- 1M
- -0.06%
- YTD
- 4.79%
- 6M
- 4.29%
- 1Y
- 12.57%
- 3Y*
- 10.68%
- 5Y*
- 4.70%
- 10Y*
- 6.41%
THRV
- 1D
- 0.09%
- 1M
- -0.44%
- YTD
- 1.81%
- 6M
- 1.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOM vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.79% | 2.20% |
THRV Prospera Income ETF | 1.81% | 0.15% |
Correlation
The correlation between AOM and THRV is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.71 |
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Return for Risk
AOM vs. THRV — Risk / Return Rank
AOM
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOM vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Prospera Income ETF (THRV). 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 | THRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | — | — |
| Martin ratioReturn relative to average drawdown | 10.61 | — | — |
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Drawdowns
AOM vs. THRV - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for AOM and THRV.
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Drawdown Indicators
| AOM | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -1.50% | -18.46% |
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 | -0.66% | -0.57% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -0.45% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | — | — |
Volatility
AOM vs. THRV - Volatility Comparison
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Volatility by Period
| AOM | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.89% | 2.94% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.21% | 2.94% | +5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.94% | 2.94% | +5.00% |
AOM vs. THRV - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
AOM vs. THRV - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 2.99%, less than THRV's 5.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
THRV Prospera Income ETF | 5.40% | 1.67% | 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 THRV have a correlation of 0.71, 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 1.80% for THRV.
THRV has the higher dividend yield at 5.40%, compared with 2.99% for AOM.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.25% for AOM and 1.80% for THRV.
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