AOM vs. TRRIX
AOM (iShares Core Moderate Allocation ETF) and TRRIX (T. Rowe Price Retirement Balanced Fund) are both Diversified Portfolio funds. Over the past 10 years, AOM returned 6.19%/yr vs 6.45%/yr for TRRIX. Their correlation of 0.87 suggests significant overlap in exposure. AOM charges 0.25%/yr vs 0.49%/yr for TRRIX.
Performance
AOM vs. TRRIX - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 4.18% return, which is significantly higher than TRRIX's 3.88% return. Both investments have delivered pretty close results over the past 10 years, with AOM having a 6.19% annualized return and TRRIX not far ahead at 6.45%.
AOM
- 1D
- 0.41%
- 1M
- -0.28%
- YTD
- 4.18%
- 6M
- 4.84%
- 1Y
- 13.33%
- 3Y*
- 10.66%
- 5Y*
- 4.61%
- 10Y*
- 6.19%
TRRIX
- 1D
- -1.30%
- 1M
- -0.52%
- YTD
- 3.88%
- 6M
- 3.69%
- 1Y
- 11.09%
- 3Y*
- 10.41%
- 5Y*
- 4.76%
- 10Y*
- 6.45%
AOM vs. TRRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.18% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
TRRIX T. Rowe Price Retirement Balanced Fund | 3.88% | 11.02% | 9.96% | 11.57% | -13.16% | 8.63% | 11.48% | 15.32% | -3.29% | 10.38% |
Correlation
The correlation between AOM and TRRIX is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2008 | 0.87 |
The correlation between AOM and TRRIX has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
AOM vs. TRRIX — Risk / Return Rank
AOM
TRRIX
AOM vs. TRRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and T. Rowe Price Retirement Balanced Fund (TRRIX). 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 | TRRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.62 | 2.37 | +0.25 |
| Martin ratioReturn relative to average drawdown | 11.37 | 9.93 | +1.44 |
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 | TRRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.88 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.67 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.90 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.82 | -0.13 |
Drawdowns
AOM vs. TRRIX - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum TRRIX drawdown of -27.77%. Use the drawdown chart below to compare losses from any high point for AOM and TRRIX.
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Drawdown Indicators
| AOM | TRRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -27.77% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -4.85% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -6.85% | -6.10% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -18.13% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | -18.57% | -1.39% |
Current DrawdownCurrent decline from peak | -1.24% | -1.50% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -2.84% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 1.14% | +0.04% |
Volatility
AOM vs. TRRIX - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 2.40% compared to T. Rowe Price Retirement Balanced Fund (TRRIX) at 2.15%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than TRRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | TRRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 2.15% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.42% | 5.27% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.72% | 6.12% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.17% | 7.12% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.95% | 7.23% | +0.72% |
AOM vs. TRRIX - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than TRRIX's 0.49% expense ratio.
Dividends
AOM vs. TRRIX - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.01%, less than TRRIX's 4.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.01% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
TRRIX T. Rowe Price Retirement Balanced Fund | 4.71% | 4.86% | 5.78% | 4.32% | 10.15% | 12.67% | 9.27% | 3.39% | 7.01% | 5.07% | 3.40% | 3.44% |
Frequently Asked Questions
AOM and TRRIX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOM has higher volatility (2.40%) compared to TRRIX (2.15%). In terms of maximum drawdown, AOM dropped -19.96% vs TRRIX's -27.77%.
AOM currently has the higher Sharpe Ratio (2.00 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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