AOM vs. USD=X
AOM (iShares Core Moderate Allocation ETF) is Diversified Portfolio fund tracking the S&P Target Risk Moderate, while USD=X (USD Cash) is a currency. Over the past 10 years, AOM returned 6.31%/yr vs 0.00%/yr for USD=X.
Performance
AOM vs. USD=X - Performance Comparison
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Returns By Period
AOM
- 1D
- 0.04%
- 1M
- 0.49%
- YTD
- 4.75%
- 6M
- 5.32%
- 1Y
- 12.80%
- 3Y*
- 10.66%
- 5Y*
- 4.66%
- 10Y*
- 6.31%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
AOM vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.75% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
AOM vs. USD=X — Risk / Return Rank
AOM
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOM vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and USD Cash (USD=X). 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 | USD=X | 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 | 2.52 | — | — |
| Martin ratioReturn relative to average drawdown | 10.84 | — | — |
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Drawdowns
AOM vs. USD=X - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AOM and USD=X.
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Drawdown Indicators
| AOM | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | 0.00% | -19.96% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | 0.00% | -5.11% |
Max Drawdown (3Y)Largest decline over 3 years | -6.85% | 0.00% | -6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | 0.00% | -19.96% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | 0.00% | -19.96% |
Current DrawdownCurrent decline from peak | -0.70% | 0.00% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -2.70% | 0.00% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.00% | +1.19% |
Volatility
AOM vs. USD=X - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 2.82% compared to USD Cash (USD=X) at 0.00%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 0.00% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 5.63% | 0.00% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.90% | 0.00% | +6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 0.00% | +8.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.96% | 0.00% | +7.96% |
Frequently Asked Questions
AOM has higher volatility (2.82%) compared to USD=X (0.00%). In terms of maximum drawdown, AOM dropped -19.96% vs USD=X's 0.00%.
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