AVMA vs. AOM
AVMA (Avantis Moderate Allocation ETF) and AOM (iShares Core Moderate Allocation ETF) are both Diversified Portfolio funds. AVMA is actively managed, while AOM is passively managed. Over the past 3 years, AVMA returned 14.53%/yr vs 9.84%/yr for AOM. Their correlation of 0.90 suggests significant overlap in exposure. AVMA charges 0.21%/yr vs 0.25%/yr for AOM.
Performance
AVMA vs. AOM - Performance Comparison
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Returns By Period
In the year-to-date period, AVMA achieves a 10.31% return, which is significantly higher than AOM's 4.08% return.
AVMA
- 1D
- -0.61%
- 1M
- -0.39%
- 6M
- 7.65%
- YTD
- 10.31%
- 1Y
- 19.54%
- 3Y*
- 14.53%
- 5Y*
- —
- 10Y*
- —
AOM
- 1D
- -0.93%
- 1M
- -0.64%
- 6M
- 2.81%
- YTD
- 4.08%
- 1Y
- 10.88%
- 3Y*
- 9.84%
- 5Y*
- 4.42%
- 10Y*
- 5.96%
AVMA vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AVMA Avantis Moderate Allocation ETF | 10.31% | 16.72% | 10.01% | 8.36% |
AOM iShares Core Moderate Allocation ETF | 4.08% | 13.28% | 7.95% | 5.46% |
Correlation
The correlation between AVMA and AOM is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2023 | 0.90 |
The correlation between AVMA and AOM has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.
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Return for Risk
AVMA vs. AOM — Risk / Return Rank
AVMA
AOM
AVMA vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Moderate Allocation ETF (AVMA) and iShares Core Moderate Allocation ETF (AOM). 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.
| AVMA | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.29 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | 2.14 | +0.92 |
| Martin ratioReturn relative to average drawdown | 12.78 | 9.16 | +3.63 |
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Drawdowns
AVMA vs. AOM - Drawdown Comparison
The maximum AVMA drawdown since its inception was -11.81%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for AVMA and AOM.
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Drawdown Indicators
| AVMA | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.81% | -19.96% | +8.15% |
Max Drawdown (1Y)Largest decline over 1 year | -6.40% | -5.11% | -1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -11.81% | -6.85% | -4.96% |
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 | -1.04% | -1.33% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -1.53% | -2.69% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 1.19% | +0.34% |
Volatility
AVMA vs. AOM - Volatility Comparison
Avantis Moderate Allocation ETF (AVMA) has a higher volatility of 2.94% compared to iShares Core Moderate Allocation ETF (AOM) at 2.48%. This indicates that AVMA's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVMA | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 2.48% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.64% | 5.84% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.40% | 6.95% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.31% | 8.23% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.31% | 7.94% | +2.37% |
AVMA vs. AOM - Expense Ratio Comparison
AVMA has a 0.21% expense ratio, which is lower than AOM's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AVMA vs. AOM - Dividend Comparison
AVMA's dividend yield for the trailing twelve months is around 2.02%, less than AOM's 3.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.10% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
AVMA Avantis Moderate Allocation ETF | 2.02% | 2.21% | 2.28% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, AVMA and AOM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AVMA has higher volatility (2.94%) compared to AOM (2.48%). In terms of maximum drawdown, AVMA dropped -11.81% vs AOM's -19.96%.
On 3-year performance, AVMA leads with 14.53% vs 9.84% for AOM. On fees, AVMA is cheaper at 0.21% per year. On volatility, AOM has been the lower-risk option at 2.48%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVMA has performed better with a 14.53% return vs 9.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVMA is cheaper with a 0.21% expense ratio, compared with 0.25% for AOM.
AOM has the higher dividend yield at 3.10%, compared with 2.02% for AVMA.
They also come from different issuers: Avantis and iShares. Their fees differ too: 0.21% for AVMA and 0.25% for AOM.
AVMA currently has the higher Sharpe Ratio (2.09 vs 1.58), 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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