BAMPX vs. AOM
BAMPX (BlackRock 40/60 Target Allocation Inv A) and AOM (iShares Core Moderate Allocation ETF) are both Diversified Portfolio funds. Over the past 10 years, BAMPX returned 6.53%/yr vs 6.08%/yr for AOM. Their correlation of 0.86 means they have usually moved in the same direction. BAMPX charges 0.61%/yr vs 0.25%/yr for AOM.
Performance
BAMPX vs. AOM - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BAMPX having a 5.83% return and AOM slightly higher at 5.97%. Over the past 10 years, BAMPX has outperformed AOM with an annualized return of 6.53%, while AOM has yielded a comparatively lower 6.08% annualized return.
BAMPX
- 1D
- 0.70%
- 1M
- -0.42%
- 6M
- 4.29%
- YTD
- 5.83%
- 1Y
- 11.43%
- 3Y*
- 10.77%
- 5Y*
- 4.66%
- 10Y*
- 6.53%
- ALL TIME*
- 5.96%
AOM
- 1D
- 0.95%
- 1M
- 0.99%
- 6M
- 4.62%
- YTD
- 5.97%
- 1Y
- 11.77%
- 3Y*
- 10.81%
- 5Y*
- 4.63%
- 10Y*
- 6.08%
- ALL TIME*
- 7.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.03M | $6.79M | $7.44M | |
| $0.00 | $0.00 | $0.00 |
BAMPX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.83% | 13.05% | 8.15% | 11.99% | -15.08% | 3.39% | 19.09% | 16.23% | -4.07% | 11.28% |
AOM iShares Core Moderate Allocation ETF | 5.97% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Correlation
The correlation between BAMPX and AOM is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2008 | 0.86 |
The correlation between BAMPX and AOM has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
BAMPX vs. AOM — Risk / Return Rank
BAMPX
AOM
BAMPX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) 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.
| BAMPX | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 2.31 | -0.18 |
| Martin ratioReturn relative to average drawdown | 8.71 | 9.66 | -0.95 |
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Drawdowns
BAMPX vs. AOM - Drawdown Comparison
The maximum BAMPX drawdown since its inception was -39.58%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for BAMPX and AOM.
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Drawdown Indicators
| BAMPX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.58% | -19.96% | -19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -5.81% | -5.11% | -0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -8.29% | -6.54% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -19.96% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -20.13% | -19.96% | -0.17% |
Current DrawdownCurrent decline from peak | -1.10% | 0.00% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -2.68% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.22% | +0.19% |
Volatility
BAMPX vs. AOM - Volatility Comparison
BlackRock 40/60 Target Allocation Inv A (BAMPX) and iShares Core Moderate Allocation ETF (AOM) have volatilities of 2.39% and 2.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMPX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 2.38% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.75% | 5.98% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.77% | 7.13% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.19% | 8.26% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.53% | 7.95% | +0.58% |
BAMPX vs. AOM - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is higher than AOM's 0.25% expense ratio.
Dividends
BAMPX vs. AOM - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 5.10%, more than AOM's 3.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.05% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.10% | 5.40% | 3.11% | 2.67% | 2.72% | 6.11% | 4.12% | 2.36% | 7.62% | 2.17% | 1.57% | 9.54% |
Frequently Asked Questions
With a correlation of 0.93, BAMPX 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.
BAMPX has higher volatility (2.39%) compared to AOM (2.38%). In terms of maximum drawdown, BAMPX dropped -39.58% vs AOM's -19.96%.
AOM currently has the higher Sharpe Ratio (1.66 vs 1.59), 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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