BAMPX vs. AOM
Compare and contrast key facts about BlackRock 40/60 Target Allocation Inv A (BAMPX) and iShares Core Moderate Allocation ETF (AOM).
BAMPX is managed by BlackRock. It was launched on Feb 5, 2007. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Performance
BAMPX vs. AOM - Performance Comparison
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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 | -1.40% | 13.05% | 8.15% | 11.99% | -15.08% | 3.39% | 19.09% | 16.23% | -4.07% | 11.28% |
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Returns By Period
In the year-to-date period, BAMPX achieves a -1.40% return, which is significantly lower than AOM's -0.40% return. Both investments have delivered pretty close results over the past 10 years, with BAMPX having a 6.13% annualized return and AOM not far behind at 5.86%.
BAMPX
- 1D
- 1.60%
- 1M
- -3.75%
- YTD
- -1.40%
- 6M
- -0.03%
- 1Y
- 10.93%
- 3Y*
- 9.15%
- 5Y*
- 3.92%
- 10Y*
- 6.13%
AOM
- 1D
- 0.36%
- 1M
- -2.76%
- YTD
- -0.40%
- 6M
- 1.26%
- 1Y
- 11.52%
- 3Y*
- 9.29%
- 5Y*
- 4.29%
- 10Y*
- 5.86%
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BAMPX vs. AOM - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is higher than AOM's 0.25% expense ratio.
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.
| BAMPX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.40 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.03 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.19 | -0.40 |
Martin ratioReturn relative to average drawdown | 7.29 | 8.80 | -1.50 |
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
| BAMPX | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.40 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.53 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.67 | -0.13 |
Correlation
The correlation between BAMPX and AOM is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAMPX vs. AOM - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 5.48%, more than AOM's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.48% | 5.40% | 3.11% | 2.67% | 2.72% | 6.11% | 4.12% | 2.36% | 7.62% | 2.17% | 1.57% | 9.54% |
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% |
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 | -6.06% | -5.35% | -0.71% |
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 | -4.30% | -3.30% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -2.72% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 1.33% | +0.16% |
Volatility
BAMPX vs. AOM - Volatility Comparison
BlackRock 40/60 Target Allocation Inv A (BAMPX) has a higher volatility of 3.62% compared to iShares Core Moderate Allocation ETF (AOM) at 3.26%. This indicates that BAMPX'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
| BAMPX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 3.26% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 5.22% | 4.89% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.69% | 8.24% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.00% | 8.09% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.40% | 7.90% | +0.50% |