BKAG vs. AOM
Compare and contrast key facts about BNY Mellon Core Bond ETF (BKAG) and iShares Core Moderate Allocation ETF (AOM).
BKAG and AOM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BKAG is a passively managed fund by BNY Mellon that tracks the performance of the Bloomberg US Aggregate Total Return Index. It was launched on Apr 24, 2020. 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. Both BKAG and AOM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BKAG vs. AOM - Performance Comparison
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BKAG vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKAG BNY Mellon Core Bond ETF | 0.16% | 7.23% | 1.17% | 5.67% | -13.29% | -1.46% | 2.15% |
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 15.95% |
Returns By Period
In the year-to-date period, BKAG achieves a 0.16% return, which is significantly higher than AOM's -0.40% return.
BKAG
- 1D
- -0.06%
- 1M
- -1.30%
- YTD
- 0.16%
- 6M
- 0.86%
- 1Y
- 4.03%
- 3Y*
- 3.59%
- 5Y*
- 0.21%
- 10Y*
- —
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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BKAG vs. AOM - Expense Ratio Comparison
BKAG has a 0.00% 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%.
Return for Risk
BKAG vs. AOM — Risk / Return Rank
BKAG
AOM
BKAG vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Core Bond ETF (BKAG) 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.
| BKAG | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.40 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.30 | 2.03 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.29 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.19 | -0.44 |
Martin ratioReturn relative to average drawdown | 4.87 | 8.80 | -3.93 |
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
| BKAG | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.40 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.53 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.67 | -0.66 |
Correlation
The correlation between BKAG and AOM is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BKAG vs. AOM - Dividend Comparison
BKAG's dividend yield for the trailing twelve months is around 4.27%, more than AOM's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKAG BNY Mellon Core Bond ETF | 4.27% | 4.17% | 4.26% | 3.33% | 2.49% | 1.55% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BKAG vs. AOM - Drawdown Comparison
The maximum BKAG drawdown since its inception was -18.53%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for BKAG and AOM.
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Drawdown Indicators
| BKAG | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -19.96% | +1.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -5.35% | +2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -18.00% | -19.96% | +1.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.96% | — |
Current DrawdownCurrent decline from peak | -2.45% | -3.30% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -2.72% | -4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 1.33% | -0.43% |
Volatility
BKAG vs. AOM - Volatility Comparison
The current volatility for BNY Mellon Core Bond ETF (BKAG) is 1.72%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 3.26%. This indicates that BKAG experiences smaller price fluctuations and is considered to be less risky 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
| BKAG | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 3.26% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 4.89% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.37% | 8.24% | -3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 8.09% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.59% | 7.90% | -2.31% |