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DHHF.AX vs. AOM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DHHF.AX vs. AOM - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Betashares Diversified All Growth ETF (DHHF.AX) and iShares Core Moderate Allocation ETF (AOM). The values are adjusted to include any dividend payments, if applicable.

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DHHF.AX vs. AOM - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
DHHF.AX
Betashares Diversified All Growth ETF
-4.82%11.88%21.74%17.00%-8.93%23.07%3.80%0.84%
AOM
iShares Core Moderate Allocation ETF
-4.16%5.06%18.81%12.47%-8.89%13.20%0.36%-0.70%
Different Trading Currencies

DHHF.AX is traded in AUD, while AOM is traded in USD. To make them comparable, the AOM values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, DHHF.AX achieves a -4.82% return, which is significantly lower than AOM's -4.16% return.


DHHF.AX

1D
0.45%
1M
-5.52%
YTD
-4.82%
6M
-3.50%
1Y
10.09%
3Y*
13.00%
5Y*
9.71%
10Y*

AOM

1D
0.48%
1M
-0.74%
YTD
-4.16%
6M
-3.14%
1Y
0.60%
3Y*
7.95%
5Y*
6.26%
10Y*
6.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DHHF.AX vs. AOM - Expense Ratio Comparison

DHHF.AX has a 0.19% 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

DHHF.AX vs. AOM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DHHF.AX
DHHF.AX Risk / Return Rank: 4444
Overall Rank
DHHF.AX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
DHHF.AX Sortino Ratio Rank: 4343
Sortino Ratio Rank
DHHF.AX Omega Ratio Rank: 4444
Omega Ratio Rank
DHHF.AX Calmar Ratio Rank: 4747
Calmar Ratio Rank
DHHF.AX Martin Ratio Rank: 4343
Martin Ratio Rank

AOM
AOM Risk / Return Rank: 8080
Overall Rank
AOM Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
AOM Sortino Ratio Rank: 8080
Sortino Ratio Rank
AOM Omega Ratio Rank: 7878
Omega Ratio Rank
AOM Calmar Ratio Rank: 8181
Calmar Ratio Rank
AOM Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DHHF.AX vs. AOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Betashares Diversified All Growth ETF (DHHF.AX) 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.


DHHF.AXAOMDifference

Sharpe ratio

Return per unit of total volatility

0.79

0.07

+0.72

Sortino ratio

Return per unit of downside risk

1.17

0.15

+1.02

Omega ratio

Gain probability vs. loss probability

1.17

1.02

+0.15

Calmar ratio

Return relative to maximum drawdown

1.17

0.16

+1.01

Martin ratio

Return relative to average drawdown

4.00

0.46

+3.54

DHHF.AX vs. AOM - Sharpe Ratio Comparison

The current DHHF.AX Sharpe Ratio is 0.79, which is higher than the AOM Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of DHHF.AX and AOM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DHHF.AXAOMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.07

+0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

0.75

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.57

+0.15

Correlation

The correlation between DHHF.AX and AOM is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

DHHF.AX vs. AOM - Dividend Comparison

DHHF.AX's dividend yield for the trailing twelve months is around 2.30%, less than AOM's 3.00% yield.


TTM20252024202320222021202020192018201720162015
DHHF.AX
Betashares Diversified All Growth ETF
2.30%2.13%1.99%2.38%4.24%1.28%1.25%0.00%0.00%0.00%0.00%0.00%
AOM
iShares Core Moderate Allocation ETF
3.00%2.98%3.10%2.79%2.27%1.56%2.02%2.66%2.53%3.31%2.14%1.98%

Drawdowns

DHHF.AX vs. AOM - Drawdown Comparison

The maximum DHHF.AX drawdown since its inception was -28.54%, which is greater than AOM's maximum drawdown of -25.53%. Use the drawdown chart below to compare losses from any high point for DHHF.AX and AOM.


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Drawdown Indicators


DHHF.AXAOMDifference

Max Drawdown

Largest peak-to-trough decline

-28.54%

-19.96%

-8.58%

Max Drawdown (1Y)

Largest decline over 1 year

-8.03%

-5.35%

-2.68%

Max Drawdown (5Y)

Largest decline over 5 years

-17.30%

-19.96%

+2.66%

Max Drawdown (10Y)

Largest decline over 10 years

-19.96%

Current Drawdown

Current decline from peak

-6.90%

-3.64%

-3.26%

Average Drawdown

Average peak-to-trough decline

-4.25%

-2.72%

-1.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

1.31%

+1.04%

Volatility

DHHF.AX vs. AOM - Volatility Comparison

Betashares Diversified All Growth ETF (DHHF.AX) has a higher volatility of 4.95% compared to iShares Core Moderate Allocation ETF (AOM) at 2.86%. This indicates that DHHF.AX'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


DHHF.AXAOMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.95%

2.86%

+2.09%

Volatility (6M)

Calculated over the trailing 6-month period

7.61%

5.06%

+2.55%

Volatility (1Y)

Calculated over the trailing 1-year period

12.84%

9.12%

+3.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.16%

8.41%

+2.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.28%

8.57%

+4.71%