IIPVX vs. AOM
Compare and contrast key facts about Voya Global Perspectives Fund (IIPVX) and iShares Core Moderate Allocation ETF (AOM).
IIPVX is managed by Voya. It was launched on Mar 27, 2013. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IIPVX or AOM.
Correlation
The correlation between IIPVX and AOM is 0.87, 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.
Performance
IIPVX vs. AOM - Performance Comparison
Key characteristics
Returns By Period
IIPVX
N/A
N/A
N/A
N/A
N/A
N/A
AOM
2.92%
1.66%
3.28%
10.94%
4.30%
4.86%
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IIPVX vs. AOM - Expense Ratio Comparison
IIPVX has a 0.33% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
IIPVX vs. AOM — Risk-Adjusted Performance Rank
IIPVX
AOM
IIPVX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Global Perspectives Fund (IIPVX) 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.
Dividends
IIPVX vs. AOM - Dividend Comparison
IIPVX has not paid dividends to shareholders, while AOM's dividend yield for the trailing twelve months is around 3.01%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIPVX Voya Global Perspectives Fund | 1.61% | 1.61% | 2.68% | 2.33% | 13.06% | 3.71% | 4.94% | 7.78% | 4.04% | 3.23% | 1.56% | 3.00% |
AOM iShares Core Moderate Allocation ETF | 3.01% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
Drawdowns
IIPVX vs. AOM - Drawdown Comparison
Volatility
IIPVX vs. AOM - Volatility Comparison
The current volatility for Voya Global Perspectives Fund (IIPVX) is 0.00%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 1.64%. This indicates that IIPVX 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.