INPFX vs. AOM
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and iShares Core Moderate Allocation ETF (AOM).
INPFX is managed by American Funds. It was launched on May 18, 2012. 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
INPFX vs. AOM - Performance Comparison
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INPFX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
AOM iShares Core Moderate Allocation ETF | -0.75% | 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, INPFX achieves a -1.32% return, which is significantly lower than AOM's -0.75% return. Over the past 10 years, INPFX has outperformed AOM with an annualized return of 6.84%, while AOM has yielded a comparatively lower 5.82% annualized return.
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
AOM
- 1D
- 1.39%
- 1M
- -3.60%
- YTD
- -0.75%
- 6M
- 1.24%
- 1Y
- 11.30%
- 3Y*
- 9.16%
- 5Y*
- 4.22%
- 10Y*
- 5.82%
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INPFX vs. AOM - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is higher than AOM's 0.25% expense ratio.
Return for Risk
INPFX vs. AOM — Risk / Return Rank
INPFX
AOM
INPFX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) 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.
| INPFX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.38 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.99 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.14 | -0.59 |
Martin ratioReturn relative to average drawdown | 6.91 | 8.72 | -1.81 |
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
| INPFX | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.38 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.52 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.66 | +0.22 |
Correlation
The correlation between INPFX and AOM is 0.88, 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
INPFX vs. AOM - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, more than AOM's 3.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
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
INPFX vs. AOM - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for INPFX and AOM.
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Drawdown Indicators
| INPFX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -19.96% | -1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -5.35% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -19.96% | +4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -19.96% | -1.35% |
Current DrawdownCurrent decline from peak | -5.13% | -3.64% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -2.72% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.31% | +0.09% |
Volatility
INPFX vs. AOM - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 3.27%. This indicates that INPFX 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
| INPFX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 3.27% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 4.88% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 8.23% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 8.09% | -0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 7.90% | +0.44% |