ITDB vs. AOM
ITDB (Ishares Lifepath Target Date 2030 ETF) and AOM (iShares Core Moderate Allocation ETF) are both exchange-traded funds - ITDB is a Target Retirement Date fund actively managed by iShares, while AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate. ITDB is actively managed, while AOM is passively managed. Over the past year, ITDB returned 12.67% vs 10.81% for AOM. Their 0.95 correlation means they have historically moved very closely together. ITDB charges 0.09%/yr vs 0.25%/yr for AOM.
Performance
ITDB vs. AOM - Performance Comparison
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Returns By Period
In the year-to-date period, ITDB achieves a 5.71% return, which is significantly higher than AOM's 4.36% return.
ITDB
- 1D
- 0.00%
- 1M
- -0.51%
- 6M
- 3.92%
- YTD
- 5.71%
- 1Y
- 12.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.24%
AOM
- 1D
- 0.00%
- 1M
- -0.55%
- 6M
- 2.85%
- YTD
- 4.36%
- 1Y
- 10.81%
- 3Y*
- 9.93%
- 5Y*
- 4.40%
- 10Y*
- 5.98%
- ALL TIME*
- 7.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.08M | $6.99M | $7.49M | |
| $752.01K | $656.67K | $702.05K |
ITDB vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDB Ishares Lifepath Target Date 2030 ETF | 5.71% | 14.58% | 9.65% | 11.73% |
AOM iShares Core Moderate Allocation ETF | 4.36% | 13.28% | 7.95% | 9.61% |
Correlation
The correlation between ITDB and AOM is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2023 | 0.95 |
The correlation between ITDB and AOM has been stable across timeframes, ranging from 0.95 to 0.95 - a consistent structural relationship.
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Return for Risk
ITDB vs. AOM — Risk / Return Rank
ITDB
AOM
ITDB vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2030 ETF (ITDB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITDB | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.08 | +0.13 |
| Martin ratioReturn relative to average drawdown | 9.30 | 8.68 | +0.62 |
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Drawdowns
ITDB vs. AOM - Drawdown Comparison
The maximum ITDB drawdown since its inception was -8.41%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for ITDB and AOM.
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Drawdown Indicators
| ITDB | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.41% | -19.96% | +11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -5.66% | -5.11% | -0.55% |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.54% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.96% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.96% | — |
Current DrawdownCurrent decline from peak | -1.05% | -1.07% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -0.93% | -2.68% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 1.22% | +0.12% |
Volatility
ITDB vs. AOM - Volatility Comparison
Ishares Lifepath Target Date 2030 ETF (ITDB) and iShares Core Moderate Allocation ETF (AOM) have volatilities of 2.22% and 2.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDB | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 2.14% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 5.90% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.73% | 7.06% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.62% | 8.25% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.62% | 7.95% | +0.67% |
ITDB vs. AOM - Expense Ratio Comparison
ITDB has a 0.09% 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%.
Dividends
ITDB vs. AOM - Dividend Comparison
ITDB's dividend yield for the trailing twelve months is around 1.94%, less than AOM's 3.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.09% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
ITDB Ishares Lifepath Target Date 2030 ETF | 1.94% | 2.05% | 1.96% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.95, ITDB and AOM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ITDB has higher volatility (2.22%) compared to AOM (2.14%). In terms of maximum drawdown, ITDB dropped -8.41% vs AOM's -19.96%.
On 1-year performance, ITDB leads with 12.67% vs 10.81% for AOM. On fees, ITDB is cheaper at 0.09% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITDB has performed better with a 12.67% return vs 10.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITDB is cheaper with a 0.09% expense ratio, compared with 0.25% for AOM.
AOM has the higher dividend yield at 3.09%, compared with 1.94% for ITDB.
ITDB is categorized as Target Retirement Date, while AOM is Diversified Portfolio. Their fees differ too: 0.09% for ITDB and 0.25% for AOM.
ITDB currently has the higher Sharpe Ratio (1.62 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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