Correlation
The correlation between TBFG and AOM is 0.83, 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.
TBFG vs. AOM
Compare and contrast key facts about The Brinsmere Fund - Growth ETF (TBFG) and iShares Core Moderate Allocation ETF (AOM).
TBFG and AOM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TBFG is an actively managed fund by The Brinsmere Funds. It was launched on Jan 12, 2024. 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: TBFG or AOM.
Performance
TBFG vs. AOM - Performance Comparison
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Key characteristics
TBFG:
0.39
AOM:
1.11
TBFG:
0.53
AOM:
1.54
TBFG:
1.07
AOM:
1.21
TBFG:
0.30
AOM:
1.34
TBFG:
1.15
AOM:
5.57
TBFG:
3.48%
AOM:
1.57%
TBFG:
12.59%
AOM:
8.36%
TBFG:
-13.42%
AOM:
-19.96%
TBFG:
-3.05%
AOM:
0.00%
Returns By Period
In the year-to-date period, TBFG achieves a 0.90% return, which is significantly lower than AOM's 3.67% return.
TBFG
0.90%
3.10%
-2.26%
4.41%
N/A
N/A
N/A
AOM
3.67%
2.24%
1.83%
8.68%
6.13%
5.16%
4.86%
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TBFG vs. AOM - Expense Ratio Comparison
TBFG has a 0.42% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
TBFG vs. AOM — Risk-Adjusted Performance Rank
TBFG
AOM
TBFG vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Brinsmere Fund - Growth ETF (TBFG) 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.
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Dividends
TBFG vs. AOM - Dividend Comparison
TBFG's dividend yield for the trailing twelve months is around 2.59%, less than AOM's 3.06% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TBFG The Brinsmere Fund - Growth ETF | 2.59% | 2.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOM iShares Core Moderate Allocation ETF | 3.06% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
Drawdowns
TBFG vs. AOM - Drawdown Comparison
The maximum TBFG drawdown since its inception was -13.42%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for TBFG and AOM.
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Volatility
TBFG vs. AOM - Volatility Comparison
The Brinsmere Fund - Growth ETF (TBFG) has a higher volatility of 2.35% compared to iShares Core Moderate Allocation ETF (AOM) at 1.85%. This indicates that TBFG'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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