WRTH vs. AOM
WRTH (Worth Charting Options Income ETF) and AOM (iShares Core Moderate Allocation ETF) are both exchange-traded funds - WRTH is a Derivative Income fund actively managed by Tidal, while AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate. WRTH is actively managed, while AOM is passively managed. Their -0.11 correlation means they have often moved in opposite directions in the past. WRTH charges 1.02%/yr vs 0.25%/yr for AOM.
Performance
WRTH vs. AOM - Performance Comparison
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Returns By Period
WRTH
- 1D
- -0.51%
- 1M
- 1.48%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
AOM
- 1D
- 0.95%
- 1M
- 0.99%
- 6M
- 4.62%
- YTD
- 5.97%
- 1Y
- 11.77%
- 3Y*
- 10.81%
- 5Y*
- 4.63%
- 10Y*
- 6.08%
- ALL TIME*
- 7.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.03M | $6.79M | $7.44M | |
| $1.43M | $1.25M | $1.45M |
WRTH vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WRTH Worth Charting Options Income ETF | 3.57% |
AOM iShares Core Moderate Allocation ETF | 2.87% |
Correlation
The correlation between WRTH and AOM is -0.11, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 28, 2026 | -0.11 |
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Return for Risk
WRTH vs. AOM — Risk / Return Rank
WRTH
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOM
WRTH vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Worth Charting Options Income ETF (WRTH) 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.
| WRTH | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.31 | — |
| Martin ratioReturn relative to average drawdown | — | 9.66 | — |
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Drawdowns
WRTH vs. AOM - Drawdown Comparison
The maximum WRTH drawdown since its inception was -6.20%, smaller than the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for WRTH and AOM.
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Drawdown Indicators
| WRTH | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.20% | -19.96% | +13.76% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.11% | — |
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 | -4.76% | 0.00% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -2.68% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.22% | — |
Volatility
WRTH vs. AOM - Volatility Comparison
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Volatility by Period
| WRTH | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.38% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.98% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 7.13% | +9.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 8.26% | +8.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 7.95% | +8.86% |
WRTH vs. AOM - Expense Ratio Comparison
WRTH has a 1.02% expense ratio, which is higher than AOM's 0.25% expense ratio.
Dividends
WRTH vs. AOM - Dividend Comparison
WRTH's dividend yield for the trailing twelve months is around 1.61%, less than AOM's 3.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.05% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
WRTH Worth Charting Options Income ETF | 1.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WRTH and AOM have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOM is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOM is cheaper with a 0.25% expense ratio, compared with 1.02% for WRTH.
AOM has the higher dividend yield at 3.05%, compared with 1.61% for WRTH.
WRTH is categorized as Derivative Income, while AOM is Diversified Portfolio. They also come from different issuers: Tidal and iShares. Their fees differ too: 1.02% for WRTH and 0.25% for AOM.
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