AOK vs HMOP

Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and HARTFORD MUNICIPAL OPPORTUNITIES ETF (HMOP, ETF).

5-Year PerformanceAOK has outperformed HMOP, delivering a return of +3.5% compared to +1.1%

AOK vs HMOP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOK(ETF)	HMOP(ETF)
Net Assets	$782M	$785M
Expense Ratio	0.15%	0.29%
Max Drawdown	20.42%	16.09%
Sharpe Ratio	0.82	0.25
5Y Beta	0.31	0.03
5Y Dividends CAGR	16.01%	-6.56%

Net Assets

AOK

$782M

Winner

HMOP

$785M

Expense Ratio

Winner

AOK

0.15%

HMOP

0.29%

Max Drawdown

AOK

20.42%

Winner

HMOP

16.09%

Sharpe Ratio

Winner

AOK

0.82

HMOP

0.25

5Y Beta

AOK

0.31

Winner

HMOP

0.03

5Y Dividends CAGR

Winner

AOK

16.01%

HMOP

-6.56%

AOK vs HMOP - Historical Returns

Returns include dividend reinvestment.

Period	AOK	HMOP
1 month	+1.51%	+0.37%
3 months	+1.22%	+0.30%
6 months	+1.88%	-1.23%
1 year	+8.33%	+4.45%
5 years(CAGR)	+3.53%	+1.12%
10 years(CAGR)	+4.90%	+2.57%
Max(CAGR)	+5.37%	+2.57%

Winner

AOK

+1.51%

HMOP

+0.37%

Winner

AOK

+1.22%

HMOP

+0.30%

Winner

AOK

+1.88%

HMOP

-1.23%

Winner

AOK

+8.33%

HMOP

+4.45%

5Y(CAGR)

Winner

AOK

+3.53%

HMOP

+1.12%

10Y(CAGR)

Winner

AOK

+4.90%

HMOP

+2.57%

Max(CAGR)

Winner

AOK

+5.37%

HMOP

+2.57%

AOK vs HMOP - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOK	HMOP
2026	+4.29%	+0.78%
2025	+11.44%	+4.78%
2024	+7.10%	+2.62%
2023	+10.30%	+6.62%
2022	-13.75%	-8.27%
2021	+5.03%	+1.96%
2020	+8.81%	+5.35%
2019	+13.65%	+7.75%
2018	-3.25%	+1.57%
2017	+9.60%	+0.05%
2016	+5.60%	N/A
2015	-1.07%	N/A
2014	+4.47%	N/A
2013	+6.05%	N/A
2012	+6.34%	N/A
2011	+4.24%	N/A
2010	+6.63%	N/A
2009	+8.46%	N/A
2008	+4.06%	N/A

AOK vs HMOP Drawdown Comparison

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The maximum drawdown for HMOP was -13.12%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.

The current AOK drawdown is -0.57%. The current HMOP drawdown is -1.46%.

Rank	AOK	HMOP
#1	-18.94% Nov 5, 2021 - Jul 16, 2024	-13.12% Jul 19, 2021 - Aug 5, 2024
#2	-14.55% Feb 19, 2020 - Jun 8, 2020	-11.23% Mar 9, 2020 - Jul 30, 2020
#3	-10.84% Nov 25, 2008 - Dec 9, 2008	-3.71% Feb 28, 2025 - Sep 5, 2025
#4	-9.06% Dec 19, 2008 - May 8, 2009	-2.70% Feb 27, 2026 - Mar 26, 2026
#5	-6.42% Apr 24, 2015 - Jun 3, 2016	-2.35% Dec 6, 2024 - Feb 26, 2025
#6	-6.15% Jan 26, 2018 - Mar 15, 2019	-2.02% Oct 3, 2024 - Dec 4, 2024
#7	-5.02% Nov 14, 2008 - Nov 25, 2008	-1.95% Feb 11, 2021 - May 28, 2021
#8	-4.96% Feb 26, 2025 - May 13, 2025	-1.76% Jan 25, 2018 - Dec 4, 2018
#9	-4.50% Feb 25, 2026 - Apr 17, 2026	-1.59% Aug 28, 2019 - Jan 3, 2020
#10	-4.43% May 21, 2013 - Sep 18, 2013	-0.88% Aug 7, 2020 - Nov 17, 2020
#11	-3.79% May 8, 2009 - Jun 12, 2009	-0.81% Aug 5, 2024 - Sep 5, 2024
#12	-3.68% Jul 22, 2011 - Oct 28, 2011	-0.79% Dec 18, 2017 - Jan 3, 2018
#13	-3.64% Jun 12, 2009 - Aug 4, 2009	-0.69% Jan 3, 2018 - Jan 25, 2018
#14	-3.50% Dec 6, 2024 - Feb 26, 2025	-0.47% Oct 27, 2025 - Nov 10, 2025
#15	-3.41% Sep 7, 2016 - Feb 23, 2017	-0.46% Sep 17, 2025 - Oct 13, 2025

Correlation

Correlation between AOK and HMOP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2008 - 2026)

AOK vs HMOP dividend yield comparison.

Year	AOK	HMOP
2026	1.79%	2.04%
2025	3.28%	3.39%
2024	3.23%	3.22%
2023	2.93%	2.92%
2022	2.25%	2.12%
2021	1.55%	1.67%
2020	2.10%	5.26%
2019	2.71%	2.87%
2018	2.68%	2.27%
2017	2.91%	0.00%
2016	2.14%	0.00%
2015	2.02%	0.00%
2014	2.08%	0.00%
2013	1.82%	0.00%
2012	2.05%	0.00%
2011	2.35%	0.00%
2010	1.78%	0.00%
2009	2.33%	0.00%
2008	0.44%	0.00%