AOK vs RSMC
Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF).
AOK vs RSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AOK
$756M
RSMC
$754M
Expense Ratio
Winner
AOK
0.15%
RSMC
0.75%
Max Drawdown
Winner
AOK
20.42%
RSMC
22.33%
Sharpe Ratio
Winner
AOK
1.12
RSMC
0.45
5Y Beta
Winner
AOK
0.30
RSMC
0.97
P/E Ratio
AOK
N/A
RSMC
32.40
Forward P/E
AOK
N/A
RSMC
19.43
PEG Ratio
AOK
N/A
RSMC
0.80
5Y Dividends CAGR
AOK
14.05%
RSMC
N/A
5Y EPS CAGR
AOK
N/A
RSMC
16.96%
Debt to Equity
AOK
N/A
RSMC
62.55%
P/S Ratio
AOK
N/A
RSMC
0.79
P/B Ratio
AOK
N/A
RSMC
3.83
AOK vs RSMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOK
+0.26%
RSMC
-1.42%
3M
AOK
+1.68%
Winner
RSMC
+7.95%
6M
AOK
+3.17%
Winner
RSMC
+7.88%
1Y
Winner
AOK
+10.85%
RSMC
+9.84%
5Y(CAGR)
AOK
+3.51%
RSMC
N/A
10Y(CAGR)
AOK
+5.02%
RSMC
N/A
Max(CAGR)
AOK
+5.35%
Winner
RSMC
+5.79%
AOK vs RSMC - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOK | RSMC |
|---|---|---|
| 2026 | +2.77% | +9.12% |
| 2025 | +11.44% | -0.75% |
| 2024 | +7.10% | +0.68% |
| 2023 | +10.30% | N/A |
| 2022 | -13.75% | N/A |
| 2021 | +5.03% | N/A |
| 2020 | +8.81% | N/A |
| 2019 | +13.65% | N/A |
| 2018 | -3.25% | N/A |
| 2017 | +9.60% | N/A |
| 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 RSMC Drawdown Comparison
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The current AOK drawdown is -1.37%. The current RSMC drawdown is -2.70%.
| Rank | AOK | RSMC |
|---|---|---|
| #1 | -18.94% Nov 5, 2021 - Jul 16, 2024 | -22.33% Nov 25, 2024 - Apr 17, 2026 |
| #2 | -14.55% Feb 19, 2020 - Jun 8, 2020 | -4.34% Nov 11, 2024 - Nov 25, 2024 |
| #3 | -10.84% Nov 25, 2008 - Dec 9, 2008 | -4.29% May 8, 2026 - May 19, 2026 |
| #4 | -9.06% Dec 19, 2008 - May 8, 2009 | -3.31% Oct 16, 2024 - Nov 6, 2024 |
| #5 | -6.42% Apr 24, 2015 - Jun 3, 2016 | -2.65% Apr 24, 2026 - May 5, 2026 |
| #6 | -6.15% Jan 26, 2018 - Mar 15, 2019 | -0.09% May 6, 2026 - May 8, 2026 |
| #7 | -5.02% Nov 14, 2008 - Nov 25, 2008 | -0.05% Oct 14, 2024 - Oct 16, 2024 |
| #8 | -4.96% Feb 26, 2025 - May 13, 2025 | N/A |
| #9 | -4.50% Feb 25, 2026 - Apr 17, 2026 | N/A |
| #10 | -4.43% May 21, 2013 - Sep 18, 2013 | N/A |
| #11 | -3.79% May 8, 2009 - Jun 12, 2009 | N/A |
| #12 | -3.68% Jul 22, 2011 - Oct 28, 2011 | N/A |
| #13 | -3.64% Jun 12, 2009 - Aug 4, 2009 | N/A |
| #14 | -3.50% Dec 6, 2024 - Feb 26, 2025 | N/A |
| #15 | -3.41% Sep 7, 2016 - Feb 23, 2017 | N/A |
Correlation
Correlation between AOK and RSMC is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
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