AOM vs ARKQ

Comparison between ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).

5-Year PerformanceARKQ has outperformed AOM, delivering a return of +11.0% compared to +4.8%

AOM vs ARKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	ARKQ(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.15%	0.75%
Max Drawdown	21.59%	60.20%
Sharpe Ratio	1.79	2.02
5Y Beta	0.39	1.66
P/E Ratio	N/A	-1332.44
Forward P/E	N/A	45.03
PEG Ratio	N/A	1.47
5Y Dividends CAGR	14.67%	N/A
5Y EPS CAGR	N/A	16.86%
P/S Ratio	N/A	4.56
P/B Ratio	N/A	5.62

Net Assets

AOM

$1.70B

Winner

ARKQ

$1.80B

Expense Ratio

Winner

AOM

0.15%

ARKQ

0.75%

Max Drawdown

Winner

AOM

21.59%

ARKQ

60.20%

Sharpe Ratio

AOM

1.79

Winner

ARKQ

2.02

5Y Beta

Winner

AOM

0.39

ARKQ

1.66

P/E Ratio

AOM

N/A

ARKQ

-1332.44

Forward P/E

AOM

N/A

ARKQ

45.03

PEG Ratio

AOM

N/A

ARKQ

1.47

5Y Dividends CAGR

AOM

14.67%

ARKQ

N/A

5Y EPS CAGR

AOM

N/A

ARKQ

16.86%

P/S Ratio

AOM

N/A

ARKQ

4.56

P/B Ratio

AOM

N/A

ARKQ

5.62

AOM vs ARKQ - Historical Returns

Returns include dividend reinvestment.

Period	AOM	ARKQ
1 month	+3.04%	+12.61%
3 months	+2.10%	+6.81%
6 months	+5.81%	+19.40%
1 year	+16.29%	+85.62%
5 years(CAGR)	+4.77%	+11.04%
10 years(CAGR)	+6.32%	+23.08%
Max(CAGR)	+6.75%	+18.71%

AOM

+3.04%

Winner

ARKQ

+12.61%

AOM

+2.10%

Winner

ARKQ

+6.81%

AOM

+5.81%

Winner

ARKQ

+19.40%

AOM

+16.29%

Winner

ARKQ

+85.62%

5Y(CAGR)

AOM

+4.77%

Winner

ARKQ

+11.04%

10Y(CAGR)

AOM

+6.32%

Winner

ARKQ

+23.08%

Max(CAGR)

AOM

+6.75%

Winner

ARKQ

+18.71%

AOM vs ARKQ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	ARKQ
2026	+4.21%	+13.87%
2025	+13.40%	+50.23%
2024	+8.57%	+36.90%
2023	+11.84%	+42.50%
2022	-14.50%	-47.92%
2021	+7.13%	+1.02%
2020	+9.61%	+103.11%
2019	+15.48%	+25.63%
2018	-4.21%	-10.07%
2017	+11.47%	+50.37%
2016	+6.20%	+16.82%
2015	-1.18%	-1.41%
2014	+5.12%	+0.15%
2013	+8.94%	N/A
2012	+7.99%	N/A
2011	+1.82%	N/A
2010	+7.03%	N/A
2009	+12.74%	N/A
2008	+7.29%	N/A

AOM vs ARKQ Drawdown Comparison

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.

Rank	AOM	ARKQ
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-59.88% Feb 12, 2021 - Jul 17, 2025
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-36.74% Feb 19, 2020 - May 26, 2020
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-29.62% Apr 15, 2015 - Jul 26, 2016
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-22.97% Aug 29, 2018 - Dec 16, 2019
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-20.58% Jan 16, 2026 - May 8, 2026
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-18.79% Oct 29, 2025 - Jan 6, 2026
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-13.43% Mar 12, 2018 - Jun 18, 2018
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-13.00% Sep 2, 2020 - Oct 9, 2020
#9	-6.54% Feb 14, 2025 - May 13, 2025	-11.19% Jan 26, 2018 - Mar 12, 2018
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-10.26% Oct 5, 2016 - Dec 27, 2016
#11	-5.27% May 21, 2013 - Sep 18, 2013	-9.76% Nov 24, 2014 - Apr 10, 2015
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-9.21% Oct 14, 2020 - Nov 16, 2020
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-7.47% Jun 18, 2018 - Aug 27, 2018
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-7.19% Oct 3, 2014 - Oct 28, 2014
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-7.13% Jun 8, 2017 - Jul 25, 2017

Correlation

Correlation between AOM and ARKQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2008 - 2026)

AOM vs ARKQ dividend yield comparison.

Year	AOM	ARKQ
2026	0.63%	0.00%
2025	2.98%	0.27%
2024	3.10%	0.00%
2023	2.79%	0.00%
2022	2.27%	0.00%
2021	1.56%	0.80%
2020	2.02%	0.86%
2019	2.66%	0.00%
2018	2.53%	2.86%
2017	3.31%	1.54%
2016	2.14%	0.00%
2015	1.98%	0.98%
2014	2.08%	0.00%
2013	1.87%	0.00%
2012	2.11%	0.00%
2011	2.33%	0.00%
2010	1.72%	0.00%
2009	2.01%	0.00%
2008	0.58%	0.00%