AOM vs AVIG

Comparison between ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceAOM has outperformed AVIG, delivering a return of +5.0% compared to +0.3%

AOM vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	AVIG(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.15%	0.15%
Max Drawdown	21.59%	23.45%
Sharpe Ratio	1.78	0.59
5Y Beta	0.39	0.06
5Y Dividends CAGR	14.67%	46.85%

Net Assets

AOM

$1.70B

Winner

AVIG

$1.80B

Expense Ratio

AOM

0.15%

AVIG

0.15%

Max Drawdown

Winner

AOM

21.59%

AVIG

23.45%

Sharpe Ratio

Winner

AOM

1.78

AVIG

0.59

5Y Beta

AOM

0.39

Winner

AVIG

0.06

5Y Dividends CAGR

AOM

14.67%

Winner

AVIG

46.85%

AOM vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	AOM	AVIG
1 month	+2.89%	-0.00%
3 months	+2.04%	-0.36%
6 months	+4.85%	+0.68%
1 year	+15.20%	+6.28%
5 years(CAGR)	+4.96%	+0.29%
10 years(CAGR)	+6.27%	N/A
Max(CAGR)	+6.74%	-0.09%

Winner

AOM

+2.89%

AVIG

-0.00%

Winner

AOM

+2.04%

AVIG

-0.36%

Winner

AOM

+4.85%

AVIG

+0.68%

Winner

AOM

+15.20%

AVIG

+6.28%

5Y(CAGR)

Winner

AOM

+4.96%

AVIG

+0.29%

10Y(CAGR)

AOM

+6.27%

AVIG

N/A

Max(CAGR)

Winner

AOM

+6.74%

AVIG

-0.09%

AOM vs AVIG - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	AVIG
2026	+4.11%	+0.36%
2025	+13.40%	+7.93%
2024	+8.57%	+2.00%
2023	+11.84%	+5.87%
2022	-14.50%	-13.37%
2021	+7.13%	-2.02%
2020	+9.61%	+0.96%
2019	+15.48%	N/A
2018	-4.21%	N/A
2017	+11.47%	N/A
2016	+6.20%	N/A
2015	-1.18%	N/A
2014	+5.12%	N/A
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 AVIG Drawdown Comparison

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

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current AOM drawdown is -0.10%. The current AVIG drawdown is -1.44%.

Rank	AOM	AVIG
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	N/A
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	N/A
#9	-6.54% Feb 14, 2025 - May 13, 2025	N/A
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	N/A
#11	-5.27% May 21, 2013 - Sep 18, 2013	N/A
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	N/A
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	N/A
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	N/A
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	N/A

Correlation

Correlation between AOM and AVIG is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2008 - 2026)

AOM vs AVIG dividend yield comparison.

Year	AOM	AVIG
2026	0.63%	1.44%
2025	2.98%	4.36%
2024	3.10%	4.66%
2023	2.79%	4.06%
2022	2.27%	2.53%
2021	1.56%	1.12%
2020	2.02%	0.22%
2019	2.66%	0.00%
2018	2.53%	0.00%
2017	3.31%	0.00%
2016	2.14%	0.00%
2015	1.98%	0.00%
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%