AOM vs BDJ

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and BlackRock Enhanced Equity Dividend Trust (BDJ, ETF).

5-Year PerformanceBDJ has outperformed AOM, delivering a return of +6.6% compared to +4.5%

AOM vs BDJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	BDJ(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.15%	N/A
Max Drawdown	21.59%	67.29%
Sharpe Ratio	1.28	1.09
5Y Beta	0.39	0.67
5Y Dividends CAGR	14.67%	8.87%

Net Assets

AOM

$1.70B

Winner

BDJ

$1.80B

Expense Ratio

AOM

0.15%

BDJ

N/A

Max Drawdown

Winner

AOM

21.59%

BDJ

67.29%

Sharpe Ratio

Winner

AOM

1.28

BDJ

1.09

5Y Beta

Winner

AOM

0.39

BDJ

0.67

5Y Dividends CAGR

Winner

AOM

14.67%

BDJ

8.87%

AOM vs BDJ - Historical Returns

Returns include dividend reinvestment.

Period	AOM	BDJ
1 month	+0.39%	+0.36%
3 months	+2.47%	-0.73%
6 months	+4.13%	+5.14%
1 year	+12.89%	+17.98%
5 years(CAGR)	+4.55%	+6.63%
10 years(CAGR)	+6.09%	+9.99%
Max(CAGR)	+6.67%	+6.50%

Winner

AOM

+0.39%

BDJ

+0.36%

Winner

AOM

+2.47%

BDJ

-0.73%

AOM

+4.13%

Winner

BDJ

+5.14%

AOM

+12.89%

Winner

BDJ

+17.98%

5Y(CAGR)

AOM

+4.55%

Winner

BDJ

+6.63%

10Y(CAGR)

AOM

+6.09%

Winner

BDJ

+9.99%

Max(CAGR)

Winner

AOM

+6.67%

BDJ

+6.50%

AOM vs BDJ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	AOM	BDJ
2026	+3.50%	+0.79%
2025	+13.40%	+25.92%
2024	+8.57%	+16.11%
2023	+11.84%	-6.20%
2022	-14.50%	+0.16%
2021	+7.13%	+27.16%
2020	+9.61%	-7.56%
2019	+15.48%	+35.36%
2018	-4.21%	-10.32%
2017	+11.47%	+20.33%
2016	+6.20%	+17.28%
2015	-1.18%	+0.64%
2014	+5.12%	+9.46%
2013	+8.94%	+16.64%
2012	+7.99%	+9.89%
2011	+1.82%	-11.57%
2010	+7.03%	+9.95%
2009	+12.74%	+15.40%
2008	+7.29%	-17.55%
2007	N/A	-18.38%
2006	N/A	+28.04%
2005	N/A	-12.89%

AOM vs BDJ Drawdown Comparison

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

The maximum drawdown for BDJ was -59.48%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.

The current AOM drawdown is -1.64%. The current BDJ drawdown is -3.70%.

Rank	AOM	BDJ
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-59.48% May 11, 2007 - Jul 18, 2013
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-48.16% Dec 31, 2019 - Mar 9, 2021
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-22.47% Sep 20, 2018 - Jul 24, 2019
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-21.40% Feb 2, 2023 - Jul 10, 2024
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-18.36% Jan 12, 2022 - Jan 12, 2023
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-17.83% Sep 6, 2005 - Aug 2, 2006
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-16.25% May 14, 2015 - May 24, 2016
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-14.38% Feb 28, 2025 - Jun 25, 2025
#9	-6.54% Feb 14, 2025 - May 13, 2025	-12.27% Feb 26, 2026 - Mar 30, 2026
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-10.42% Jan 26, 2018 - Jul 31, 2018
#11	-5.27% May 21, 2013 - Sep 18, 2013	-9.75% Nov 18, 2024 - Feb 5, 2025
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-9.11% Jun 11, 2021 - Jan 12, 2022
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-7.94% Jul 23, 2014 - Oct 28, 2014
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-7.06% Aug 17, 2016 - Nov 16, 2016
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-5.63% Jul 31, 2024 - Aug 23, 2024

Correlation

Correlation between AOM and BDJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2005 - 2026)

AOM vs BDJ dividend yield comparison.

Year	AOM	BDJ
2026	0.63%	3.38%
2025	2.98%	9.03%
2024	3.10%	8.21%
2023	2.79%	9.49%
2022	2.27%	12.18%
2021	1.56%	5.95%
2020	2.02%	7.08%
2019	2.66%	6.66%
2018	2.53%	7.21%
2017	3.31%	6.07%
2016	2.14%	6.88%
2015	1.98%	7.36%
2014	2.08%	6.90%
2013	1.87%	7.05%
2012	2.11%	9.05%
2011	2.33%	10.68%
2010	1.72%	11.26%
2009	2.01%	12.51%
2008	0.58%	13.44%
2007	0.00%	9.88%
2006	0.00%	8.67%
2005	0.00%	2.39%