AOM vs DFAR
Comparison between ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
AOM vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOM
$1.70B
DFAR
$1.70B
Expense Ratio
Winner
AOM
0.15%
DFAR
0.19%
Max Drawdown
Winner
AOM
21.59%
DFAR
34.66%
Sharpe Ratio
Winner
AOM
1.78
DFAR
0.81
5Y Beta
Winner
AOM
0.39
DFAR
0.49
P/E Ratio
AOM
N/A
DFAR
33.87
Forward P/E
AOM
N/A
DFAR
34.22
5Y Dividends CAGR
AOM
14.67%
DFAR
N/A
5Y EPS CAGR
AOM
N/A
DFAR
8.31%
Debt to Equity
AOM
N/A
DFAR
-13.78%
P/S Ratio
AOM
N/A
DFAR
7.39
P/B Ratio
AOM
N/A
DFAR
2.58
AOM vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
AOM
+2.89%
Winner
DFAR
+4.34%
3M
AOM
+2.04%
Winner
DFAR
+5.98%
6M
AOM
+4.85%
Winner
DFAR
+10.99%
1Y
Winner
AOM
+15.20%
DFAR
+13.55%
5Y(CAGR)
Winner
AOM
+4.96%
DFAR
+3.44%
10Y(CAGR)
AOM
+6.27%
DFAR
N/A
Max(CAGR)
Winner
AOM
+6.74%
DFAR
+3.44%
AOM vs DFAR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOM | DFAR |
|---|---|---|
| 2026 | +4.11% | +13.41% |
| 2025 | +13.40% | +2.24% |
| 2024 | +8.57% | +4.24% |
| 2023 | +11.84% | +11.20% |
| 2022 | -14.50% | -14.29% |
| 2021 | +7.13% | N/A |
| 2020 | +9.61% | N/A |
| 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 DFAR Drawdown Comparison
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current AOM drawdown is -0.10%. The current DFAR drawdown is -0.23%.
| Rank | AOM | DFAR |
|---|---|---|
| #1 | -19.96% Nov 5, 2021 - Jun 18, 2024 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -16.90% Feb 14, 2020 - Jul 15, 2020 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #3 | -15.69% Jan 5, 2009 - Jul 23, 2009 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #4 | -10.27% Nov 24, 2008 - Dec 8, 2008 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #5 | -8.42% Nov 19, 2008 - Nov 24, 2008 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #6 | -8.06% Jan 26, 2018 - Mar 29, 2019 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #7 | -7.85% Apr 27, 2015 - Jun 8, 2016 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #8 | -7.34% Jul 22, 2011 - Jan 27, 2012 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #9 | -6.54% Feb 14, 2025 - May 13, 2025 | -0.54% May 6, 2026 - May 7, 2026 |
| #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 DFAR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2008 - 2026)
AOM vs DFAR dividend yield comparison.
| Year | AOM | DFAR |
|---|---|---|
| 2026 | 0.63% | 0.16% |
| 2025 | 2.98% | 2.97% |
| 2024 | 3.10% | 2.89% |
| 2023 | 2.79% | 3.06% |
| 2022 | 2.27% | 1.69% |
| 2021 | 1.56% | 0.00% |
| 2020 | 2.02% | 0.00% |
| 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% |
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