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AOM vs DTCR

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF (DTCR, ETF).

5-Year PerformanceDTCR has outperformed AOM, delivering a return of +14.4% compared to +4.5%

AOM vs DTCR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOM
$1.70B
DTCR
$1.70B
Expense Ratio
Winner
AOM
0.15%
DTCR
0.50%
Max Drawdown
Winner
AOM
21.59%
DTCR
39.60%
Sharpe Ratio
AOM
1.28
Winner
DTCR
2.37
5Y Beta
Winner
AOM
0.39
DTCR
0.92
P/E Ratio
AOM
N/A
DTCR
27.95
Forward P/E
AOM
N/A
DTCR
34.43
PEG Ratio
AOM
N/A
DTCR
0.06
5Y Dividends CAGR
AOM
14.67%
Winner
DTCR
54.60%
5Y EPS CAGR
AOM
N/A
DTCR
18.41%
Debt to Equity
AOM
N/A
DTCR
171.85%
P/S Ratio
AOM
N/A
DTCR
2.98
P/B Ratio
AOM
N/A
DTCR
6.41

AOM vs DTCR - Historical Returns

Returns include dividend reinvestment.

1M
AOM
+0.39%
Winner
DTCR
+4.18%
3M
AOM
+2.47%
Winner
DTCR
+22.61%
6M
AOM
+4.13%
Winner
DTCR
+44.43%
1Y
AOM
+12.89%
Winner
DTCR
+72.01%
5Y(CAGR)
AOM
+4.55%
Winner
DTCR
+14.38%
10Y(CAGR)
AOM
+6.09%
DTCR
N/A
Max(CAGR)
AOM
+6.67%
Winner
DTCR
+15.60%

AOM vs DTCR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearAOMDTCR
2026+3.50%+39.59%
2025+13.40%+28.66%
2024+8.57%+15.68%
2023+11.84%+17.13%
2022-14.50%-30.34%
2021+7.13%+22.39%
2020+9.61%+5.80%
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 DTCR Drawdown Comparison

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

The maximum drawdown for DTCR was -38.98%, occurring on Oct 14, 2022. Recovery took 710 trading sessions.

The current AOM drawdown is -1.64%. The current DTCR drawdown is -5.52%.

RankAOMDTCR
#1-19.96%
Nov 5, 2021 - Jun 18, 2024
-38.98%
Dec 30, 2021 - Oct 28, 2024
#2-16.90%
Feb 14, 2020 - Jul 15, 2020
-24.96%
Feb 20, 2025 - Jul 17, 2025
#3-15.69%
Jan 5, 2009 - Jul 23, 2009
-12.89%
Oct 27, 2025 - Jan 6, 2026
#4-10.27%
Nov 24, 2008 - Dec 8, 2008
-12.86%
Feb 2, 2021 - Apr 23, 2021
#5-8.42%
Nov 19, 2008 - Nov 24, 2008
-12.06%
Sep 3, 2021 - Dec 28, 2021
#6-8.06%
Jan 26, 2018 - Mar 29, 2019
-12.02%
Feb 13, 2026 - Apr 10, 2026
#7-7.85%
Apr 27, 2015 - Jun 8, 2016
-8.61%
Oct 28, 2024 - Feb 11, 2025
#8-7.34%
Jul 22, 2011 - Jan 27, 2012
-6.93%
Jan 28, 2026 - Feb 11, 2026
#9-6.54%
Feb 14, 2025 - May 13, 2025
-6.65%
Apr 28, 2021 - Jun 2, 2021
#10-5.81%
Apr 15, 2010 - Sep 20, 2010
-6.20%
Jul 23, 2025 - Sep 11, 2025
#11-5.27%
May 21, 2013 - Sep 18, 2013
-5.52%
Jun 2, 2026 - Jun 5, 2026
#12-5.11%
Feb 25, 2026 - Apr 17, 2026
-5.29%
Nov 6, 2020 - Dec 31, 2020
#13-4.29%
Jan 14, 2010 - Mar 16, 2010
-4.37%
May 11, 2026 - May 26, 2026
#14-4.27%
Apr 2, 2012 - Aug 6, 2012
-3.24%
Oct 20, 2025 - Oct 24, 2025
#15-4.07%
Dec 10, 2008 - Dec 30, 2008
-2.97%
Jan 26, 2021 - Feb 1, 2021

Correlation

Correlation between AOM and DTCR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2008 - 2026)

AOM vs DTCR dividend yield comparison.

YearAOMDTCR
20260.63%0.00%
20252.98%1.10%
20243.10%1.72%
20232.79%1.18%
20222.27%2.57%
20211.56%1.27%
20202.02%0.30%
20192.66%0.00%
20182.53%0.00%
20173.31%0.00%
20162.14%0.00%
20151.98%0.00%
20142.08%0.00%
20131.87%0.00%
20122.11%0.00%
20112.33%0.00%
20101.72%0.00%
20092.01%0.00%
20080.58%0.00%

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