AOM vs FDIS

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF (FDIS, ETF).

5-Year PerformanceFDIS has outperformed AOM, delivering a return of +6.0% compared to +4.7%

AOM vs FDIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	FDIS(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.15%	0.08%
Max Drawdown	21.59%	39.81%
Sharpe Ratio	1.34	0.38
5Y Beta	0.40	1.19
P/E Ratio	N/A	33.18
Forward P/E	N/A	24.01
5Y Dividends CAGR	14.67%	12.64%
5Y EPS CAGR	N/A	17.12%
Debt to Equity	N/A	-125.17%
P/S Ratio	N/A	1.79
P/B Ratio	N/A	5.35

Net Assets

AOM

$1.80B

FDIS

$1.80B

Expense Ratio

AOM

0.15%

Winner

FDIS

0.08%

Max Drawdown

Winner

AOM

21.59%

FDIS

39.81%

Sharpe Ratio

Winner

AOM

1.34

FDIS

0.38

5Y Beta

Winner

AOM

0.40

FDIS

1.19

P/E Ratio

AOM

N/A

FDIS

33.18

Forward P/E

AOM

N/A

FDIS

24.01

5Y Dividends CAGR

Winner

AOM

14.67%

FDIS

12.64%

5Y EPS CAGR

AOM

N/A

FDIS

17.12%

Debt to Equity

AOM

N/A

FDIS

-125.17%

P/S Ratio

AOM

N/A

FDIS

1.79

P/B Ratio

AOM

N/A

FDIS

5.35

AOM vs FDIS - Historical Returns

Returns include dividend reinvestment.

Period	AOM	FDIS
1 month	+0.77%	+0.47%
3 months	+4.95%	+7.45%
6 months	+5.32%	-1.14%
1 year	+12.79%	+11.19%
5 years(CAGR)	+4.66%	+6.04%
10 years(CAGR)	+6.27%	+13.95%
Max(CAGR)	+6.72%	+12.76%

Winner

AOM

+0.77%

FDIS

+0.47%

AOM

+4.95%

Winner

FDIS

+7.45%

Winner

AOM

+5.32%

FDIS

-1.14%

Winner

AOM

+12.79%

FDIS

+11.19%

5Y(CAGR)

AOM

+4.66%

Winner

FDIS

+6.04%

10Y(CAGR)

AOM

+6.27%

Winner

FDIS

+13.95%

Max(CAGR)

AOM

+6.72%

Winner

FDIS

+12.76%

AOM vs FDIS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	FDIS
2026	+4.48%	+0.59%
2025	+13.40%	+6.93%
2024	+8.57%	+25.52%
2023	+11.84%	+41.21%
2022	-14.50%	-36.65%
2021	+7.13%	+25.74%
2020	+9.61%	+47.69%
2019	+15.48%	+26.42%
2018	-4.21%	-2.24%
2017	+11.47%	+22.33%
2016	+6.20%	+8.50%
2015	-1.18%	+7.38%
2014	+5.12%	+10.00%
2013	+8.94%	+6.47%
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 FDIS Drawdown Comparison

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

The maximum drawdown for FDIS was -39.16%, occurring on Dec 28, 2022. Recovery took 754 trading sessions.

The current AOM drawdown is -0.70%. The current FDIS drawdown is -4.58%.

Rank	AOM	FDIS
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-39.16% Nov 5, 2021 - Nov 6, 2024
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-36.29% Feb 20, 2020 - Jun 8, 2020
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-27.43% Dec 17, 2024 - Sep 15, 2025
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-21.81% Sep 27, 2018 - Apr 8, 2019
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-16.68% Nov 3, 2015 - Jul 12, 2016
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-15.50% Jan 9, 2026 - Mar 30, 2026
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-11.37% Jul 31, 2015 - Nov 2, 2015
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-9.71% Jan 26, 2018 - Jun 6, 2018
#9	-6.54% Feb 14, 2025 - May 13, 2025	-9.41% Sep 2, 2020 - Oct 12, 2020
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-9.30% Sep 16, 2025 - Dec 15, 2025
#11	-5.27% May 21, 2013 - Sep 18, 2013	-9.21% Apr 26, 2019 - Jul 3, 2019
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-9.01% Oct 13, 2020 - Nov 23, 2020
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-8.68% Feb 8, 2021 - Apr 5, 2021
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-8.55% Sep 5, 2014 - Nov 12, 2014
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-8.30% Dec 31, 2013 - Feb 27, 2014

Correlation

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

0.98

-101

Dividend Comparison (2008 - 2026)

AOM vs FDIS dividend yield comparison.

Year	AOM	FDIS
2026	0.62%	0.18%
2025	2.98%	0.75%
2024	3.10%	0.69%
2023	2.79%	0.78%
2022	2.27%	1.00%
2021	1.56%	0.58%
2020	2.02%	0.59%
2019	2.66%	1.14%
2018	2.53%	1.29%
2017	3.31%	1.00%
2016	2.14%	1.62%
2015	1.98%	1.25%
2014	2.08%	1.01%
2013	1.87%	0.28%
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%