AOM vs HEDJ
Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF).
5-Year PerformanceHEDJ has outperformed AOM, delivering a return of +10.7% compared to +4.5%
AOM vs HEDJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOM vs HEDJ - Historical Returns
Returns include dividend reinvestment.
AOM vs HEDJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOM | HEDJ |
|---|---|---|
| 2026 | +3.50% | +4.55% |
| 2025 | +13.40% | +23.50% |
| 2024 | +8.57% | +5.60% |
| 2023 | +11.84% | +23.15% |
| 2022 | -14.50% | -11.43% |
| 2021 | +7.13% | +22.25% |
| 2020 | +9.61% | -4.98% |
| 2019 | +15.48% | +27.10% |
| 2018 | -4.21% | -9.15% |
| 2017 | +11.47% | +12.11% |
| 2016 | +6.20% | +11.53% |
| 2015 | -1.18% | +5.16% |
| 2014 | +5.12% | +6.74% |
| 2013 | +8.94% | +19.10% |
| 2012 | +7.99% | +18.69% |
| 2011 | +1.82% | -10.30% |
| 2010 | +7.03% | +1.41% |
| 2009 | +12.74% | +0.00% |
| 2008 | +7.29% | N/A |
AOM vs HEDJ Drawdown Comparison
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 270 trading sessions.
The current AOM drawdown is -1.64%. The current HEDJ drawdown is -1.94%.
| Rank | AOM | HEDJ |
|---|---|---|
| #1 | -19.96% Nov 5, 2021 - Jun 18, 2024 | -38.18% Feb 12, 2020 - Mar 10, 2021 |
| #2 | -16.90% Feb 14, 2020 - Jul 15, 2020 | -26.09% Apr 10, 2015 - Mar 9, 2017 |
| #3 | -15.69% Jan 5, 2009 - Jul 23, 2009 | -22.22% Jan 4, 2022 - Feb 15, 2023 |
| #4 | -10.27% Nov 24, 2008 - Dec 8, 2008 | -21.93% Feb 17, 2011 - Dec 6, 2012 |
| #5 | -8.42% Nov 19, 2008 - Nov 24, 2008 | -16.93% May 22, 2018 - Apr 5, 2019 |
| #6 | -8.06% Jan 26, 2018 - Mar 29, 2019 | -15.93% Mar 19, 2025 - May 16, 2025 |
| #7 | -7.85% Apr 27, 2015 - Jun 8, 2016 | -13.36% Apr 14, 2010 - Jan 12, 2011 |
| #8 | -7.34% Jul 22, 2011 - Jan 27, 2012 | -12.12% Apr 1, 2024 - Jan 30, 2025 |
| #9 | -6.54% Feb 14, 2025 - May 13, 2025 | -12.04% Jun 19, 2014 - Dec 3, 2014 |
| #10 | -5.81% Apr 15, 2010 - Sep 20, 2010 | -11.90% Feb 25, 2026 - May 26, 2026 |
| #11 | -5.27% May 21, 2013 - Sep 18, 2013 | -11.01% May 21, 2013 - Aug 13, 2013 |
| #12 | -5.11% Feb 25, 2026 - Apr 17, 2026 | -10.52% Jul 28, 2023 - Dec 5, 2023 |
| #13 | -4.29% Jan 14, 2010 - Mar 16, 2010 | -10.14% Jan 19, 2010 - Mar 29, 2010 |
| #14 | -4.27% Apr 2, 2012 - Aug 6, 2012 | -8.96% Jan 23, 2018 - May 16, 2018 |
| #15 | -4.07% Dec 10, 2008 - Dec 30, 2008 | -8.61% Jul 24, 2019 - Oct 23, 2019 |
Correlation
Correlation between AOM and HEDJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
AOM vs HEDJ dividend yield comparison.
| Year | AOM | HEDJ |
|---|---|---|
| 2026 | 0.63% | 0.00% |
| 2025 | 2.98% | 1.63% |
| 2024 | 3.10% | 3.28% |
| 2023 | 2.79% | 3.31% |
| 2022 | 2.27% | 2.83% |
| 2021 | 1.56% | 2.08% |
| 2020 | 2.02% | 2.65% |
| 2019 | 2.66% | 1.82% |
| 2018 | 2.53% | 2.73% |
| 2017 | 3.31% | 2.27% |
| 2016 | 2.14% | 2.74% |
| 2015 | 1.98% | 9.44% |
| 2014 | 2.08% | 5.83% |
| 2013 | 1.87% | 1.85% |
| 2012 | 2.11% | 2.27% |
| 2011 | 2.33% | 3.39% |
| 2010 | 1.72% | 3.53% |
| 2009 | 2.01% | 0.00% |
| 2008 | 0.58% | 0.00% |
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