AOM vs IYE

Comparison between ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).

5-Year PerformanceIYE has outperformed AOM, delivering a return of +19.1% compared to +4.8%

AOM vs IYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	IYE(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.15%	0.38%
Max Drawdown	21.59%	78.21%
Sharpe Ratio	1.79	1.70
5Y Beta	0.39	0.59
P/E Ratio	N/A	20.91
Forward P/E	N/A	14.94
PEG Ratio	N/A	0.82
5Y Dividends CAGR	14.67%	11.55%
5Y EPS CAGR	N/A	22.38%
Debt to Equity	N/A	40.52%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.57

Net Assets

AOM

$1.70B

IYE

$1.70B

Expense Ratio

Winner

AOM

0.15%

IYE

0.38%

Max Drawdown

Winner

AOM

21.59%

IYE

78.21%

Sharpe Ratio

Winner

AOM

1.79

IYE

1.70

5Y Beta

Winner

AOM

0.39

IYE

0.59

P/E Ratio

AOM

N/A

IYE

20.91

Forward P/E

AOM

N/A

IYE

14.94

PEG Ratio

AOM

N/A

IYE

0.82

5Y Dividends CAGR

Winner

AOM

14.67%

IYE

11.55%

5Y EPS CAGR

AOM

N/A

IYE

22.38%

Debt to Equity

AOM

N/A

IYE

40.52%

P/S Ratio

AOM

N/A

IYE

1.73

P/B Ratio

AOM

N/A

IYE

2.57

AOM vs IYE - Historical Returns

Returns include dividend reinvestment.

Period	AOM	IYE
1 month	+3.04%	-4.01%
3 months	+2.10%	+4.75%
6 months	+5.81%	+25.73%
1 year	+16.29%	+39.95%
5 years(CAGR)	+4.77%	+19.13%
10 years(CAGR)	+6.32%	+8.79%
Max(CAGR)	+6.75%	+7.27%

Winner

AOM

+3.04%

IYE

-4.01%

AOM

+2.10%

Winner

IYE

+4.75%

AOM

+5.81%

Winner

IYE

+25.73%

AOM

+16.29%

Winner

IYE

+39.95%

5Y(CAGR)

AOM

+4.77%

Winner

IYE

+19.13%

10Y(CAGR)

AOM

+6.32%

Winner

IYE

+8.79%

Max(CAGR)

AOM

+6.75%

Winner

IYE

+7.27%

AOM vs IYE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	AOM	IYE
2026	+4.21%	+22.32%
2025	+13.40%	+6.06%
2024	+8.57%	+5.01%
2023	+11.84%	+1.78%
2022	-14.50%	+55.61%
2021	+7.13%	+53.06%
2020	+9.61%	-34.05%
2019	+15.48%	+7.69%
2018	-4.21%	-20.69%
2017	+11.47%	-3.06%
2016	+6.20%	+25.79%
2015	-1.18%	-22.56%
2014	+5.12%	-8.39%
2013	+8.94%	+22.67%
2012	+7.99%	+1.63%
2011	+1.82%	+2.91%
2010	+7.03%	+15.56%
2009	+12.74%	+13.70%
2008	+7.29%	-37.78%
2007	N/A	+41.04%
2006	N/A	+15.31%
2005	N/A	+39.26%
2004	N/A	+32.27%
2003	N/A	+24.20%
2002	N/A	-15.27%
2001	N/A	-11.91%
2000	N/A	+6.75%

AOM vs IYE Drawdown Comparison

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

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The current IYE drawdown is -10.74%.

Rank	AOM	IYE
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-73.74% Jun 23, 2014 - May 6, 2022
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-55.81% May 20, 2008 - Sep 18, 2013
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-39.58% May 18, 2001 - Jun 23, 2004
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-25.60% Jun 7, 2022 - Oct 28, 2022
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-20.37% Nov 22, 2024 - Jan 5, 2026
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-18.82% Nov 15, 2022 - Mar 21, 2024
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-16.18% Jan 3, 2008 - Apr 16, 2008
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-15.79% Sep 29, 2005 - Jan 17, 2006
#9	-6.54% Feb 14, 2025 - May 13, 2025	-15.40% May 10, 2006 - Nov 9, 2006
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-14.87% Mar 4, 2005 - Jun 17, 2005
#11	-5.27% May 21, 2013 - Sep 18, 2013	-14.10% Mar 9, 2001 - Apr 26, 2001
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-12.60% Apr 5, 2024 - Nov 20, 2024
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-12.57% Jul 19, 2007 - Sep 18, 2007
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-12.38% Oct 12, 2000 - Mar 7, 2001
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-12.31% Dec 14, 2006 - Apr 4, 2007

Correlation

Correlation between AOM and IYE is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2000 - 2026)

AOM vs IYE dividend yield comparison.

Year	AOM	IYE
2026	0.63%	0.52%
2025	2.98%	2.85%
2024	3.10%	2.75%
2023	2.79%	2.99%
2022	2.27%	3.37%
2021	1.56%	2.98%
2020	2.02%	4.75%
2019	2.66%	6.60%
2018	2.53%	3.16%
2017	3.31%	2.66%
2016	2.14%	2.11%
2015	1.98%	3.39%
2014	2.08%	2.05%
2013	1.87%	1.54%
2012	2.11%	1.67%
2011	2.33%	1.40%
2010	1.72%	1.28%
2009	2.01%	1.47%
2008	0.58%	1.54%
2007	0.00%	0.82%
2006	0.00%	1.05%
2005	0.00%	0.93%
2004	0.00%	1.18%
2003	0.00%	1.48%
2002	0.00%	1.75%
2001	0.00%	1.30%
2000	0.00%	0.48%