AOM vs IYJ

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed AOM, delivering a return of +8.9% compared to +4.7%

AOM vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	IYJ(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.15%	0.38%
Max Drawdown	21.59%	62.80%
Sharpe Ratio	1.31	0.90
5Y Beta	0.40	0.92
P/E Ratio	N/A	31.22
Forward P/E	N/A	23.17
5Y Dividends CAGR	14.67%	5.34%
5Y EPS CAGR	N/A	11.95%
Debt to Equity	N/A	64.79%
P/S Ratio	N/A	3.10
P/B Ratio	N/A	6.02

Net Assets

AOM

$1.80B

IYJ

$1.80B

Expense Ratio

Winner

AOM

0.15%

IYJ

0.38%

Max Drawdown

Winner

AOM

21.59%

IYJ

62.80%

Sharpe Ratio

Winner

AOM

1.31

IYJ

0.90

5Y Beta

Winner

AOM

0.40

IYJ

0.92

P/E Ratio

AOM

N/A

IYJ

31.22

Forward P/E

AOM

N/A

IYJ

23.17

5Y Dividends CAGR

Winner

AOM

14.67%

IYJ

5.34%

5Y EPS CAGR

AOM

N/A

IYJ

11.95%

Debt to Equity

AOM

N/A

IYJ

64.79%

P/S Ratio

AOM

N/A

IYJ

3.10

P/B Ratio

AOM

N/A

IYJ

6.02

AOM vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	AOM	IYJ
1 month	+0.36%	+3.88%
3 months	+5.80%	+8.91%
6 months	+4.06%	+7.82%
1 year	+12.22%	+16.26%
5 years(CAGR)	+4.66%	+8.91%
10 years(CAGR)	+6.32%	+13.00%
Max(CAGR)	+6.70%	+8.01%

AOM

+0.36%

Winner

IYJ

+3.88%

AOM

+5.80%

Winner

IYJ

+8.91%

AOM

+4.06%

Winner

IYJ

+7.82%

AOM

+12.22%

Winner

IYJ

+16.26%

5Y(CAGR)

AOM

+4.66%

Winner

IYJ

+8.91%

10Y(CAGR)

AOM

+6.32%

Winner

IYJ

+13.00%

Max(CAGR)

AOM

+6.70%

Winner

IYJ

+8.01%

AOM vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	AOM	IYJ
2026	+4.30%	+8.25%
2025	+13.40%	+12.53%
2024	+8.57%	+18.77%
2023	+11.84%	+19.58%
2022	-14.50%	-13.50%
2021	+7.13%	+19.46%
2020	+9.61%	+15.88%
2019	+15.48%	+31.97%
2018	-4.21%	-12.24%
2017	+11.47%	+23.04%
2016	+6.20%	+20.78%
2015	-1.18%	-1.81%
2014	+5.12%	+8.23%
2013	+8.94%	+36.67%
2012	+7.99%	+15.31%
2011	+1.82%	-2.11%
2010	+7.03%	+23.31%
2009	+12.74%	+21.43%
2008	+7.29%	-38.70%
2007	N/A	+12.74%
2006	N/A	+12.27%
2005	N/A	+5.23%
2004	N/A	+16.58%
2003	N/A	+28.35%
2002	N/A	-24.94%
2001	N/A	-4.82%
2000	N/A	-6.56%

AOM vs IYJ Drawdown Comparison

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

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current AOM drawdown is -0.88%. The current IYJ drawdown is -0.46%.

Rank	AOM	IYJ
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-13.21% May 9, 2006 - Dec 27, 2006
#9	-6.54% Feb 14, 2025 - May 13, 2025	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	-5.27% May 21, 2013 - Sep 18, 2013	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between AOM and IYJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2000 - 2026)

AOM vs IYJ dividend yield comparison.

Year	AOM	IYJ
2026	0.63%	0.30%
2025	2.98%	0.83%
2024	3.10%	0.88%
2023	2.79%	1.05%
2022	2.27%	1.05%
2021	1.56%	0.76%
2020	2.02%	1.01%
2019	2.66%	1.32%
2018	2.53%	1.43%
2017	3.31%	1.29%
2016	2.14%	1.38%
2015	1.98%	1.53%
2014	2.08%	1.46%
2013	1.87%	1.14%
2012	2.11%	1.66%
2011	2.33%	1.55%
2010	1.72%	1.55%
2009	2.01%	1.72%
2008	0.58%	2.31%
2007	0.00%	1.20%
2006	0.00%	1.07%
2005	0.00%	1.10%
2004	0.00%	0.82%
2003	0.00%	0.80%
2002	0.00%	0.96%
2001	0.00%	0.59%
2000	0.00%	0.50%