AOM vs MTBA
Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and SIMPLIFY MBS ETF (MTBA, ETF).
AOM vs MTBA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOM
$1.70B
MTBA
$1.70B
Expense Ratio
AOM
0.15%
MTBA
0.15%
Max Drawdown
AOM
21.59%
Winner
MTBA
6.22%
Sharpe Ratio
Winner
AOM
1.28
MTBA
0.21
5Y Beta
AOM
0.39
Winner
MTBA
0.04
5Y Dividends CAGR
AOM
14.67%
MTBA
N/A
AOM vs MTBA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOM
+0.39%
MTBA
-0.18%
3M
Winner
AOM
+2.47%
MTBA
-1.16%
6M
Winner
AOM
+4.13%
MTBA
+0.04%
1Y
Winner
AOM
+12.89%
MTBA
+4.52%
5Y(CAGR)
AOM
+4.55%
MTBA
N/A
10Y(CAGR)
AOM
+6.09%
MTBA
N/A
Max(CAGR)
Winner
AOM
+6.67%
MTBA
+4.96%
AOM vs MTBA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOM | MTBA |
|---|---|---|
| 2026 | +3.50% | -0.53% |
| 2025 | +13.40% | +7.65% |
| 2024 | +8.57% | +2.47% |
| 2023 | +11.84% | +3.64% |
| 2022 | -14.50% | N/A |
| 2021 | +7.13% | N/A |
| 2020 | +9.61% | N/A |
| 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 MTBA Drawdown Comparison
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The current AOM drawdown is -1.64%. The current MTBA drawdown is -1.90%.
| Rank | AOM | MTBA |
|---|---|---|
| #1 | -19.96% Nov 5, 2021 - Jun 18, 2024 | -3.48% Sep 16, 2024 - Apr 1, 2025 |
| #2 | -16.90% Feb 14, 2020 - Jul 15, 2020 | -2.81% Feb 27, 2026 - May 19, 2026 |
| #3 | -15.69% Jan 5, 2009 - Jul 23, 2009 | -2.55% Feb 1, 2024 - Jun 5, 2024 |
| #4 | -10.27% Nov 24, 2008 - Dec 8, 2008 | -1.82% Apr 4, 2025 - Jun 23, 2025 |
| #5 | -8.42% Nov 19, 2008 - Nov 24, 2008 | -1.10% Dec 27, 2023 - Feb 1, 2024 |
| #6 | -8.06% Jan 26, 2018 - Mar 29, 2019 | -0.93% Jun 21, 2024 - Jul 9, 2024 |
| #7 | -7.85% Apr 27, 2015 - Jun 8, 2016 | -0.70% Jun 30, 2025 - Jul 29, 2025 |
| #8 | -7.34% Jul 22, 2011 - Jan 27, 2012 | -0.61% Jun 6, 2024 - Jun 12, 2024 |
| #9 | -6.54% Feb 14, 2025 - May 13, 2025 | -0.56% Dec 6, 2023 - Dec 13, 2023 |
| #10 | -5.81% Apr 15, 2010 - Sep 20, 2010 | -0.54% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -5.27% May 21, 2013 - Sep 18, 2013 | -0.50% Sep 15, 2025 - Oct 13, 2025 |
| #12 | -5.11% Feb 25, 2026 - Apr 17, 2026 | -0.43% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -4.29% Jan 14, 2010 - Mar 16, 2010 | -0.43% Aug 2, 2024 - Aug 20, 2024 |
| #14 | -4.27% Apr 2, 2012 - Aug 6, 2012 | -0.42% Oct 28, 2025 - Nov 21, 2025 |
| #15 | -4.07% Dec 10, 2008 - Dec 30, 2008 | -0.35% Nov 28, 2025 - Dec 17, 2025 |
Correlation
Correlation between AOM and MTBA 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 MTBA dividend yield comparison.
| Year | AOM | MTBA |
|---|---|---|
| 2026 | 0.63% | 2.49% |
| 2025 | 2.98% | 5.98% |
| 2024 | 3.10% | 6.03% |
| 2023 | 2.79% | 0.48% |
| 2022 | 2.27% | 0.00% |
| 2021 | 1.56% | 0.00% |
| 2020 | 2.02% | 0.00% |
| 2019 | 2.66% | 0.00% |
| 2018 | 2.53% | 0.00% |
| 2017 | 3.31% | 0.00% |
| 2016 | 2.14% | 0.00% |
| 2015 | 1.98% | 0.00% |
| 2014 | 2.08% | 0.00% |
| 2013 | 1.87% | 0.00% |
| 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% |
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