AOM vs RDIV

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF).

5-Year PerformanceRDIV has outperformed AOM, delivering a return of +13.5% compared to +4.7%

AOM vs RDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	RDIV(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.15%	0.39%
Max Drawdown	21.59%	50.91%
Sharpe Ratio	1.05	2.06
5Y Beta	0.40	0.59
P/E Ratio	N/A	17.38
Forward P/E	N/A	12.07
PEG Ratio	N/A	-0.02
5Y Dividends CAGR	13.95%	4.80%
5Y EPS CAGR	N/A	5.69%
Debt to Equity	N/A	-341.45%
P/S Ratio	N/A	0.91
P/B Ratio	N/A	1.63

Net Assets

AOM

$1.80B

RDIV

$1.80B

Expense Ratio

Winner

AOM

0.15%

RDIV

0.39%

Max Drawdown

Winner

AOM

21.59%

RDIV

50.91%

Sharpe Ratio

AOM

1.05

Winner

RDIV

2.06

5Y Beta

Winner

AOM

0.40

RDIV

0.59

P/E Ratio

AOM

N/A

RDIV

17.38

Forward P/E

AOM

N/A

RDIV

12.07

PEG Ratio

AOM

N/A

RDIV

-0.02

5Y Dividends CAGR

Winner

AOM

13.95%

RDIV

4.80%

5Y EPS CAGR

AOM

N/A

RDIV

5.69%

Debt to Equity

AOM

N/A

RDIV

-341.45%

P/S Ratio

AOM

N/A

RDIV

0.91

P/B Ratio

AOM

N/A

RDIV

1.63

AOM vs RDIV - Historical Returns

Returns include dividend reinvestment.

Period	AOM	RDIV
1 month	+1.36%	+5.70%
3 months	+2.20%	+12.20%
6 months	+4.20%	+12.31%
1 year	+11.53%	+35.18%
5 years(CAGR)	+4.73%	+13.50%
10 years(CAGR)	+6.11%	+11.03%
Max(CAGR)	+6.74%	+11.74%

AOM

+1.36%

Winner

RDIV

+5.70%

AOM

+2.20%

Winner

RDIV

+12.20%

AOM

+4.20%

Winner

RDIV

+12.31%

AOM

+11.53%

Winner

RDIV

+35.18%

5Y(CAGR)

AOM

+4.73%

Winner

RDIV

+13.50%

10Y(CAGR)

AOM

+6.11%

Winner

RDIV

+11.03%

Max(CAGR)

AOM

+6.74%

Winner

RDIV

+11.74%

AOM vs RDIV - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	RDIV
2026	+5.90%	+21.17%
2025	+13.40%	+12.31%
2024	+8.57%	+14.16%
2023	+11.84%	+4.82%
2022	-14.50%	+6.88%
2021	+7.13%	+30.71%
2020	+9.61%	-8.97%
2019	+15.48%	+22.11%
2018	-4.21%	-5.95%
2017	+11.47%	+10.32%
2016	+6.20%	+28.20%
2015	-1.18%	-5.47%
2014	+5.12%	+22.44%
2013	+8.94%	+4.24%
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 RDIV Drawdown Comparison

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

The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.

The current RDIV drawdown is -1.48%.

Rank	AOM	RDIV
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-49.93% Jan 16, 2020 - Feb 19, 2021
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-24.88% Feb 2, 2023 - Mar 27, 2024
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-17.92% Nov 29, 2024 - Aug 22, 2025
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-17.72% Sep 14, 2018 - Apr 5, 2019
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-17.62% Feb 3, 2015 - Mar 17, 2016
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-15.63% Apr 20, 2022 - Nov 11, 2022
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-11.24% Apr 23, 2019 - Oct 29, 2019
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-11.00% Jun 4, 2021 - Jan 4, 2022
#9	-6.54% Feb 14, 2025 - May 13, 2025	-9.70% Jan 26, 2018 - May 30, 2018
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-8.22% Aug 15, 2016 - Nov 21, 2016
#11	-5.27% May 21, 2013 - Sep 18, 2013	-7.23% Feb 24, 2017 - Sep 25, 2017
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-6.88% Mar 28, 2024 - May 31, 2024
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-6.56% Nov 30, 2022 - Jan 12, 2023
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-6.49% Jan 14, 2022 - Mar 25, 2022
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-5.82% Mar 12, 2021 - Apr 27, 2021

Correlation

Correlation between AOM and RDIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2008 - 2026)

AOM vs RDIV dividend yield comparison.

Year	AOM	RDIV
2026	1.44%	1.73%
2025	2.98%	3.94%
2024	3.10%	4.08%
2023	2.79%	3.93%
2022	2.27%	3.44%
2021	1.56%	3.31%
2020	2.02%	4.93%
2019	2.66%	3.84%
2018	2.53%	4.32%
2017	3.31%	4.26%
2016	2.14%	2.20%
2015	1.98%	4.49%
2014	2.08%	3.36%
2013	1.87%	0.92%
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%