AOM vs REMX

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).

5-Year PerformanceAOM has outperformed REMX, delivering a return of +4.7% compared to -5.0%

AOM vs REMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	REMX(ETF)
Net Assets	$1.80B	$1.90B
Expense Ratio	0.15%	0.53%
Max Drawdown	21.59%	92.95%
Sharpe Ratio	1.05	1.03
5Y Beta	0.40	1.22
5Y Dividends CAGR	13.95%	13.97%

Net Assets

AOM

$1.80B

Winner

REMX

$1.90B

Expense Ratio

Winner

AOM

0.15%

REMX

0.53%

Max Drawdown

Winner

AOM

21.59%

REMX

92.95%

Sharpe Ratio

Winner

AOM

1.05

REMX

1.03

5Y Beta

Winner

AOM

0.40

REMX

1.22

5Y Dividends CAGR

AOM

13.95%

Winner

REMX

13.97%

AOM vs REMX - Historical Returns

Returns include dividend reinvestment.

Period	AOM	REMX
1 month	+1.36%	-4.96%
3 months	+2.20%	-27.70%
6 months	+4.20%	-11.07%
1 year	+11.53%	+49.03%
5 years(CAGR)	+4.73%	-5.05%
10 years(CAGR)	+6.11%	+7.09%
Max(CAGR)	+6.74%	-4.10%

Winner

AOM

+1.36%

REMX

-4.96%

Winner

AOM

+2.20%

REMX

-27.70%

Winner

AOM

+4.20%

REMX

-11.07%

AOM

+11.53%

Winner

REMX

+49.03%

5Y(CAGR)

Winner

AOM

+4.73%

REMX

-5.05%

10Y(CAGR)

AOM

+6.11%

Winner

REMX

+7.09%

Max(CAGR)

Winner

AOM

+6.74%

REMX

-4.10%

AOM vs REMX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	REMX
2026	+5.90%	+0.34%
2025	+13.40%	+90.95%
2024	+8.57%	-34.70%
2023	+11.84%	-17.59%
2022	-14.50%	-31.65%
2021	+7.13%	+72.76%
2020	+9.61%	+60.59%
2019	+15.48%	-0.28%
2018	-4.21%	-50.42%
2017	+11.47%	+80.08%
2016	+6.20%	+31.53%
2015	-1.18%	-44.36%
2014	+5.12%	-28.72%
2013	+8.94%	-33.75%
2012	+7.99%	-13.86%
2011	+1.82%	-38.19%
2010	+7.03%	+23.01%
2009	+12.74%	N/A
2008	+7.29%	N/A

AOM vs REMX Drawdown Comparison

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

The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

The current REMX drawdown is -64.65%.

Rank	AOM	REMX
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-90.19% Apr 11, 2011 - Mar 16, 2020
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-15.28% Mar 3, 2011 - Mar 31, 2011
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-10.06% Jan 3, 2011 - Mar 3, 2011
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-9.15% Nov 11, 2010 - Dec 21, 2010
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-2.04% Dec 30, 2010 - Jan 3, 2011
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-1.89% Nov 4, 2010 - Nov 10, 2010
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-1.50% Oct 29, 2010 - Nov 4, 2010
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-0.95% Apr 5, 2011 - Apr 7, 2011
#9	-6.54% Feb 14, 2025 - May 13, 2025	-0.05% Dec 21, 2010 - Dec 23, 2010
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	N/A
#11	-5.27% May 21, 2013 - Sep 18, 2013	N/A
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	N/A
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	N/A
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	N/A
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	N/A

Correlation

Correlation between AOM and REMX is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101

Dividend Comparison (2008 - 2026)

AOM vs REMX dividend yield comparison.

Year	AOM	REMX
2026	1.44%	0.00%
2025	2.98%	1.76%
2024	3.10%	2.56%
2023	2.79%	0.00%
2022	2.27%	1.56%
2021	1.56%	5.25%
2020	2.02%	0.81%
2019	2.66%	1.64%
2018	2.53%	12.43%
2017	3.31%	2.89%
2016	2.14%	2.23%
2015	1.98%	4.77%
2014	2.08%	1.53%
2013	1.87%	0.23%
2012	2.11%	1.72%
2011	2.33%	6.39%
2010	1.72%	0.00%
2009	2.01%	0.00%
2008	0.58%	0.00%