AOM vs SPY
Comparison between ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AOM, delivering a return of +13.3% compared to +4.8%
AOM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOM
$1.70B
Winner
SPY
$652B
Expense Ratio
AOM
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
AOM
21.59%
SPY
56.47%
Sharpe Ratio
AOM
1.79
Winner
SPY
2.07
5Y Beta
Winner
AOM
0.39
SPY
1.00
P/E Ratio
AOM
N/A
SPY
28.24
Forward P/E
AOM
N/A
SPY
21.85
5Y Dividends CAGR
Winner
AOM
14.67%
SPY
5.43%
5Y EPS CAGR
AOM
N/A
SPY
25.79%
Debt to Equity
AOM
N/A
SPY
22.35%
P/S Ratio
AOM
N/A
SPY
3.55
P/B Ratio
AOM
N/A
SPY
5.29
AOM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AOM
+3.04%
Winner
SPY
+9.11%
3M
AOM
+2.10%
Winner
SPY
+6.59%
6M
AOM
+5.81%
Winner
SPY
+10.56%
1Y
AOM
+16.29%
Winner
SPY
+32.04%
5Y(CAGR)
AOM
+4.77%
Winner
SPY
+13.35%
10Y(CAGR)
AOM
+6.32%
Winner
SPY
+15.49%
Max(CAGR)
AOM
+6.75%
Winner
SPY
+8.50%
AOM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AOM | SPY |
|---|---|---|
| 2026 | +4.21% | +8.27% |
| 2025 | +13.40% | +18.00% |
| 2024 | +8.57% | +25.59% |
| 2023 | +11.84% | +26.72% |
| 2022 | -14.50% | -18.64% |
| 2021 | +7.13% | +30.52% |
| 2020 | +9.61% | +17.28% |
| 2019 | +15.48% | +31.09% |
| 2018 | -4.21% | -5.24% |
| 2017 | +11.47% | +20.78% |
| 2016 | +6.20% | +13.59% |
| 2015 | -1.18% | +1.31% |
| 2014 | +5.12% | +14.56% |
| 2013 | +8.94% | +29.00% |
| 2012 | +7.99% | +14.17% |
| 2011 | +1.82% | +0.85% |
| 2010 | +7.03% | +13.14% |
| 2009 | +12.74% | +22.67% |
| 2008 | +7.29% | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AOM vs SPY Drawdown Comparison
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | AOM | SPY |
|---|---|---|
| #1 | -19.96% Nov 5, 2021 - Jun 18, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -16.90% Feb 14, 2020 - Jul 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.69% Jan 5, 2009 - Jul 23, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.27% Nov 24, 2008 - Dec 8, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.42% Nov 19, 2008 - Nov 24, 2008 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.06% Jan 26, 2018 - Mar 29, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.85% Apr 27, 2015 - Jun 8, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.34% Jul 22, 2011 - Jan 27, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.54% Feb 14, 2025 - May 13, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.81% Apr 15, 2010 - Sep 20, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.27% May 21, 2013 - Sep 18, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.11% Feb 25, 2026 - Apr 17, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.29% Jan 14, 2010 - Mar 16, 2010 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.27% Apr 2, 2012 - Aug 6, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.07% Dec 10, 2008 - Dec 30, 2008 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AOM and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
AOM vs SPY dividend yield comparison.
| Year | AOM | SPY |
|---|---|---|
| 2026 | 0.63% | 0.24% |
| 2025 | 2.98% | 1.07% |
| 2024 | 3.10% | 1.21% |
| 2023 | 2.79% | 1.40% |
| 2022 | 2.27% | 1.65% |
| 2021 | 1.56% | 1.20% |
| 2020 | 2.02% | 1.52% |
| 2019 | 2.66% | 1.75% |
| 2018 | 2.53% | 2.04% |
| 2017 | 3.31% | 1.80% |
| 2016 | 2.14% | 2.03% |
| 2015 | 1.98% | 2.06% |
| 2014 | 2.08% | 1.87% |
| 2013 | 1.87% | 1.81% |
| 2012 | 2.11% | 2.18% |
| 2011 | 2.33% | 2.05% |
| 2010 | 1.72% | 1.80% |
| 2009 | 2.01% | 1.95% |
| 2008 | 0.58% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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