AOM vs URNM

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and Sprott Uranium Miners ETF (URNM, ETF).

5-Year PerformanceURNM has outperformed AOM, delivering a return of +21.6% compared to +4.7%

AOM vs URNM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	URNM(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.15%	0.75%
Max Drawdown	21.59%	52.13%
Sharpe Ratio	0.92	0.77
5Y Beta	0.40	1.27
5Y Dividends CAGR	13.95%	N/A

Net Assets

AOM

$1.70B

Winner

URNM

$1.80B

Expense Ratio

Winner

AOM

0.15%

URNM

0.75%

Max Drawdown

Winner

AOM

21.59%

URNM

52.13%

Sharpe Ratio

Winner

AOM

0.92

URNM

0.77

5Y Beta

Winner

AOM

0.40

URNM

1.27

5Y Dividends CAGR

AOM

13.95%

URNM

N/A

AOM vs URNM - Historical Returns

Returns include dividend reinvestment.

Period	AOM	URNM
1 month	+1.26%	+15.99%
3 months	+1.75%	+0.19%
6 months	+2.87%	-20.82%
1 year	+11.08%	+33.26%
5 years(CAGR)	+4.74%	+21.56%
10 years(CAGR)	+5.99%	N/A
Max(CAGR)	+6.71%	+29.07%

AOM

+1.26%

Winner

URNM

+15.99%

Winner

AOM

+1.75%

URNM

+0.19%

Winner

AOM

+2.87%

URNM

-20.82%

AOM

+11.08%

Winner

URNM

+33.26%

5Y(CAGR)

AOM

+4.74%

Winner

URNM

+21.56%

10Y(CAGR)

AOM

+5.99%

URNM

N/A

Max(CAGR)

AOM

+6.71%

Winner

URNM

+29.07%

AOM vs URNM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	URNM
2026	+5.56%	-3.74%
2025	+13.40%	+31.26%
2024	+8.57%	-12.51%
2023	+11.84%	+58.81%
2022	-14.50%	-18.24%
2021	+7.13%	+77.71%
2020	+9.61%	+67.70%
2019	+15.48%	+3.70%
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 URNM Drawdown Comparison

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

The maximum drawdown for URNM was -50.74%, occurring on Apr 8, 2025. Recovery took 330 trading sessions.

The current AOM drawdown is -0.62%. The current URNM drawdown is -30.72%.

Rank	AOM	URNM
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-50.74% May 20, 2024 - Sep 15, 2025
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-43.89% Jan 28, 2026 - Jul 29, 2026
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-42.41% Nov 9, 2021 - Sep 25, 2023
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-38.39% Jan 6, 2020 - Apr 20, 2020
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-28.21% Jun 7, 2021 - Sep 2, 2021
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-23.41% Oct 14, 2025 - Jan 12, 2026
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-23.10% Sep 15, 2021 - Oct 20, 2021
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-22.46% Sep 1, 2020 - Dec 7, 2020
#9	-6.54% Feb 14, 2025 - May 13, 2025	-21.04% Feb 1, 2024 - May 20, 2024
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-14.94% Jan 7, 2021 - Feb 8, 2021
#11	-5.27% May 21, 2013 - Sep 18, 2013	-13.31% Apr 5, 2021 - May 5, 2021
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-13.18% Sep 28, 2023 - Nov 17, 2023
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-12.87% Feb 17, 2021 - Mar 16, 2021
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-11.55% Mar 16, 2021 - Apr 5, 2021
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-10.95% Oct 20, 2021 - Nov 8, 2021

Correlation

Correlation between AOM and URNM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2008 - 2026)

AOM vs URNM dividend yield comparison.

Year	AOM	URNM
2026	1.44%	0.00%
2025	2.98%	3.18%
2024	3.10%	3.18%
2023	2.79%	3.63%
2022	2.27%	0.00%
2021	1.56%	6.70%
2020	2.02%	2.57%
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%