AOM vs WCMI
Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
AOM vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOM
$1.70B
Winner
WCMI
$1.80B
Expense Ratio
Winner
AOM
0.15%
WCMI
0.85%
Max Drawdown
AOM
21.59%
Winner
WCMI
20.16%
Sharpe Ratio
AOM
0.92
Winner
WCMI
1.11
5Y Beta
Winner
AOM
0.40
WCMI
0.82
5Y Dividends CAGR
AOM
13.95%
WCMI
N/A
AOM vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
AOM
+1.26%
Winner
WCMI
+2.75%
3M
AOM
+1.75%
Winner
WCMI
+4.71%
6M
AOM
+2.87%
Winner
WCMI
+8.28%
1Y
AOM
+11.08%
Winner
WCMI
+27.82%
5Y(CAGR)
AOM
+4.74%
WCMI
N/A
10Y(CAGR)
AOM
+5.99%
WCMI
N/A
Max(CAGR)
AOM
+6.71%
Winner
WCMI
+21.74%
AOM vs WCMI - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOM | WCMI |
|---|---|---|
| 2026 | +5.56% | +14.59% |
| 2025 | +13.40% | +30.97% |
| 2024 | +8.57% | -5.05% |
| 2023 | +11.84% | N/A |
| 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 WCMI Drawdown Comparison
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current AOM drawdown is -0.62%. The current WCMI drawdown is -1.49%.
| Rank | AOM | WCMI |
|---|---|---|
| #1 | -19.96% Nov 5, 2021 - Jun 18, 2024 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -16.90% Feb 14, 2020 - Jul 15, 2020 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -15.69% Jan 5, 2009 - Jul 23, 2009 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -10.27% Nov 24, 2008 - Dec 8, 2008 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -8.42% Nov 19, 2008 - Nov 24, 2008 | -6.81% Jun 22, 2026 - Aug 12, 2026 |
| #6 | -8.06% Jan 26, 2018 - Mar 29, 2019 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -7.85% Apr 27, 2015 - Jun 8, 2016 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -7.34% Jul 22, 2011 - Jan 27, 2012 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -6.54% Feb 14, 2025 - May 13, 2025 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -5.81% Apr 15, 2010 - Sep 20, 2010 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -5.27% May 21, 2013 - Sep 18, 2013 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -5.11% Feb 25, 2026 - Apr 17, 2026 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -4.29% Jan 14, 2010 - Mar 16, 2010 | -2.34% Aug 14, 2026 - Aug 20, 2026 |
| #14 | -4.27% Apr 2, 2012 - Aug 6, 2012 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #15 | -4.07% Dec 10, 2008 - Dec 30, 2008 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
Correlation
Correlation between AOM and WCMI 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 WCMI dividend yield comparison.
| Year | AOM | WCMI |
|---|---|---|
| 2026 | 1.44% | 0.24% |
| 2025 | 2.98% | 0.78% |
| 2024 | 3.10% | 15.26% |
| 2023 | 2.79% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: AOM vs SPYWCMI vs SPY
More Comparisons
Compare with similar stocks