AOM vs XHLF

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).

AOM vs XHLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	XHLF(ETF)
Net Assets	$1.80B	$1.90B
Expense Ratio	0.15%	0.03%
Max Drawdown	21.59%	0.62%
Sharpe Ratio	1.31	0.13
5Y Beta	0.40	-0.00
5Y Dividends CAGR	14.67%	N/A

Net Assets

AOM

$1.80B

Winner

XHLF

$1.90B

Expense Ratio

AOM

0.15%

Winner

XHLF

0.03%

Max Drawdown

AOM

21.59%

Winner

XHLF

0.62%

Sharpe Ratio

Winner

AOM

1.31

XHLF

0.13

5Y Beta

AOM

0.40

Winner

XHLF

-0.00

5Y Dividends CAGR

AOM

14.67%

XHLF

N/A

AOM vs XHLF - Historical Returns

Returns include dividend reinvestment.

Period	AOM	XHLF
1 month	+0.36%	+0.24%
3 months	+5.80%	+0.86%
6 months	+4.06%	+1.61%
1 year	+12.22%	+3.81%
5 years(CAGR)	+4.66%	N/A
10 years(CAGR)	+6.32%	N/A
Max(CAGR)	+6.70%	+4.42%

Winner

AOM

+0.36%

XHLF

+0.24%

Winner

AOM

+5.80%

XHLF

+0.86%

Winner

AOM

+4.06%

XHLF

+1.61%

Winner

AOM

+12.22%

XHLF

+3.81%

5Y(CAGR)

AOM

+4.66%

XHLF

N/A

10Y(CAGR)

AOM

+6.32%

XHLF

N/A

Max(CAGR)

Winner

AOM

+6.70%

XHLF

+4.42%

AOM vs XHLF - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	XHLF
2026	+4.30%	+1.49%
2025	+13.40%	+4.21%
2024	+8.57%	+5.06%
2023	+11.84%	+4.90%
2022	-14.50%	+0.96%
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 XHLF Drawdown Comparison

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

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

The current AOM drawdown is -0.88%.

Rank	AOM	XHLF
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-0.11% Oct 10, 2022 - Oct 27, 2022
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-0.09% Mar 13, 2023 - Mar 15, 2023
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-0.07% Mar 17, 2023 - Mar 23, 2023
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-0.07% Mar 24, 2023 - Apr 4, 2023
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-0.07% Dec 23, 2022 - Dec 29, 2022
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-0.07% Oct 28, 2022 - Nov 8, 2022
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-0.06% Apr 5, 2023 - Apr 20, 2023
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-0.06% Mar 3, 2023 - Mar 10, 2023
#9	-6.54% Feb 14, 2025 - May 13, 2025	-0.06% Feb 2, 2023 - Feb 10, 2023
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-0.06% Feb 1, 2024 - Feb 8, 2024
#11	-5.27% May 21, 2013 - Sep 18, 2013	-0.06% Aug 5, 2024 - Aug 12, 2024
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-0.06% Oct 2, 2024 - Oct 11, 2024
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-0.06% Mar 15, 2023 - Mar 17, 2023
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-0.04% Mar 1, 2024 - Mar 7, 2024
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-0.04% May 9, 2025 - May 16, 2025

Correlation

Correlation between AOM and XHLF 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 XHLF dividend yield comparison.

Year	AOM	XHLF
2026	0.63%	1.52%
2025	2.98%	3.99%
2024	3.10%	4.96%
2023	2.79%	4.50%
2022	2.27%	0.86%
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%