BAFE vs AOM

Comparison between BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

BAFE vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAFE(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.54%	0.15%
Max Drawdown	18.37%	21.59%
Sharpe Ratio	0.88	1.78
5Y Beta	0.95	0.39
P/E Ratio	26.39	N/A
Forward P/E	21.11	N/A
PEG Ratio	0.77	N/A
5Y Dividends CAGR	N/A	14.67%
5Y EPS CAGR	20.68%	N/A
P/S Ratio	2.34	N/A
P/B Ratio	4.51	N/A

Net Assets

BAFE

$1.60B

Winner

AOM

$1.70B

Expense Ratio

BAFE

0.54%

Winner

AOM

0.15%

Max Drawdown

Winner

BAFE

18.37%

AOM

21.59%

Sharpe Ratio

BAFE

0.88

Winner

AOM

1.78

5Y Beta

BAFE

0.95

Winner

AOM

0.39

P/E Ratio

BAFE

26.39

AOM

N/A

Forward P/E

BAFE

21.11

AOM

N/A

PEG Ratio

BAFE

0.77

AOM

N/A

5Y Dividends CAGR

BAFE

N/A

AOM

14.67%

5Y EPS CAGR

BAFE

20.68%

AOM

N/A

P/S Ratio

BAFE

2.34

AOM

N/A

P/B Ratio

BAFE

4.51

AOM

N/A

BAFE vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	BAFE	AOM
1 month	+6.27%	+2.89%
3 months	+4.41%	+2.04%
6 months	+5.31%	+4.85%
1 year	+12.45%	+15.20%
5 years(CAGR)	N/A	+4.96%
10 years(CAGR)	N/A	+6.27%
Max(CAGR)	+8.39%	+6.74%

Winner

BAFE

+6.27%

AOM

+2.89%

Winner

BAFE

+4.41%

AOM

+2.04%

Winner

BAFE

+5.31%

AOM

+4.85%

BAFE

+12.45%

Winner

AOM

+15.20%

5Y(CAGR)

BAFE

N/A

AOM

+4.96%

10Y(CAGR)

BAFE

N/A

AOM

+6.27%

Max(CAGR)

Winner

BAFE

+8.39%

AOM

+6.74%

BAFE vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BAFE	AOM
2026	+2.88%	+4.11%
2025	+9.82%	+13.40%
2024	-0.51%	+8.57%
2023	N/A	+11.84%
2022	N/A	-14.50%
2021	N/A	+7.13%
2020	N/A	+9.61%
2019	N/A	+15.48%
2018	N/A	-4.21%
2017	N/A	+11.47%
2016	N/A	+6.20%
2015	N/A	-1.18%
2014	N/A	+5.12%
2013	N/A	+8.94%
2012	N/A	+7.99%
2011	N/A	+1.82%
2010	N/A	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

BAFE vs AOM Drawdown Comparison

The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

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

The current BAFE drawdown is -1.45%. The current AOM drawdown is -0.10%.

Rank	BAFE	AOM
#1	-18.37% Jan 30, 2025 - Jul 3, 2025	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-12.73% Jan 9, 2026 - Apr 27, 2026	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-6.15% Oct 27, 2025 - Dec 11, 2025	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-4.39% Dec 4, 2024 - Jan 23, 2025	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-3.88% Sep 19, 2025 - Oct 27, 2025	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-3.77% Jul 25, 2025 - Aug 28, 2025	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-2.38% Dec 11, 2025 - Dec 24, 2025	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-1.72% Jul 3, 2025 - Jul 24, 2025	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-1.45% May 6, 2026 - May 11, 2026	-6.54% Feb 14, 2025 - May 13, 2025
#10	-1.11% Aug 28, 2025 - Sep 4, 2025	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-0.99% Dec 26, 2025 - Jan 5, 2026	-5.27% May 21, 2013 - Sep 18, 2013
#12	-0.62% Jan 6, 2026 - Jan 9, 2026	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-0.56% Apr 27, 2026 - Apr 30, 2026	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-0.55% Sep 9, 2025 - Sep 11, 2025	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-0.51% May 1, 2026 - May 6, 2026	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between BAFE and AOM is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2008 - 2026)

BAFE vs AOM dividend yield comparison.

Year	BAFE	AOM
2026	0.00%	0.63%
2025	0.30%	2.98%
2024	0.06%	3.10%
2023	0.00%	2.79%
2022	0.00%	2.27%
2021	0.00%	1.56%
2020	0.00%	2.02%
2019	0.00%	2.66%
2018	0.00%	2.53%
2017	0.00%	3.31%
2016	0.00%	2.14%
2015	0.00%	1.98%
2014	0.00%	2.08%
2013	0.00%	1.87%
2012	0.00%	2.11%
2011	0.00%	2.33%
2010	0.00%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%