BTT vs AOM

Comparison between BlackRock Municipal 2030 Target Term Trust (BTT, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceAOM has outperformed BTT, delivering a return of +4.8% compared to +0.3%

BTT vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTT(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	N/A	0.15%
Max Drawdown	34.96%	21.59%
Sharpe Ratio	1.17	1.79
5Y Beta	0.11	0.39
5Y Dividends CAGR	-4.23%	14.67%

Net Assets

BTT

$1.60B

Winner

AOM

$1.70B

Expense Ratio

BTT

N/A

AOM

0.15%

Max Drawdown

BTT

34.96%

Winner

AOM

21.59%

Sharpe Ratio

BTT

1.17

Winner

AOM

1.79

5Y Beta

Winner

BTT

0.11

AOM

0.39

5Y Dividends CAGR

BTT

-4.23%

Winner

AOM

14.67%

BTT vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	BTT	AOM
1 month	-0.24%	+3.04%
3 months	+0.22%	+2.10%
6 months	+2.76%	+5.81%
1 year	+9.93%	+16.29%
5 years(CAGR)	+0.29%	+4.77%
10 years(CAGR)	+2.96%	+6.32%
Max(CAGR)	+3.05%	+6.75%

BTT

-0.24%

Winner

AOM

+3.04%

BTT

+0.22%

Winner

AOM

+2.10%

BTT

+2.76%

Winner

AOM

+5.81%

BTT

+9.93%

Winner

AOM

+16.29%

5Y(CAGR)

BTT

+0.29%

Winner

AOM

+4.77%

10Y(CAGR)

BTT

+2.96%

Winner

AOM

+6.32%

Max(CAGR)

BTT

+3.05%

Winner

AOM

+6.75%

BTT vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BTT	AOM
2026	+0.91%	+4.21%
2025	+13.48%	+13.40%
2024	+1.60%	+8.57%
2023	-0.64%	+11.84%
2022	-15.31%	-14.50%
2021	+4.39%	+7.13%
2020	+9.04%	+9.61%
2019	+20.16%	+15.48%
2018	-4.76%	-4.21%
2017	+5.26%	+11.47%
2016	+4.31%	+6.20%
2015	+11.88%	-1.18%
2014	+21.58%	+5.12%
2013	-23.79%	+8.94%
2012	-5.83%	+7.99%
2011	N/A	+1.82%
2010	N/A	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

BTT vs AOM Drawdown Comparison

The maximum drawdown for BTT was -30.69%, occurring on Dec 5, 2013. Recovery took 808 trading sessions.

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

The current BTT drawdown is -1.45%.

Rank	BTT	AOM
#1	-30.69% Oct 5, 2012 - Dec 23, 2015	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-23.35% Aug 18, 2021 - Oct 25, 2023	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-20.99% Mar 5, 2020 - Jul 28, 2020	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-12.25% Sep 6, 2016 - Jun 26, 2017	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-10.79% Jun 26, 2017 - Mar 7, 2019	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-3.73% Feb 5, 2021 - Apr 15, 2021	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-2.95% Jul 8, 2016 - Aug 12, 2016	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-2.74% Aug 13, 2020 - Sep 15, 2020	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-2.73% Nov 6, 2019 - Dec 3, 2019	-6.54% Feb 14, 2025 - May 13, 2025
#10	-2.70% May 13, 2016 - Jun 6, 2016	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-2.69% Sep 4, 2019 - Oct 8, 2019	-5.27% May 21, 2013 - Sep 18, 2013
#12	-2.06% Mar 11, 2019 - Mar 22, 2019	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-1.83% May 3, 2021 - Jun 1, 2021	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-1.69% Oct 9, 2019 - Nov 6, 2019	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-1.64% Aug 12, 2016 - Sep 6, 2016	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between BTT and AOM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2008 - 2026)

BTT vs AOM dividend yield comparison.

Year	BTT	AOM
2026	0.81%	0.63%
2025	2.44%	2.98%
2024	2.70%	3.10%
2023	3.11%	2.79%
2022	3.50%	2.27%
2021	2.89%	1.56%
2020	2.92%	2.02%
2019	3.10%	2.66%
2018	3.93%	2.53%
2017	4.08%	3.31%
2016	4.40%	2.14%
2015	4.46%	1.98%
2014	5.19%	2.08%
2013	6.73%	1.87%
2012	1.27%	2.11%
2011	0.00%	2.33%
2010	0.00%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%