FDIS vs AOM

Comparison between FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF (FDIS, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceFDIS has outperformed AOM, delivering a return of +6.0% compared to +4.8%

FDIS vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDIS(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.08%	0.15%
Max Drawdown	39.81%	21.59%
Sharpe Ratio	0.94	1.79
5Y Beta	1.19	0.39
P/E Ratio	34.23	N/A
Forward P/E	23.97	N/A
5Y Dividends CAGR	12.64%	14.67%
5Y EPS CAGR	22.44%	N/A
Debt to Equity	-89.13%	N/A
P/S Ratio	1.65	N/A
P/B Ratio	5.64	N/A

Net Assets

FDIS

$1.60B

Winner

AOM

$1.70B

Expense Ratio

Winner

FDIS

0.08%

AOM

0.15%

Max Drawdown

FDIS

39.81%

Winner

AOM

21.59%

Sharpe Ratio

FDIS

0.94

Winner

AOM

1.79

5Y Beta

FDIS

1.19

Winner

AOM

0.39

P/E Ratio

FDIS

34.23

AOM

N/A

Forward P/E

FDIS

23.97

AOM

N/A

5Y Dividends CAGR

FDIS

12.64%

Winner

AOM

14.67%

5Y EPS CAGR

FDIS

22.44%

AOM

N/A

Debt to Equity

FDIS

-89.13%

AOM

N/A

P/S Ratio

FDIS

1.65

AOM

N/A

P/B Ratio

FDIS

5.64

AOM

N/A

FDIS vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	FDIS	AOM
1 month	+8.65%	+3.04%
3 months	+2.46%	+2.10%
6 months	+2.93%	+5.81%
1 year	+19.96%	+16.29%
5 years(CAGR)	+5.96%	+4.77%
10 years(CAGR)	+13.91%	+6.32%
Max(CAGR)	+13.00%	+6.75%

Winner

FDIS

+8.65%

AOM

+3.04%

Winner

FDIS

+2.46%

AOM

+2.10%

FDIS

+2.93%

Winner

AOM

+5.81%

Winner

FDIS

+19.96%

AOM

+16.29%

5Y(CAGR)

Winner

FDIS

+5.96%

AOM

+4.77%

10Y(CAGR)

Winner

FDIS

+13.91%

AOM

+6.32%

Max(CAGR)

Winner

FDIS

+13.00%

AOM

+6.75%

FDIS vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	FDIS	AOM
2026	+2.09%	+4.21%
2025	+6.93%	+13.40%
2024	+25.52%	+8.57%
2023	+41.21%	+11.84%
2022	-36.65%	-14.50%
2021	+25.74%	+7.13%
2020	+47.69%	+9.61%
2019	+26.42%	+15.48%
2018	-2.24%	-4.21%
2017	+22.33%	+11.47%
2016	+8.50%	+6.20%
2015	+7.38%	-1.18%
2014	+10.00%	+5.12%
2013	+6.47%	+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%

FDIS vs AOM Drawdown Comparison

The maximum drawdown for FDIS was -39.16%, occurring on Dec 28, 2022. Recovery took 754 trading sessions.

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

The current FDIS drawdown is -3.16%.

Rank	FDIS	AOM
#1	-39.16% Nov 5, 2021 - Nov 6, 2024	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-36.29% Feb 20, 2020 - Jun 8, 2020	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-27.43% Dec 17, 2024 - Sep 15, 2025	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-21.81% Sep 27, 2018 - Apr 8, 2019	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-16.68% Nov 3, 2015 - Jul 12, 2016	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-15.50% Jan 9, 2026 - Mar 30, 2026	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-11.37% Jul 31, 2015 - Nov 2, 2015	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-9.71% Jan 26, 2018 - Jun 6, 2018	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-9.41% Sep 2, 2020 - Oct 12, 2020	-6.54% Feb 14, 2025 - May 13, 2025
#10	-9.30% Sep 16, 2025 - Dec 15, 2025	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-9.21% Apr 26, 2019 - Jul 3, 2019	-5.27% May 21, 2013 - Sep 18, 2013
#12	-9.01% Oct 13, 2020 - Nov 23, 2020	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-8.68% Feb 8, 2021 - Apr 5, 2021	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-8.55% Sep 5, 2014 - Nov 12, 2014	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-8.30% Dec 31, 2013 - Feb 27, 2014	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between FDIS and AOM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

FDIS vs AOM dividend yield comparison.

Year	FDIS	AOM
2026	0.18%	0.63%
2025	0.75%	2.98%
2024	0.69%	3.10%
2023	0.78%	2.79%
2022	1.00%	2.27%
2021	0.58%	1.56%
2020	0.59%	2.02%
2019	1.14%	2.66%
2018	1.29%	2.53%
2017	1.00%	3.31%
2016	1.62%	2.14%
2015	1.25%	1.98%
2014	1.01%	2.08%
2013	0.28%	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%