HMOP vs AOK

Comparison between HARTFORD MUNICIPAL OPPORTUNITIES ETF (HMOP, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).

5-Year PerformanceAOK has outperformed HMOP, delivering a return of +3.5% compared to +1.1%

HMOP vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HMOP(ETF)	AOK(ETF)
Net Assets	$785M	$782M
Expense Ratio	0.29%	0.15%
Max Drawdown	16.09%	20.42%
Sharpe Ratio	0.25	0.82
5Y Beta	0.03	0.31
5Y Dividends CAGR	-6.56%	16.01%

Net Assets

Winner

HMOP

$785M

AOK

$782M

Expense Ratio

HMOP

0.29%

Winner

AOK

0.15%

Max Drawdown

Winner

HMOP

16.09%

AOK

20.42%

Sharpe Ratio

HMOP

0.25

Winner

AOK

0.82

5Y Beta

Winner

HMOP

0.03

AOK

0.31

5Y Dividends CAGR

HMOP

-6.56%

Winner

AOK

16.01%

HMOP vs AOK - Historical Returns

Returns include dividend reinvestment.

Period	HMOP	AOK
1 month	+0.37%	+1.51%
3 months	+0.30%	+1.22%
6 months	-1.23%	+1.88%
1 year	+4.45%	+8.33%
5 years(CAGR)	+1.12%	+3.53%
10 years(CAGR)	+2.57%	+4.90%
Max(CAGR)	+2.57%	+5.37%

HMOP

+0.37%

Winner

AOK

+1.51%

HMOP

+0.30%

Winner

AOK

+1.22%

HMOP

-1.23%

Winner

AOK

+1.88%

HMOP

+4.45%

Winner

AOK

+8.33%

5Y(CAGR)

HMOP

+1.12%

Winner

AOK

+3.53%

10Y(CAGR)

HMOP

+2.57%

Winner

AOK

+4.90%

Max(CAGR)

HMOP

+2.57%

Winner

AOK

+5.37%

HMOP vs AOK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	HMOP	AOK
2026	+0.78%	+4.29%
2025	+4.78%	+11.44%
2024	+2.62%	+7.10%
2023	+6.62%	+10.30%
2022	-8.27%	-13.75%
2021	+1.96%	+5.03%
2020	+5.35%	+8.81%
2019	+7.75%	+13.65%
2018	+1.57%	-3.25%
2017	+0.05%	+9.60%
2016	N/A	+5.60%
2015	N/A	-1.07%
2014	N/A	+4.47%
2013	N/A	+6.05%
2012	N/A	+6.34%
2011	N/A	+4.24%
2010	N/A	+6.63%
2009	N/A	+8.46%
2008	N/A	+4.06%

HMOP vs AOK Drawdown Comparison

The maximum drawdown for HMOP was -13.12%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The current HMOP drawdown is -1.46%. The current AOK drawdown is -0.57%.

Rank	HMOP	AOK
#1	-13.12% Jul 19, 2021 - Aug 5, 2024	-18.94% Nov 5, 2021 - Jul 16, 2024
#2	-11.23% Mar 9, 2020 - Jul 30, 2020	-14.55% Feb 19, 2020 - Jun 8, 2020
#3	-3.71% Feb 28, 2025 - Sep 5, 2025	-10.84% Nov 25, 2008 - Dec 9, 2008
#4	-2.70% Feb 27, 2026 - Mar 26, 2026	-9.06% Dec 19, 2008 - May 8, 2009
#5	-2.35% Dec 6, 2024 - Feb 26, 2025	-6.42% Apr 24, 2015 - Jun 3, 2016
#6	-2.02% Oct 3, 2024 - Dec 4, 2024	-6.15% Jan 26, 2018 - Mar 15, 2019
#7	-1.95% Feb 11, 2021 - May 28, 2021	-5.02% Nov 14, 2008 - Nov 25, 2008
#8	-1.76% Jan 25, 2018 - Dec 4, 2018	-4.96% Feb 26, 2025 - May 13, 2025
#9	-1.59% Aug 28, 2019 - Jan 3, 2020	-4.50% Feb 25, 2026 - Apr 17, 2026
#10	-0.88% Aug 7, 2020 - Nov 17, 2020	-4.43% May 21, 2013 - Sep 18, 2013
#11	-0.81% Aug 5, 2024 - Sep 5, 2024	-3.79% May 8, 2009 - Jun 12, 2009
#12	-0.79% Dec 18, 2017 - Jan 3, 2018	-3.68% Jul 22, 2011 - Oct 28, 2011
#13	-0.69% Jan 3, 2018 - Jan 25, 2018	-3.64% Jun 12, 2009 - Aug 4, 2009
#14	-0.47% Oct 27, 2025 - Nov 10, 2025	-3.50% Dec 6, 2024 - Feb 26, 2025
#15	-0.46% Sep 17, 2025 - Oct 13, 2025	-3.41% Sep 7, 2016 - Feb 23, 2017

Correlation

Correlation between HMOP and AOK is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2008 - 2026)

HMOP vs AOK dividend yield comparison.

Year	HMOP	AOK
2026	2.04%	1.79%
2025	3.39%	3.28%
2024	3.22%	3.23%
2023	2.92%	2.93%
2022	2.12%	2.25%
2021	1.67%	1.55%
2020	5.26%	2.10%
2019	2.87%	2.71%
2018	2.27%	2.68%
2017	0.00%	2.91%
2016	0.00%	2.14%
2015	0.00%	2.02%
2014	0.00%	2.08%
2013	0.00%	1.82%
2012	0.00%	2.05%
2011	0.00%	2.35%
2010	0.00%	1.78%
2009	0.00%	2.33%
2008	0.00%	0.44%