IBTI vs AOM

Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

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

IBTI vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTI(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.07%	0.15%
Max Drawdown	20.83%	21.59%
Sharpe Ratio	-0.10	1.79
5Y Beta	-0.02	0.39
5Y Dividends CAGR	39.09%	14.67%

Net Assets

IBTI

$1.60B

Winner

AOM

$1.70B

Expense Ratio

Winner

IBTI

0.07%

AOM

0.15%

Max Drawdown

Winner

IBTI

20.83%

AOM

21.59%

Sharpe Ratio

IBTI

-0.10

Winner

AOM

1.79

5Y Beta

Winner

IBTI

-0.02

AOM

0.39

5Y Dividends CAGR

Winner

IBTI

39.09%

AOM

14.67%

IBTI vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	IBTI	AOM
1 month	+0.10%	+3.04%
3 months	+0.09%	+2.10%
6 months	+1.05%	+5.81%
1 year	+3.84%	+16.29%
5 years(CAGR)	+0.25%	+4.77%
10 years(CAGR)	N/A	+6.32%
Max(CAGR)	+0.23%	+6.75%

IBTI

+0.10%

Winner

AOM

+3.04%

IBTI

+0.09%

Winner

AOM

+2.10%

IBTI

+1.05%

Winner

AOM

+5.81%

IBTI

+3.84%

Winner

AOM

+16.29%

5Y(CAGR)

IBTI

+0.25%

Winner

AOM

+4.77%

10Y(CAGR)

IBTI

N/A

AOM

+6.32%

Max(CAGR)

IBTI

+0.23%

Winner

AOM

+6.75%

IBTI vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IBTI	AOM
2026	+0.41%	+4.21%
2025	+6.24%	+13.40%
2024	+2.84%	+8.57%
2023	+4.22%	+11.84%
2022	-10.75%	-14.50%
2021	-3.53%	+7.13%
2020	+3.65%	+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%

IBTI vs AOM Drawdown Comparison

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current IBTI drawdown is -3.79%.

Rank	IBTI	AOM
#1	-18.46% Aug 4, 2020 - Oct 20, 2022	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-4.63% Mar 9, 2020 - Apr 1, 2020	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-1.69% Apr 21, 2020 - Jul 17, 2020	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-0.94% Apr 3, 2020 - Apr 15, 2020	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-0.21% Apr 16, 2020 - Apr 20, 2020	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-0.19% Jul 23, 2020 - Jul 28, 2020	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-0.12% Jul 31, 2020 - Aug 4, 2020	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-0.04% Mar 3, 2020 - Mar 5, 2020	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-0.04% Apr 1, 2020 - Apr 3, 2020	-6.54% Feb 14, 2025 - May 13, 2025
#10	N/A	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	N/A	-5.27% May 21, 2013 - Sep 18, 2013
#12	N/A	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	N/A	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	N/A	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	N/A	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between IBTI and AOM is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2008 - 2026)

IBTI vs AOM dividend yield comparison.

Year	IBTI	AOM
2026	1.22%	0.63%
2025	3.87%	2.98%
2024	3.92%	3.10%
2023	3.26%	2.79%
2022	1.70%	2.27%
2021	0.90%	1.56%
2020	0.56%	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%