IDU vs AOM

Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceIDU has outperformed AOM, delivering a return of +9.3% compared to +4.8%

IDU vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDU(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.38%	0.15%
Max Drawdown	56.36%	21.59%
Sharpe Ratio	0.58	1.79
5Y Beta	0.34	0.39
P/E Ratio	23.19	N/A
Forward P/E	19.58	N/A
PEG Ratio	-0.26	N/A
5Y Dividends CAGR	5.89%	14.67%
5Y EPS CAGR	12.88%	N/A
Debt to Equity	123.89%	N/A
P/S Ratio	2.99	N/A
P/B Ratio	2.60	N/A

Net Assets

IDU

$1.60B

Winner

AOM

$1.70B

Expense Ratio

IDU

0.38%

Winner

AOM

0.15%

Max Drawdown

IDU

56.36%

Winner

AOM

21.59%

Sharpe Ratio

IDU

0.58

Winner

AOM

1.79

5Y Beta

Winner

IDU

0.34

AOM

0.39

P/E Ratio

IDU

23.19

AOM

N/A

Forward P/E

IDU

19.58

AOM

N/A

PEG Ratio

IDU

-0.26

AOM

N/A

5Y Dividends CAGR

IDU

5.89%

Winner

AOM

14.67%

5Y EPS CAGR

IDU

12.88%

AOM

N/A

Debt to Equity

IDU

123.89%

AOM

N/A

P/S Ratio

IDU

2.99

AOM

N/A

P/B Ratio

IDU

2.60

AOM

N/A

IDU vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	IDU	AOM
1 month	-4.58%	+3.04%
3 months	+2.45%	+2.10%
6 months	+1.43%	+5.81%
1 year	+12.00%	+16.29%
5 years(CAGR)	+9.26%	+4.77%
10 years(CAGR)	+9.17%	+6.32%
Max(CAGR)	+7.95%	+6.75%

IDU

-4.58%

Winner

AOM

+3.04%

Winner

IDU

+2.45%

AOM

+2.10%

IDU

+1.43%

Winner

AOM

+5.81%

IDU

+12.00%

Winner

AOM

+16.29%

5Y(CAGR)

Winner

IDU

+9.26%

AOM

+4.77%

10Y(CAGR)

Winner

IDU

+9.17%

AOM

+6.32%

Max(CAGR)

Winner

IDU

+7.95%

AOM

+6.75%

IDU vs AOM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IDU	AOM
2026	+3.57%	+4.21%
2025	+14.69%	+13.40%
2024	+21.91%	+8.57%
2023	-4.94%	+11.84%
2022	+1.28%	-14.50%
2021	+19.75%	+7.13%
2020	+0.17%	+9.61%
2019	+26.63%	+15.48%
2018	+4.76%	-4.21%
2017	+12.31%	+11.47%
2016	+16.86%	+6.20%
2015	-5.49%	-1.18%
2014	+29.35%	+5.12%
2013	+12.69%	+8.94%
2012	+2.77%	+7.99%
2011	+18.02%	+1.82%
2010	+6.84%	+7.03%
2009	+10.11%	+12.74%
2008	-29.56%	+7.29%
2007	+16.31%	N/A
2006	+18.57%	N/A
2005	+16.42%	N/A
2004	+23.20%	N/A
2003	+21.48%	N/A
2002	-22.70%	N/A
2001	-23.37%	N/A
2000	+31.20%	N/A

IDU vs AOM Drawdown Comparison

The maximum drawdown for IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 1128 trading sessions.

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

The current IDU drawdown is -6.02%.

Rank	IDU	AOM
#1	-53.88% Dec 28, 2000 - Jun 28, 2005	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-47.78% Dec 10, 2007 - Jun 18, 2012	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-36.18% Feb 18, 2020 - Aug 13, 2021	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-24.08% Sep 12, 2022 - May 15, 2024	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-16.19% Jan 29, 2015 - Mar 8, 2016	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-15.63% Apr 8, 2022 - Aug 12, 2022	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-15.29% Nov 14, 2017 - Oct 19, 2018	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-12.08% Jul 6, 2016 - Mar 22, 2017	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-12.07% Oct 3, 2005 - Jul 20, 2006	-6.54% Feb 14, 2025 - May 13, 2025
#10	-11.38% May 21, 2007 - Dec 3, 2007	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-10.77% Apr 30, 2013 - Feb 13, 2014	-5.27% May 21, 2013 - Sep 18, 2013
#12	-10.03% Dec 31, 2021 - Mar 25, 2022	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-9.85% Nov 29, 2024 - May 16, 2025	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-9.57% Jul 30, 2012 - Feb 12, 2013	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-9.33% Jun 30, 2014 - Oct 23, 2014	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

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

0.98

-101

Dividend Comparison (2000 - 2026)

IDU vs AOM dividend yield comparison.

Year	IDU	AOM
2026	0.55%	0.63%
2025	2.23%	2.98%
2024	2.29%	3.10%
2023	2.79%	2.79%
2022	2.39%	2.27%
2021	2.39%	1.56%
2020	2.94%	2.02%
2019	2.71%	2.66%
2018	2.80%	2.53%
2017	2.62%	3.31%
2016	3.18%	2.14%
2015	4.22%	1.98%
2014	2.88%	2.08%
2013	3.36%	1.87%
2012	3.47%	2.11%
2011	3.28%	2.33%
2010	3.76%	1.72%
2009	3.72%	2.01%
2008	3.68%	0.58%
2007	2.31%	0.00%
2006	2.48%	0.00%
2005	2.86%	0.00%
2004	2.83%	0.00%
2003	3.13%	0.00%
2002	4.32%	0.00%
2001	3.20%	0.00%
2000	1.42%	0.00%