MTBA vs AOM
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF).
MTBA vs AOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.70B
AOM
$1.70B
Expense Ratio
MTBA
0.15%
AOM
0.15%
Max Drawdown
Winner
MTBA
6.22%
AOM
21.59%
Sharpe Ratio
MTBA
0.21
Winner
AOM
1.28
5Y Beta
Winner
MTBA
0.04
AOM
0.39
5Y Dividends CAGR
MTBA
N/A
AOM
14.67%
MTBA vs AOM - Historical Returns
Returns include dividend reinvestment.
1M
MTBA
-0.18%
Winner
AOM
+0.39%
3M
MTBA
-1.16%
Winner
AOM
+2.47%
6M
MTBA
+0.04%
Winner
AOM
+4.13%
1Y
MTBA
+4.52%
Winner
AOM
+12.89%
5Y(CAGR)
MTBA
N/A
AOM
+4.55%
10Y(CAGR)
MTBA
N/A
AOM
+6.09%
Max(CAGR)
MTBA
+4.96%
Winner
AOM
+6.67%
MTBA vs AOM - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | AOM |
|---|---|---|
| 2026 | -0.53% | +3.50% |
| 2025 | +7.65% | +13.40% |
| 2024 | +2.47% | +8.57% |
| 2023 | +3.64% | +11.84% |
| 2022 | N/A | -14.50% |
| 2021 | N/A | +7.13% |
| 2020 | N/A | +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% |
MTBA vs AOM Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.
The current MTBA drawdown is -1.90%. The current AOM drawdown is -1.64%.
| Rank | MTBA | AOM |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -19.96% Nov 5, 2021 - Jun 18, 2024 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -16.90% Feb 14, 2020 - Jul 15, 2020 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -15.69% Jan 5, 2009 - Jul 23, 2009 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -10.27% Nov 24, 2008 - Dec 8, 2008 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -8.42% Nov 19, 2008 - Nov 24, 2008 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -8.06% Jan 26, 2018 - Mar 29, 2019 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -7.85% Apr 27, 2015 - Jun 8, 2016 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -7.34% Jul 22, 2011 - Jan 27, 2012 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -6.54% Feb 14, 2025 - May 13, 2025 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -5.81% Apr 15, 2010 - Sep 20, 2010 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -5.27% May 21, 2013 - Sep 18, 2013 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -5.11% Feb 25, 2026 - Apr 17, 2026 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -4.29% Jan 14, 2010 - Mar 16, 2010 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -4.27% Apr 2, 2012 - Aug 6, 2012 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -4.07% Dec 10, 2008 - Dec 30, 2008 |
Correlation
Correlation between MTBA 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)
MTBA vs AOM dividend yield comparison.
| Year | MTBA | AOM |
|---|---|---|
| 2026 | 2.49% | 0.63% |
| 2025 | 5.98% | 2.98% |
| 2024 | 6.03% | 3.10% |
| 2023 | 0.48% | 2.79% |
| 2022 | 0.00% | 2.27% |
| 2021 | 0.00% | 1.56% |
| 2020 | 0.00% | 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% |
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