RPV vs AOM

Comparison between INVESCO S&P 500 PURE VALUE ETF (RPV, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceRPV has outperformed AOM, delivering a return of +9.1% compared to +4.8%

RPV vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RPV(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.35%	0.15%
Max Drawdown	76.75%	21.59%
Sharpe Ratio	1.65	1.79
5Y Beta	0.64	0.39
P/E Ratio	25.99	N/A
Forward P/E	11.25	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	13.88%	14.67%
5Y EPS CAGR	3.44%	N/A
Debt to Equity	39.67%	N/A
P/S Ratio	0.61	N/A
P/B Ratio	1.47	N/A

Net Assets

RPV

$1.60B

Winner

AOM

$1.70B

Expense Ratio

RPV

0.35%

Winner

AOM

0.15%

Max Drawdown

RPV

76.75%

Winner

AOM

21.59%

Sharpe Ratio

RPV

1.65

Winner

AOM

1.79

5Y Beta

RPV

0.64

Winner

AOM

0.39

P/E Ratio

RPV

25.99

AOM

N/A

Forward P/E

RPV

11.25

AOM

N/A

PEG Ratio

RPV

0.35

AOM

N/A

5Y Dividends CAGR

RPV

13.88%

Winner

AOM

14.67%

5Y EPS CAGR

RPV

3.44%

AOM

N/A

Debt to Equity

RPV

39.67%

AOM

N/A

P/S Ratio

RPV

0.61

AOM

N/A

P/B Ratio

RPV

1.47

AOM

N/A

RPV vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	RPV	AOM
1 month	+1.43%	+3.04%
3 months	-0.08%	+2.10%
6 months	+12.38%	+5.81%
1 year	+26.49%	+16.29%
5 years(CAGR)	+9.09%	+4.77%
10 years(CAGR)	+10.72%	+6.32%
Max(CAGR)	+9.17%	+6.75%

RPV

+1.43%

Winner

AOM

+3.04%

RPV

-0.08%

Winner

AOM

+2.10%

Winner

RPV

+12.38%

AOM

+5.81%

Winner

RPV

+26.49%

AOM

+16.29%

5Y(CAGR)

Winner

RPV

+9.09%

AOM

+4.77%

10Y(CAGR)

Winner

RPV

+10.72%

AOM

+6.32%

Max(CAGR)

Winner

RPV

+9.17%

AOM

+6.75%

RPV vs AOM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RPV	AOM
2026	+6.66%	+4.21%
2025	+18.12%	+13.40%
2024	+11.26%	+8.57%
2023	+7.46%	+11.84%
2022	-2.57%	-14.50%
2021	+35.97%	+7.13%
2020	-8.87%	+9.61%
2019	+23.40%	+15.48%
2018	-13.25%	-4.21%
2017	+15.53%	+11.47%
2016	+20.09%	+6.20%
2015	-8.27%	-1.18%
2014	+13.54%	+5.12%
2013	+43.93%	+8.94%
2012	+22.39%	+7.99%
2011	-2.49%	+1.82%
2010	+19.72%	+7.03%
2009	+47.56%	+12.74%
2008	-46.93%	+7.29%
2007	-4.51%	N/A
2006	+16.73%	N/A

RPV vs AOM Drawdown Comparison

The maximum drawdown for RPV was -75.35%, occurring on Mar 6, 2009. Recovery took 1304 trading sessions.

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

The current RPV drawdown is -1.66%.

Rank	RPV	AOM
#1	-75.35% Jul 16, 2007 - Sep 14, 2012	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-50.63% Jan 17, 2020 - Feb 10, 2021	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-22.85% May 21, 2015 - Nov 10, 2016	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-22.64% Feb 2, 2023 - Mar 21, 2024	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-22.56% Jan 26, 2018 - Nov 15, 2019	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-19.81% Apr 20, 2022 - Jan 31, 2023	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-14.91% Nov 25, 2024 - Jul 1, 2025	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-11.60% Jun 4, 2021 - Nov 3, 2021	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-8.84% Sep 5, 2014 - Nov 18, 2014	-6.54% Feb 14, 2025 - May 13, 2025
#10	-8.39% Dec 29, 2014 - Feb 13, 2015	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-8.05% Nov 15, 2021 - Jan 3, 2022	-5.27% May 21, 2013 - Sep 18, 2013
#12	-7.74% Feb 18, 2026 - Mar 20, 2026	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-7.53% Jul 30, 2024 - Aug 30, 2024	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-7.33% May 10, 2006 - Sep 13, 2006	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-7.08% Mar 28, 2024 - Jul 17, 2024	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between RPV and AOM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

RPV vs AOM dividend yield comparison.

Year	RPV	AOM
2026	0.61%	0.63%
2025	2.50%	2.98%
2024	2.16%	3.10%
2023	2.38%	2.79%
2022	2.29%	2.27%
2021	1.92%	1.56%
2020	2.11%	2.02%
2019	2.28%	2.66%
2018	2.49%	2.53%
2017	1.73%	3.31%
2016	1.73%	2.14%
2015	2.39%	1.98%
2014	1.57%	2.08%
2013	1.13%	1.87%
2012	1.49%	2.11%
2011	1.63%	2.33%
2010	1.21%	1.72%
2009	1.86%	2.01%
2008	5.66%	0.58%
2007	2.78%	0.00%
2006	1.40%	0.00%