RSMC vs AOK

Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).

RSMC vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSMC(ETF)	AOK(ETF)
Net Assets	$754M	$756M
Expense Ratio	0.75%	0.15%
Max Drawdown	22.33%	20.42%
Sharpe Ratio	0.45	1.12
5Y Beta	0.97	0.30
P/E Ratio	32.40	N/A
Forward P/E	19.43	N/A
PEG Ratio	0.80	N/A
5Y Dividends CAGR	N/A	14.05%
5Y EPS CAGR	16.96%	N/A
Debt to Equity	62.55%	N/A
P/S Ratio	0.79	N/A
P/B Ratio	3.83	N/A

Net Assets

RSMC

$754M

Winner

AOK

$756M

Expense Ratio

RSMC

0.75%

Winner

AOK

0.15%

Max Drawdown

RSMC

22.33%

Winner

AOK

20.42%

Sharpe Ratio

RSMC

0.45

Winner

AOK

1.12

5Y Beta

RSMC

0.97

Winner

AOK

0.30

P/E Ratio

RSMC

32.40

AOK

N/A

Forward P/E

RSMC

19.43

AOK

N/A

PEG Ratio

RSMC

0.80

AOK

N/A

5Y Dividends CAGR

RSMC

N/A

AOK

14.05%

5Y EPS CAGR

RSMC

16.96%

AOK

N/A

Debt to Equity

RSMC

62.55%

AOK

N/A

P/S Ratio

RSMC

0.79

AOK

N/A

P/B Ratio

RSMC

3.83

AOK

N/A

RSMC vs AOK - Historical Returns

Returns include dividend reinvestment.

Period	RSMC	AOK
1 month	-1.42%	+0.26%
3 months	+7.95%	+1.68%
6 months	+7.88%	+3.17%
1 year	+9.84%	+10.85%
5 years(CAGR)	N/A	+3.51%
10 years(CAGR)	N/A	+5.02%
Max(CAGR)	+5.79%	+5.35%

RSMC

-1.42%

Winner

AOK

+0.26%

Winner

RSMC

+7.95%

AOK

+1.68%

Winner

RSMC

+7.88%

AOK

+3.17%

RSMC

+9.84%

Winner

AOK

+10.85%

5Y(CAGR)

RSMC

N/A

AOK

+3.51%

10Y(CAGR)

RSMC

N/A

AOK

+5.02%

Max(CAGR)

Winner

RSMC

+5.79%

AOK

+5.35%

RSMC vs AOK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RSMC	AOK
2026	+9.12%	+2.77%
2025	-0.75%	+11.44%
2024	+0.68%	+7.10%
2023	N/A	+10.30%
2022	N/A	-13.75%
2021	N/A	+5.03%
2020	N/A	+8.81%
2019	N/A	+13.65%
2018	N/A	-3.25%
2017	N/A	+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%

RSMC vs AOK Drawdown Comparison

The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.

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

The current RSMC drawdown is -2.70%. The current AOK drawdown is -1.37%.

Rank	RSMC	AOK
#1	-22.33% Nov 25, 2024 - Apr 17, 2026	-18.94% Nov 5, 2021 - Jul 16, 2024
#2	-4.34% Nov 11, 2024 - Nov 25, 2024	-14.55% Feb 19, 2020 - Jun 8, 2020
#3	-4.29% May 8, 2026 - May 19, 2026	-10.84% Nov 25, 2008 - Dec 9, 2008
#4	-3.31% Oct 16, 2024 - Nov 6, 2024	-9.06% Dec 19, 2008 - May 8, 2009
#5	-2.65% Apr 24, 2026 - May 5, 2026	-6.42% Apr 24, 2015 - Jun 3, 2016
#6	-0.09% May 6, 2026 - May 8, 2026	-6.15% Jan 26, 2018 - Mar 15, 2019
#7	-0.05% Oct 14, 2024 - Oct 16, 2024	-5.02% Nov 14, 2008 - Nov 25, 2008
#8	N/A	-4.96% Feb 26, 2025 - May 13, 2025
#9	N/A	-4.50% Feb 25, 2026 - Apr 17, 2026
#10	N/A	-4.43% May 21, 2013 - Sep 18, 2013
#11	N/A	-3.79% May 8, 2009 - Jun 12, 2009
#12	N/A	-3.68% Jul 22, 2011 - Oct 28, 2011
#13	N/A	-3.64% Jun 12, 2009 - Aug 4, 2009
#14	N/A	-3.50% Dec 6, 2024 - Feb 26, 2025
#15	N/A	-3.41% Sep 7, 2016 - Feb 23, 2017