Screener
AOM vs FTBI
iShares Core 40/60 Moderate Allocation ETF vs First Trust Balanced Income ETF
Key differences
- AOM costs 0.82% less per year.
- AOM is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.97% |
| Fund size (AUM) | $1.7B | $20M |
| Since | 2008 | 2025 |
| Dividend yield | 3.04% | — |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.5% | N/A |
| CAGR 3Y | +11.0% | N/A |
| CAGR 5Y | +5.1% | N/A |
| Sharpe 3Y | 0.99 | N/A |
| Volatility 1Y | 6.58% | — |
| Max drawdown | -19.96% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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