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AOM vs HIMU

iShares Core 40/60 Moderate Allocation ETF vs iShares High Yield Muni Active ETF

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

HIMU

iShares High Yield Muni Active ETF

Annual cost

0.39%

Fund size

$2.3B

Key differences

AOM is a mixed asset ETF, while HIMU is a fixed income ETF. AOM charges 0.15% a year and HIMU 0.39%.

  • AOM is a mixed asset fund, while HIMU is a fixed income fund. They carry different risk/return profiles.
  • AOM follows a index tracking strategy; HIMU uses active selection.
  • AOM costs 0.24% less per year.

Side-by-side comparison

AOMHIMU
Annual cost (TER)0.15%0.39%
Fund size (AUM)$1.8B$2.3B
Since20082006
Dividend yield2.98%5.14%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+13.4%+7.2%
CAGR 3Y+10.9%N/A
CAGR 5Y+4.8%N/A
Sharpe 3Y0.96N/A
Volatility 1Y6.90%4.45%
Max drawdown-19.96%-8.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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