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AOM vs ILTB

iShares Core 40/60 Moderate Allocation ETF vs iShares Core 10+ Year USD Bond ETF

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

ILTB

iShares Core 10+ Year USD Bond ETF

Annual cost

0.06%

Fund size

$591M

Key differences

AOM is a mixed asset ETF, while ILTB is a fixed income ETF. AOM charges 0.15% a year and ILTB 0.06%.

  • AOM is a mixed asset fund, while ILTB is a fixed income fund. They carry different risk/return profiles.
  • ILTB costs 0.09% less per year.
  • Over the last three years, AOM has delivered higher annualized returns.

Side-by-side comparison

AOMILTB
Annual cost (TER)0.15%0.06%
Fund size (AUM)$1.8B$591M
Since20082009
Dividend yield2.98%4.93%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.4%+5.2%
CAGR 3Y+10.7%+2.3%
CAGR 5Y+4.7%-2.9%
Sharpe 3Y0.94-0.06
Volatility 1Y6.71%7.82%
Max drawdown-19.96%-36.89%

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

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