Screener
AOM vs IMTB
iShares Core 40/60 Moderate Allocation ETF vs iShares Core 5-10 Year USD Bond ETF
Key differences
AOM is a mixed asset ETF, while IMTB is a fixed income ETF. AOM charges 0.15% a year and IMTB 0.06%.
- AOM is a mixed asset fund, while IMTB is a fixed income fund. They carry different risk/return profiles.
- IMTB costs 0.09% less per year.
- AOM is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOM has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | IMTB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.06% |
| Fund size (AUM) | $1.8B | $280M |
| Since | 2008 | 2016 |
| Dividend yield | 2.98% | 4.48% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +5.3% |
| CAGR 3Y | +10.7% | +4.5% |
| CAGR 5Y | +4.7% | +0.5% |
| Sharpe 3Y | 0.94 | 0.17 |
| Volatility 1Y | 6.71% | 4.05% |
| Max drawdown | -19.96% | -18.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.