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AOM vs ISTB

iShares Core 40/60 Moderate Allocation ETF vs iShares Core 1-5 Year USD Bond ETF

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

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

Side-by-side comparison

AOMISTB
Annual cost (TER)0.15%0.06%
Fund size (AUM)$1.8B$4.7B
Since20082012
Dividend yield2.98%4.23%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.4%+3.9%
CAGR 3Y+10.7%+4.8%
CAGR 5Y+4.7%+1.8%
Sharpe 3Y0.940.47
Volatility 1Y6.71%1.78%
Max drawdown-19.96%-9.34%

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

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