Screener
AOM vs MDIV
iShares Core 40/60 Moderate Allocation ETF vs Multi-Asset Diversified Income Index Fund
Key differences
Both AOM and MDIV are mixed asset ETFs. AOM charges 0.15% a year and MDIV 0.71%. The main difference: AOM costs 0.56% less per year.
- AOM costs 0.56% less per year.
- AOM is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AOM | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.71% |
| Fund size (AUM) | $1.8B | $411M |
| Since | 2008 | 2012 |
| Dividend yield | 2.98% | 6.38% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +12.3% |
| CAGR 3Y | +10.9% | +11.4% |
| CAGR 5Y | +4.8% | +5.9% |
| Sharpe 3Y | 0.96 | 0.85 |
| Volatility 1Y | 6.90% | 6.71% |
| Max drawdown | -19.96% | -48.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.