Screener
AOM vs SHYM
iShares Core 40/60 Moderate Allocation ETF vs iShares Short Duration High Yield Muni Active ETF
Key differences
AOM is a mixed asset ETF, while SHYM is a fixed income ETF.
- AOM is a mixed asset fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
- AOM follows a index tracking strategy; SHYM uses active selection.
- Over the last three years, AOM has delivered higher annualized returns.
Side-by-side comparison
| AOM | SHYM | |
|---|---|---|
| Annual cost (TER) | 0.15% | — |
| Fund size (AUM) | $1.8B | — |
| Since | 2008 | — |
| Dividend yield | 2.98% | — |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.4% | +5.0% |
| CAGR 3Y | +10.9% | +5.8% |
| CAGR 5Y | +4.8% | +1.0% |
| Sharpe 3Y | 0.96 | 0.35 |
| Volatility 1Y | 6.90% | 2.96% |
| Max drawdown | -19.96% | -22.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.