Screener
AOM vs TAXF
iShares Core 40/60 Moderate Allocation ETF vs American Century Diversified Municipal Bond ETF
Key differences
AOM is a mixed asset ETF, while TAXF is a fixed income ETF. AOM charges 0.15% a year and TAXF 0.27%.
- AOM is a mixed asset fund, while TAXF is a fixed income fund. They carry different risk/return profiles.
- AOM follows a index tracking strategy; TAXF uses active selection.
- AOM costs 0.12% less per year.
- 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 | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $1.8B | $659M |
| Since | 2008 | 2018 |
| Dividend yield | 2.98% | 3.77% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.4% | +7.9% |
| CAGR 3Y | +10.9% | +4.1% |
| CAGR 5Y | +4.8% | +1.1% |
| Sharpe 3Y | 0.96 | 0.14 |
| Volatility 1Y | 6.90% | 3.01% |
| Max drawdown | -19.96% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.