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DFTT vs AOM

DF Tactical 30 ETF vs iShares Core 40/60 Moderate Allocation ETF

DFTT

DF Tactical 30 ETF

Annual cost

0.01%

Fund size

$34M

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

Key differences

DFTT is an alternative ETF, while AOM is a mixed asset ETF. DFTT charges 0.01% a year and AOM 0.15%.

  • DFTT is an alternative fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
  • DFTT follows a tactical allocation strategy; AOM uses index tracking.
  • DFTT costs 0.14% less per year.
  • AOM is much larger than DFTT. Larger funds are usually more liquid and less likely to close.
  • AOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFTTAOM
Annual cost (TER)0.01%0.15%
Fund size (AUM)$34M$1.8B
Since20252008
Dividend yield2.98%
Asset classalternativemixed asset
Regionnorth america
Strategytactical allocationindex tracking
CAGR 1YN/A+13.4%
CAGR 3YN/A+10.9%
CAGR 5YN/A+4.8%
Sharpe 3YN/A0.96
Volatility 1Y6.90%
Max drawdown-10.46%-19.96%

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

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