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IJH vs AOM

iShares Core S&P Mid-Cap ETF vs iShares Core 40/60 Moderate Allocation ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • IJH costs 0.10% less per year.
  • IJH is significantly larger than AOM — larger funds tend to be more liquid and less likely to close.
  • IJH is classified as equity, while AOM is mixed asset — different risk/return profiles.
  • Over the last 3 years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHAOM
Annual cost (TER)0.05%0.15%
Fund size (AUM)$115.7B$1.7B
Since20002008
Dividend yield1.22%3.04%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+15.2%
CAGR 3Y+16.0%+10.8%
CAGR 5Y+7.8%+4.9%
Sharpe 3Y0.720.96
Volatility 1Y15.66%6.55%
Max drawdown-42.18%-19.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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