Screener
IMTB vs AOM
iShares Core 5-10 Year USD Bond ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
IMTB is a fixed income ETF, while AOM is a mixed asset ETF. IMTB charges 0.06% a year and AOM 0.15%.
- IMTB is a fixed income fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- IMTB costs 0.09% less per year.
- AOM is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
- 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
| IMTB | AOM | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.15% |
| Fund size (AUM) | $280M | $1.8B |
| Since | 2016 | 2008 |
| Dividend yield | 4.48% | 2.98% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.3% | +13.4% |
| CAGR 3Y | +4.5% | +10.7% |
| CAGR 5Y | +0.5% | +4.7% |
| Sharpe 3Y | 0.17 | 0.94 |
| Volatility 1Y | 4.05% | 6.71% |
| Max drawdown | -18.15% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.