Screener
ISMF vs AOM
iShares Managed Futures Active ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
ISMF is an alternative ETF, while AOM is a mixed asset ETF. ISMF charges 0.80% a year and AOM 0.15%.
- ISMF is an alternative fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- ISMF follows a managed futures strategy; AOM uses index tracking.
- ISMF covers global markets; AOM covers North America.
- AOM costs 0.65% less per year.
- AOM is much larger than ISMF. 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
| ISMF | AOM | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.15% |
| Fund size (AUM) | $59M | $1.8B |
| Since | 2025 | 2008 |
| Dividend yield | 2.49% | 2.98% |
| Asset class | alternative | mixed asset |
| Region | global | north america |
| Strategy | managed futures | index tracking |
| CAGR 1Y | +21.6% | +13.4% |
| CAGR 3Y | N/A | +10.9% |
| CAGR 5Y | N/A | +4.8% |
| Sharpe 3Y | N/A | 0.96 |
| Volatility 1Y | 8.02% | 6.90% |
| Max drawdown | -4.23% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.