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ISTB vs AOM

iShares Core 1-5 Year USD Bond ETF vs iShares Core 40/60 Moderate Allocation ETF

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

Key differences

ISTB is a fixed income ETF, while AOM is a mixed asset ETF. ISTB charges 0.06% a year and AOM 0.15%.

  • ISTB is a fixed income fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
  • ISTB costs 0.09% less per year.
  • Over the last three years, AOM has delivered higher annualized returns.

Side-by-side comparison

ISTBAOM
Annual cost (TER)0.06%0.15%
Fund size (AUM)$4.7B$1.8B
Since20122008
Dividend yield4.23%2.98%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+13.4%
CAGR 3Y+4.8%+10.7%
CAGR 5Y+1.8%+4.7%
Sharpe 3Y0.470.94
Volatility 1Y1.78%6.71%
Max drawdown-9.34%-19.96%

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

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