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IWL vs AOM

iShares Russell Top 200 ETF vs iShares Core 40/60 Moderate Allocation ETF

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • IWL is classified as equity, while AOM is mixed asset — different risk/return profiles.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

IWLAOM
Annual cost (TER)0.15%0.15%
Fund size (AUM)$2.1B$1.7B
Since20092008
Dividend yield0.86%3.04%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+15.2%
CAGR 3Y+24.4%+10.8%
CAGR 5Y+14.7%+4.9%
Sharpe 3Y1.280.96
Volatility 1Y12.34%6.55%
Max drawdown-32.71%-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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