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IWR vs AOM
iShares Russell Mid-Cap ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
- IWR is significantly larger than AOM — larger funds tend to be more liquid and less likely to close.
- IWR is classified as equity, while AOM is mixed asset — different risk/return profiles.
- Over the last 3 years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | AOM | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $52.6B | $1.7B |
| Since | 2001 | 2008 |
| Dividend yield | 1.19% | 3.04% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.8% | +15.2% |
| CAGR 3Y | +17.2% | +10.8% |
| CAGR 5Y | +8.1% | +4.9% |
| Sharpe 3Y | 0.86 | 0.96 |
| Volatility 1Y | 13.50% | 6.55% |
| Max drawdown | -40.59% | -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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