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MDAA vs AOM

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF vs iShares Core 40/60 Moderate Allocation ETF

MDAA

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • MDAA is classified as alternative, while AOM is mixed asset — different risk/return profiles.
  • MDAA follows a active selection strategy; AOM uses index tracking.

Side-by-side comparison

MDAAAOM
Annual cost (TER)0.15%
Fund size (AUM)$1.7B
Since2008
Dividend yield3.04%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+15.2%
CAGR 3YN/A+10.8%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.96
Volatility 1Y6.55%
Max drawdown-14.59%-19.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MDAA and AOM