Screener
MDIV vs AOM
Multi-Asset Diversified Income Index Fund vs iShares Core 40/60 Moderate Allocation ETF
Key differences
Both MDIV and AOM are mixed asset ETFs. MDIV charges 0.71% a year and AOM 0.15%. The main difference: AOM costs 0.56% less per year.
- AOM costs 0.56% less per year.
- AOM is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| MDIV | AOM | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $411M | $1.8B |
| Since | 2012 | 2008 |
| Dividend yield | 6.38% | 2.98% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.2% | +12.2% |
| CAGR 3Y | +11.9% | +10.3% |
| CAGR 5Y | +5.9% | +4.5% |
| Sharpe 3Y | 0.91 | 0.89 |
| Volatility 1Y | 6.75% | 6.76% |
| Max drawdown | -48.50% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.