Screener
SPDF vs AOM
Defender Risk Adaptive 500 ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
SPDF is an equity ETF, while AOM is a mixed asset ETF. SPDF charges 0.69% a year and AOM 0.15%.
- SPDF is an equity fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- SPDF follows a active selection strategy; AOM uses index tracking.
- AOM costs 0.54% less per year.
- AOM is much larger than SPDF. Larger funds are usually more liquid and less likely to close.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPDF | AOM | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $18M | $1.8B |
| Since | 2026 | 2008 |
| Dividend yield | — | 2.98% |
| Asset class | equity | mixed asset |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +13.4% |
| CAGR 3Y | N/A | +10.7% |
| CAGR 5Y | N/A | +4.7% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | — | 6.71% |
| Max drawdown | -2.77% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.