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ZTOP vs AOM

F/m High Yield 100 ETF vs iShares Core 40/60 Moderate Allocation ETF

ZTOP

F/m High Yield 100 ETF

Annual cost

0.39%

Fund size

$17M

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

Key differences

ZTOP is a fixed income ETF, while AOM is a mixed asset ETF. ZTOP charges 0.39% a year and AOM 0.15%.

  • ZTOP is a fixed income fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
  • AOM costs 0.24% less per year.
  • AOM is much larger than ZTOP. 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

ZTOPAOM
Annual cost (TER)0.39%0.15%
Fund size (AUM)$17M$1.8B
Since20252008
Dividend yield6.23%2.98%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+13.4%
CAGR 3YN/A+10.9%
CAGR 5YN/A+4.8%
Sharpe 3YN/A0.96
Volatility 1Y3.33%6.90%
Max drawdown-2.52%-19.96%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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