DFAWvsAOMETF Comparison
iShares Core 40/60 Moderate Allocation ETF
Dimensional World Equity ETF (DFAW) and iShares Core 40/60 Moderate Allocation ETF (AOM) have similar underlying exposures to countries and sectors. DFAW's top 3 sector exposures are Technology, Finance and Industrials. In contrast, AOM's top sector exposures are Sovereign, Technology and Finance. DFAW is more expensive with a Total Expense Ratio (TER) of 0.24%, versus 0.2% for AOM. DFAW is up 10.68% year-to-date (YTD) with +$584M in YTD flows. AOM performs worse with 4.79% YTD performance, and +$129M in YTD flows. Run a side-by-side ETF comparison of DFAW and AOM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DFAW vs AOM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DFAW AOM | -4.08%+0.23% | -4.26%-1.10% | +10.68%+4.79% | +14.84%+5.43% | +70.71%+38.07% | n/a+22.41% |
| Flows | DFAW AOM | +$60M-$61M | +$132M+$145M | +$584M+$129M | +$642M+$232M | +$1.32B+$231M | --$43M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DFAW AOM | +12.24%+6.79% | +13.25%+7.33% | +14.19%+7.11% | n/a+8.13% |
| Max drawdown | DFAW AOM | -5.63%-2.77% | -8.89%-5.21% | -16.84%-6.43% | n/a-19.72% |
| Max drawdown duration | DFAW AOM | 85d88d | 49d50d | 107d78d | n/a951d |
DFAW | AOM | |
Last sale 11/10/2026 at 2:30 PM | $82.74 | $48.66 |
| Previous close 11/09/2026 | $83.16 | $48.94 |
| Consolidated volume 11/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DFAW | AOM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DFAW | AOM | |
|---|---|---|
| Last price | $82.74 | $48.66 |
| 1D performance | -0.51% | -0.57% |
| AuM | $1.69 B | $1.88 B |
| E/R | 0.24% | 0.2% |
DFAW | AOM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Dimensional | iShares |
| Benchmark | - | S&P Target Risk Moderate Index |
| N° of holdings | 1 | 2 |
| Asset class | - | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 26, 2023 | November 4, 2008 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 5 holdings out of 5
Total weight of top 8 holdings out of 8
