AOM vs. VSCGX
Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX).
AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008. VSCGX is managed by Vanguard. It was launched on Sep 30, 1994.
Performance
AOM vs. VSCGX - Performance Comparison
Loading graphics...
AOM vs. VSCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | -0.75% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
VSCGX Vanguard LifeStrategy Conservative Growth Fund | -2.05% | 12.87% | 11.65% | 12.72% | -15.00% | 6.04% | 11.51% | 15.69% | -2.95% | 10.02% |
Returns By Period
In the year-to-date period, AOM achieves a -0.75% return, which is significantly higher than VSCGX's -2.05% return. Both investments have delivered pretty close results over the past 10 years, with AOM having a 5.82% annualized return and VSCGX not far ahead at 5.99%.
AOM
- 1D
- 1.39%
- 1M
- -3.60%
- YTD
- -0.75%
- 6M
- 1.24%
- 1Y
- 11.30%
- 3Y*
- 9.16%
- 5Y*
- 4.22%
- 10Y*
- 5.82%
VSCGX
- 1D
- 0.11%
- 1M
- -5.05%
- YTD
- -2.05%
- 6M
- -0.25%
- 1Y
- 9.69%
- 3Y*
- 9.90%
- 5Y*
- 4.59%
- 10Y*
- 5.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AOM vs. VSCGX - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is higher than VSCGX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AOM vs. VSCGX — Risk / Return Rank
AOM
VSCGX
AOM vs. VSCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AOM | VSCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.38 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.96 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.80 | +0.34 |
Martin ratioReturn relative to average drawdown | 8.72 | 7.50 | +1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AOM | VSCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.38 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.61 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.82 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.83 | -0.16 |
Correlation
The correlation between AOM and VSCGX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AOM vs. VSCGX - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 3.00%, less than VSCGX's 5.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 3.00% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 5.66% | 5.50% | 11.03% | 5.23% | 2.79% | 4.18% | 3.28% | 2.62% | 3.81% | 1.65% | 2.43% | 3.21% |
Drawdowns
AOM vs. VSCGX - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum VSCGX drawdown of -30.62%. Use the drawdown chart below to compare losses from any high point for AOM and VSCGX.
Loading graphics...
Drawdown Indicators
| AOM | VSCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -30.62% | +10.66% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -5.19% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -20.15% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | -20.15% | +0.19% |
Current DrawdownCurrent decline from peak | -3.64% | -5.09% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -3.01% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 1.24% | +0.07% |
Volatility
AOM vs. VSCGX - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 3.27% compared to Vanguard LifeStrategy Conservative Growth Fund (VSCGX) at 2.79%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than VSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AOM | VSCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 2.79% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 4.88% | 4.42% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.23% | 7.13% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.09% | 7.62% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.90% | 7.31% | +0.59% |