AOM vs. VSMGX
Compare and contrast key facts about iShares Core Moderate Allocation ETF (AOM) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX).
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. VSMGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOM or VSMGX.
Key characteristics
| AOM | VSMGX | |
|---|---|---|
| YTD Return | 0.30% | 1.11% |
| 1Y Return | 7.71% | 11.38% |
| 3Y Return (Ann) | -0.11% | 0.90% |
| 5Y Return (Ann) | 3.91% | 5.79% |
| 10Y Return (Ann) | 4.20% | 6.05% |
| Sharpe Ratio | 1.08 | 1.25 |
| Daily Std Dev | 6.84% | 8.85% |
| Max Drawdown | -19.96% | -41.13% |
| Current Drawdown | -4.17% | -2.93% |
Correlation
The correlation between AOM and VSMGX is 0.88, 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.
Performance
AOM vs. VSMGX - Performance Comparison
In the year-to-date period, AOM achieves a 0.30% return, which is significantly lower than VSMGX's 1.11% return. Over the past 10 years, AOM has underperformed VSMGX with an annualized return of 4.20%, while VSMGX has yielded a comparatively higher 6.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AOM vs. VSMGX - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is higher than VSMGX's 0.13% 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%.
Risk-Adjusted Performance
AOM vs. VSMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX). 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.
Dividends
AOM vs. VSMGX - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 2.86%, less than VSMGX's 3.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 2.86% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 1.98% | 1.98% | 2.08% | 1.87% |
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 3.97% | 4.01% | 2.66% | 3.86% | 3.46% | 2.52% | 4.11% | 2.31% | 2.26% | 3.89% | 2.75% | 2.21% |
Drawdowns
AOM vs. VSMGX - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum VSMGX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for AOM and VSMGX. For additional features, visit the drawdowns tool.
Volatility
AOM vs. VSMGX - Volatility Comparison
The current volatility for iShares Core Moderate Allocation ETF (AOM) is 1.91%, while Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a volatility of 2.20%. This indicates that AOM experiences smaller price fluctuations and is considered to be less risky than VSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.