AOM vs. VSMGX

In the year-to-date period, AOM achieves a 3.67% return, which is significantly lower than VSMGX's 4.47% return. Over the past 10 years, AOM has underperformed VSMGX with an annualized return of 4.86%, while VSMGX has yielded a comparatively higher 6.54% annualized return.

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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%.

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.

The current AOM Sharpe Ratio is 1.11, which is comparable to the VSMGX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of AOM and VSMGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AOM's dividend yield for the trailing twelve months is around 3.06%, less than VSMGX's 6.87% yield.

The maximum AOM drawdown since its inception was -19.96%, smaller than the maximum VSMGX drawdown of -41.12%. Use the drawdown chart below to compare losses from any high point for AOM and VSMGX.

The current volatility for iShares Core Moderate Allocation ETF (AOM) is 1.85%, while Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a volatility of 2.35%. 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.