DODBX vs. AOM
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and iShares Core Moderate Allocation ETF (AOM).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODBX or AOM.
Correlation
The correlation between DODBX and AOM is 0.78, 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
DODBX vs. AOM - Performance Comparison
Key characteristics
DODBX:
0.60
AOM:
1.47
DODBX:
0.76
AOM:
2.09
DODBX:
1.13
AOM:
1.27
DODBX:
0.60
AOM:
1.56
DODBX:
3.83
AOM:
8.56
DODBX:
1.38%
AOM:
1.09%
DODBX:
8.83%
AOM:
6.30%
DODBX:
-53.83%
AOM:
-19.96%
DODBX:
-8.08%
AOM:
-2.22%
Returns By Period
In the year-to-date period, DODBX achieves a 4.16% return, which is significantly lower than AOM's 8.17% return. Over the past 10 years, DODBX has outperformed AOM with an annualized return of 5.24%, while AOM has yielded a comparatively lower 4.69% annualized return.
DODBX
4.16%
-6.68%
-0.45%
4.67%
7.26%
5.24%
AOM
8.17%
0.02%
3.52%
8.63%
4.19%
4.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DODBX vs. AOM - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
DODBX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and iShares Core Moderate Allocation ETF (AOM). 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
DODBX vs. AOM - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 3.81%, less than AOM's 4.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 3.81% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% | 1.68% |
AOM iShares Core Moderate Allocation ETF | 3.09% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
Drawdowns
DODBX vs. AOM - Drawdown Comparison
The maximum DODBX drawdown since its inception was -53.83%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for DODBX and AOM. For additional features, visit the drawdowns tool.
Volatility
DODBX vs. AOM - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 6.08% compared to iShares Core Moderate Allocation ETF (AOM) at 1.94%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.