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.
Key characteristics
| DODBX | AOM | |
|---|---|---|
| YTD Return | 10.92% | 10.18% |
| 1Y Return | 19.66% | 19.79% |
| 3Y Return (Ann) | 5.95% | 2.30% |
| 5Y Return (Ann) | 10.07% | 5.25% |
| 10Y Return (Ann) | 8.39% | 5.07% |
| Sharpe Ratio | 2.60 | 2.86 |
| Daily Std Dev | 7.55% | 6.84% |
| Max Drawdown | -50.21% | -19.96% |
| Current Drawdown | -0.23% | 0.00% |
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
In the year-to-date period, DODBX achieves a 10.92% return, which is significantly higher than AOM's 10.18% return. Over the past 10 years, DODBX has outperformed AOM with an annualized return of 8.39%, while AOM has yielded a comparatively lower 5.07% 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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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 5.17%, more than AOM's 2.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 5.17% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 8.49% | 6.09% | 5.44% | 4.73% | 1.74% |
AOM iShares Core Moderate Allocation ETF | 2.71% | 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 -50.21%, 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) and iShares Core Moderate Allocation ETF (AOM) have volatilities of 1.80% and 1.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.