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:
0.61
AOM:
1.48
DODBX:
0.78
AOM:
2.10
DODBX:
1.13
AOM:
1.27
DODBX:
0.47
AOM:
1.59
DODBX:
2.30
AOM:
7.78
DODBX:
2.39%
AOM:
1.22%
DODBX:
8.99%
AOM:
6.38%
DODBX:
-53.83%
AOM:
-19.96%
DODBX:
-6.49%
AOM:
-2.18%
Returns By Period
In the year-to-date period, DODBX achieves a 1.66% return, which is significantly higher than AOM's 0.25% return. Over the past 10 years, DODBX has underperformed AOM with an annualized return of 2.52%, while AOM has yielded a comparatively higher 4.72% annualized return.
DODBX
1.66%
-3.69%
-0.70%
6.11%
2.28%
2.52%
AOM
0.25%
-1.06%
2.28%
9.94%
3.84%
4.72%
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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 Rank
DODBX
AOM
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 2.69%, less than AOM's 3.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 2.69% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
AOM iShares Core Moderate Allocation ETF | 3.09% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
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 6.38% compared to iShares Core Moderate Allocation ETF (AOM) at 2.48%. 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.