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.
Performance
DODBX vs. AOM - Performance Comparison
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DODBX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -0.36% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
AOM iShares Core Moderate Allocation ETF | -0.40% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than AOM's -0.40% return. Over the past 10 years, DODBX has outperformed AOM with an annualized return of 9.45%, while AOM has yielded a comparatively lower 5.86% annualized return.
DODBX
- 1D
- 1.37%
- 1M
- -3.79%
- YTD
- -0.36%
- 6M
- 1.20%
- 1Y
- 8.67%
- 3Y*
- 11.26%
- 5Y*
- 7.08%
- 10Y*
- 9.45%
AOM
- 1D
- 0.36%
- 1M
- -2.76%
- YTD
- -0.40%
- 6M
- 1.26%
- 1Y
- 11.52%
- 3Y*
- 9.29%
- 5Y*
- 4.29%
- 10Y*
- 5.86%
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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.
Return for Risk
DODBX vs. AOM — Risk / Return Rank
DODBX
AOM
DODBX vs. AOM - Risk-Adjusted Trends 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.
| DODBX | AOM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.40 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.03 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.19 | -1.07 |
Martin ratioReturn relative to average drawdown | 4.57 | 8.80 | -4.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODBX | AOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.40 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.53 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.67 | +0.06 |
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.
Dividends
DODBX vs. AOM - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, more than AOM's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.25% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
Drawdowns
DODBX vs. AOM - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, 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.
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Drawdown Indicators
| DODBX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -19.96% | -30.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -5.35% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -19.96% | +2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -19.96% | -11.33% |
Current DrawdownCurrent decline from peak | -4.13% | -3.30% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -2.72% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.33% | +0.55% |
Volatility
DODBX vs. AOM - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 3.26%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.26% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 4.89% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 8.24% | +1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 8.09% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 7.90% | +5.36% |