PDGIX vs. AOM
PDGIX (T. Rowe Price Dividend Growth Fund) and AOM (iShares Core Moderate Allocation ETF) are both funds - PDGIX is a Large Cap Value Equities fund actively managed by T. Rowe Price, while AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate. PDGIX is actively managed, while AOM is passively managed. Over the past 10 years, PDGIX returned 13.06%/yr vs 6.31%/yr for AOM. A 0.80 correlation means they provide meaningful diversification when combined. PDGIX charges 0.51%/yr vs 0.25%/yr for AOM.
Performance
PDGIX vs. AOM - Performance Comparison
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Returns By Period
In the year-to-date period, PDGIX achieves a 7.64% return, which is significantly higher than AOM's 4.75% return. Over the past 10 years, PDGIX has outperformed AOM with an annualized return of 13.06%, while AOM has yielded a comparatively lower 6.31% annualized return.
PDGIX
- 1D
- 1.34%
- 1M
- 2.48%
- YTD
- 7.64%
- 6M
- 7.36%
- 1Y
- 16.36%
- 3Y*
- 15.48%
- 5Y*
- 10.10%
- 10Y*
- 13.06%
AOM
- 1D
- 0.04%
- 1M
- 0.49%
- YTD
- 4.75%
- 6M
- 5.32%
- 1Y
- 12.80%
- 3Y*
- 10.66%
- 5Y*
- 4.66%
- 10Y*
- 6.31%
PDGIX vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | 7.64% | 14.91% | 13.63% | 13.82% | -10.08% | 26.19% | 14.06% | 31.90% | -0.93% | 18.98% |
AOM iShares Core Moderate Allocation ETF | 4.75% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 11.63% |
Correlation
The correlation between PDGIX and AOM is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.80 |
The correlation between PDGIX and AOM has been stable across timeframes, ranging from 0.76 to 0.80 - a consistent structural relationship.
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Return for Risk
PDGIX vs. AOM — Risk / Return Rank
PDGIX
AOM
PDGIX vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund (PDGIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PDGIX | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.52 | -0.21 |
| Martin ratioReturn relative to average drawdown | 9.42 | 10.84 | -1.42 |
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Drawdowns
PDGIX vs. AOM - Drawdown Comparison
The maximum PDGIX drawdown since its inception was -33.17%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for PDGIX and AOM.
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Drawdown Indicators
| PDGIX | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.17% | -19.96% | -13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.32% | -5.11% | -2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -14.12% | -6.85% | -7.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -19.96% | +0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -33.17% | -19.96% | -13.21% |
Current DrawdownCurrent decline from peak | -0.39% | -0.70% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -2.70% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.19% | +0.60% |
Volatility
PDGIX vs. AOM - Volatility Comparison
T. Rowe Price Dividend Growth Fund (PDGIX) and iShares Core Moderate Allocation ETF (AOM) have volatilities of 2.85% and 2.82%, 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.
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Volatility by Period
| PDGIX | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 2.82% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 5.63% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.94% | 6.90% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 8.19% | +5.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 7.96% | +7.92% |
PDGIX vs. AOM - Expense Ratio Comparison
PDGIX has a 0.51% expense ratio, which is higher than AOM's 0.25% expense ratio.
Dividends
PDGIX vs. AOM - Dividend Comparison
PDGIX's dividend yield for the trailing twelve months is around 7.66%, more than AOM's 2.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PDGIX T. Rowe Price Dividend Growth Fund | 7.66% | 8.16% | 4.80% | 2.90% | 3.99% | 2.09% | 1.15% | 2.44% | 3.81% | 1.89% | 3.20% | 0.00% |
Frequently Asked Questions
PDGIX and AOM have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PDGIX has higher volatility (2.85%) compared to AOM (2.82%). In terms of maximum drawdown, PDGIX dropped -33.17% vs AOM's -19.96%.
AOM currently has the higher Sharpe Ratio (1.87 vs 1.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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