AOM vs VTWG

Comparison between ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).

5-Year PerformanceVTWG has outperformed AOM, delivering a return of +5.7% compared to +4.4%

AOM vs VTWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOM(ETF)	VTWG(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.15%	0.06%
Max Drawdown	21.59%	42.40%
Sharpe Ratio	0.78	0.97
5Y Beta	0.40	1.23
P/E Ratio	N/A	156.76
Forward P/E	N/A	19.83
5Y Dividends CAGR	13.95%	16.11%
Debt to Equity	N/A	27.29%
P/S Ratio	N/A	2.43
P/B Ratio	N/A	4.65

Net Assets

AOM

$1.80B

VTWG

$1.80B

Expense Ratio

AOM

0.15%

Winner

VTWG

0.06%

Max Drawdown

Winner

AOM

21.59%

VTWG

42.40%

Sharpe Ratio

AOM

0.78

Winner

VTWG

0.97

5Y Beta

Winner

AOM

0.40

VTWG

1.23

P/E Ratio

AOM

N/A

VTWG

156.76

Forward P/E

AOM

N/A

VTWG

19.83

5Y Dividends CAGR

AOM

13.95%

Winner

VTWG

16.11%

Debt to Equity

AOM

N/A

VTWG

27.29%

P/S Ratio

AOM

N/A

VTWG

2.43

P/B Ratio

AOM

N/A

VTWG

4.65

AOM vs VTWG - Historical Returns

Returns include dividend reinvestment.

Period	AOM	VTWG
1 month	-0.52%	-3.87%
3 months	+1.03%	+4.74%
6 months	+2.11%	+8.27%
1 year	+9.86%	+28.03%
5 years(CAGR)	+4.43%	+5.67%
10 years(CAGR)	+5.92%	+10.74%
Max(CAGR)	+6.64%	+11.77%

Winner

AOM

-0.52%

VTWG

-3.87%

AOM

+1.03%

Winner

VTWG

+4.74%

AOM

+2.11%

Winner

VTWG

+8.27%

AOM

+9.86%

Winner

VTWG

+28.03%

5Y(CAGR)

AOM

+4.43%

Winner

VTWG

+5.67%

10Y(CAGR)

AOM

+5.92%

Winner

VTWG

+10.74%

Max(CAGR)

AOM

+6.64%

Winner

VTWG

+11.77%

AOM vs VTWG - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOM	VTWG
2026	+3.82%	+14.53%
2025	+13.40%	+12.58%
2024	+8.57%	+16.28%
2023	+11.84%	+19.64%
2022	-14.50%	-27.33%
2021	+7.13%	+4.39%
2020	+9.61%	+34.55%
2019	+15.48%	+28.92%
2018	-4.21%	-10.03%
2017	+11.47%	+21.89%
2016	+6.20%	+14.43%
2015	-1.18%	+0.17%
2014	+5.12%	+7.43%
2013	+8.94%	+39.98%
2012	+7.99%	+13.18%
2011	+1.82%	-4.95%
2010	+7.03%	+21.68%
2009	+12.74%	N/A
2008	+7.29%	N/A

AOM vs VTWG Drawdown Comparison

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.

The current AOM drawdown is -1.33%. The current VTWG drawdown is -5.16%.

Rank	AOM	VTWG
#1	-19.96% Nov 5, 2021 - Jun 18, 2024	-42.07% Feb 9, 2021 - Oct 6, 2025
#2	-16.90% Feb 14, 2020 - Jul 15, 2020	-40.36% Feb 19, 2020 - Aug 7, 2020
#3	-15.69% Jan 5, 2009 - Jul 23, 2009	-29.43% Apr 29, 2011 - Sep 14, 2012
#4	-10.27% Nov 24, 2008 - Dec 8, 2008	-28.77% Jun 23, 2015 - Dec 8, 2016
#5	-8.42% Nov 19, 2008 - Nov 24, 2008	-28.53% Aug 31, 2018 - Jan 14, 2020
#6	-8.06% Jan 26, 2018 - Mar 29, 2019	-14.88% Jan 22, 2026 - Apr 17, 2026
#7	-7.85% Apr 27, 2015 - Jun 8, 2016	-14.50% Mar 4, 2014 - Dec 24, 2014
#8	-7.34% Jul 22, 2011 - Jan 27, 2012	-11.04% Sep 14, 2012 - Jan 2, 2013
#9	-6.54% Feb 14, 2025 - May 13, 2025	-10.08% Oct 15, 2025 - Dec 10, 2025
#10	-5.81% Apr 15, 2010 - Sep 20, 2010	-8.87% Jan 26, 2018 - Mar 9, 2018
#11	-5.27% May 21, 2013 - Sep 18, 2013	-7.87% Sep 2, 2020 - Oct 7, 2020
#12	-5.11% Feb 25, 2026 - Apr 17, 2026	-7.69% Jan 22, 2014 - Feb 24, 2014
#13	-4.29% Jan 14, 2010 - Mar 16, 2010	-7.51% Oct 12, 2020 - Nov 5, 2020
#14	-4.27% Apr 2, 2012 - Aug 6, 2012	-7.28% Mar 12, 2018 - May 16, 2018
#15	-4.07% Dec 10, 2008 - Dec 30, 2008	-6.12% Jul 25, 2017 - Sep 18, 2017

Correlation

Correlation between AOM and VTWG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

AOM vs VTWG dividend yield comparison.

Year	AOM	VTWG
2026	1.47%	0.27%
2025	2.98%	0.64%
2024	3.10%	0.55%
2023	2.79%	0.79%
2022	2.27%	0.71%
2021	1.56%	0.54%
2020	2.02%	0.48%
2019	2.66%	0.72%
2018	2.53%	0.72%
2017	3.31%	0.64%
2016	2.14%	0.96%
2015	1.98%	0.72%
2014	2.08%	0.62%
2013	1.87%	0.56%
2012	2.11%	0.81%
2011	2.33%	0.30%
2010	1.72%	0.27%
2009	2.01%	0.00%
2008	0.58%	0.00%