IVOG vs AOM

Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceIVOG has outperformed AOM, delivering a return of +7.6% compared to +4.8%

IVOG vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOG(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.10%	0.15%
Max Drawdown	39.32%	21.59%
Sharpe Ratio	1.51	1.79
5Y Beta	1.07	0.39
P/E Ratio	30.16	N/A
Forward P/E	20.22	N/A
5Y Dividends CAGR	20.28%	14.67%
5Y EPS CAGR	18.27%	N/A
Debt to Equity	53.49%	N/A
P/S Ratio	3.11	N/A
P/B Ratio	4.48	N/A

Net Assets

IVOG

$1.60B

Winner

AOM

$1.70B

Expense Ratio

Winner

IVOG

0.10%

AOM

0.15%

Max Drawdown

IVOG

39.32%

Winner

AOM

21.59%

Sharpe Ratio

IVOG

1.51

Winner

AOM

1.79

5Y Beta

IVOG

1.07

Winner

AOM

0.39

P/E Ratio

IVOG

30.16

AOM

N/A

Forward P/E

IVOG

20.22

AOM

N/A

5Y Dividends CAGR

Winner

IVOG

20.28%

AOM

14.67%

5Y EPS CAGR

IVOG

18.27%

AOM

N/A

Debt to Equity

IVOG

53.49%

AOM

N/A

P/S Ratio

IVOG

3.11

AOM

N/A

P/B Ratio

IVOG

4.48

AOM

N/A

IVOG vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	IVOG	AOM
1 month	+6.44%	+3.04%
3 months	+6.82%	+2.10%
6 months	+17.90%	+5.81%
1 year	+31.31%	+16.29%
5 years(CAGR)	+7.60%	+4.77%
10 years(CAGR)	+11.66%	+6.32%
Max(CAGR)	+12.50%	+6.75%

Winner

IVOG

+6.44%

AOM

+3.04%

Winner

IVOG

+6.82%

AOM

+2.10%

Winner

IVOG

+17.90%

AOM

+5.81%

Winner

IVOG

+31.31%

AOM

+16.29%

5Y(CAGR)

Winner

IVOG

+7.60%

AOM

+4.77%

10Y(CAGR)

Winner

IVOG

+11.66%

AOM

+6.32%

Max(CAGR)

Winner

IVOG

+12.50%

AOM

+6.75%

IVOG vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IVOG	AOM
2026	+14.69%	+4.21%
2025	+7.11%	+13.40%
2024	+16.46%	+8.57%
2023	+18.27%	+11.84%
2022	-18.88%	-14.50%
2021	+20.53%	+7.13%
2020	+22.12%	+9.61%
2019	+27.38%	+15.48%
2018	-11.40%	-4.21%
2017	+19.41%	+11.47%
2016	+16.53%	+6.20%
2015	+1.88%	-1.18%
2014	+8.55%	+5.12%
2013	+29.01%	+8.94%
2012	+16.10%	+7.99%
2011	-2.34%	+1.82%
2010	+21.95%	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

IVOG vs AOM Drawdown Comparison

The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

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

The current IVOG drawdown is -0.88%.

Rank	IVOG	AOM
#1	-39.32% Feb 20, 2020 - Aug 12, 2020	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-29.32% Nov 16, 2021 - Feb 29, 2024	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-25.89% Jul 7, 2011 - Sep 13, 2012	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-25.61% Nov 25, 2024 - Dec 10, 2025	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-23.78% Sep 14, 2018 - Nov 27, 2019	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-18.22% Aug 17, 2015 - Jul 8, 2016	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-11.00% Jul 1, 2014 - Nov 12, 2014	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-9.73% Jan 26, 2018 - Jun 6, 2018	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-9.69% Mar 2, 2026 - Apr 17, 2026	-6.54% Feb 14, 2025 - May 13, 2025
#10	-9.31% Jul 16, 2024 - Oct 14, 2024	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-8.40% Apr 29, 2011 - Jul 7, 2011	-5.27% May 21, 2013 - Sep 18, 2013
#12	-8.23% Sep 2, 2020 - Oct 7, 2020	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-8.17% May 21, 2013 - Jul 18, 2013	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-8.02% Feb 12, 2021 - Mar 15, 2021	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-7.86% Sep 7, 2016 - Nov 22, 2016	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between IVOG and AOM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2008 - 2026)

IVOG vs AOM dividend yield comparison.

Year	IVOG	AOM
2026	0.00%	0.63%
2025	0.64%	2.98%
2024	0.79%	3.10%
2023	1.15%	2.79%
2022	1.05%	2.27%
2021	0.47%	1.56%
2020	0.74%	2.02%
2019	1.17%	2.66%
2018	1.01%	2.53%
2017	0.93%	3.31%
2016	1.11%	2.14%
2015	1.04%	1.98%
2014	0.81%	2.08%
2013	0.66%	1.87%
2012	0.70%	2.11%
2011	0.55%	2.33%
2010	0.33%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%