VTWG vs AOM

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

5-Year PerformanceVTWG has outperformed AOM, delivering a return of +6.0% compared to +5.0%

VTWG vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTWG(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.06%	0.15%
Max Drawdown	42.40%	21.59%
Sharpe Ratio	1.60	1.78
5Y Beta	1.21	0.39
P/E Ratio	86.13	N/A
Forward P/E	18.03	N/A
5Y Dividends CAGR	12.75%	14.67%
P/S Ratio	2.07	N/A
P/B Ratio	4.13	N/A

Net Assets

VTWG

$1.60B

Winner

AOM

$1.70B

Expense Ratio

Winner

VTWG

0.06%

AOM

0.15%

Max Drawdown

VTWG

42.40%

Winner

AOM

21.59%

Sharpe Ratio

VTWG

1.60

Winner

AOM

1.78

5Y Beta

VTWG

1.21

Winner

AOM

0.39

P/E Ratio

VTWG

86.13

AOM

N/A

Forward P/E

VTWG

18.03

AOM

N/A

5Y Dividends CAGR

VTWG

12.75%

Winner

AOM

14.67%

P/S Ratio

VTWG

2.07

AOM

N/A

P/B Ratio

VTWG

4.13

AOM

N/A

VTWG vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	VTWG	AOM
1 month	+12.33%	+2.89%
3 months	+10.00%	+2.04%
6 months	+15.43%	+4.85%
1 year	+38.16%	+15.20%
5 years(CAGR)	+6.04%	+4.96%
10 years(CAGR)	+11.80%	+6.27%
Max(CAGR)	+11.90%	+6.74%

Winner

VTWG

+12.33%

AOM

+2.89%

Winner

VTWG

+10.00%

AOM

+2.04%

Winner

VTWG

+15.43%

AOM

+4.85%

Winner

VTWG

+38.16%

AOM

+15.20%

5Y(CAGR)

Winner

VTWG

+6.04%

AOM

+4.96%

10Y(CAGR)

Winner

VTWG

+11.80%

AOM

+6.27%

Max(CAGR)

Winner

VTWG

+11.90%

AOM

+6.74%

VTWG vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	VTWG	AOM
2026	+14.02%	+4.11%
2025	+12.58%	+13.40%
2024	+16.28%	+8.57%
2023	+19.64%	+11.84%
2022	-27.33%	-14.50%
2021	+4.39%	+7.13%
2020	+34.55%	+9.61%
2019	+28.92%	+15.48%
2018	-10.03%	-4.21%
2017	+21.89%	+11.47%
2016	+14.43%	+6.20%
2015	+0.17%	-1.18%
2014	+7.43%	+5.12%
2013	+39.98%	+8.94%
2012	+13.18%	+7.99%
2011	-4.95%	+1.82%
2010	+21.68%	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

VTWG vs AOM Drawdown Comparison

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

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

The current VTWG drawdown is -0.41%. The current AOM drawdown is -0.10%.

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

Correlation

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

0.98

-101

Dividend Comparison (2008 - 2026)

VTWG vs AOM dividend yield comparison.

Year	VTWG	AOM
2026	0.12%	0.63%
2025	0.64%	2.98%
2024	0.55%	3.10%
2023	0.79%	2.79%
2022	0.71%	2.27%
2021	0.54%	1.56%
2020	0.48%	2.02%
2019	0.72%	2.66%
2018	0.72%	2.53%
2017	0.64%	3.31%
2016	0.96%	2.14%
2015	0.72%	1.98%
2014	0.62%	2.08%
2013	0.56%	1.87%
2012	0.81%	2.11%
2011	0.30%	2.33%
2010	0.27%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%