ACWV vs AOA
Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed ACWV, delivering a return of +8.9% compared to +5.5%
ACWV vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACWV
$3.20B
AOA
$3.20B
Expense Ratio
ACWV
0.20%
Winner
AOA
0.15%
Max Drawdown
ACWV
28.82%
Winner
AOA
28.38%
Sharpe Ratio
ACWV
0.31
Winner
AOA
1.24
5Y Beta
Winner
ACWV
0.36
AOA
0.72
P/E Ratio
ACWV
20.28
AOA
N/A
Forward P/E
ACWV
16.92
AOA
N/A
PEG Ratio
ACWV
0.21
AOA
N/A
5Y Dividends CAGR
ACWV
5.90%
Winner
AOA
13.36%
5Y EPS CAGR
ACWV
15.92%
AOA
N/A
Debt to Equity
ACWV
23.56%
AOA
N/A
P/S Ratio
ACWV
1.55
AOA
N/A
P/B Ratio
ACWV
3.54
AOA
N/A
ACWV vs AOA - Holdings Comparison
ACWV and AOA have 0 common holdings. Overlap is 0.00%
ACWV's top 25 holdings weight is 24.90%. AOA's top 25 holdings weight is 99.92%.
| Rank | ACWV | AOA |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 1.60% | ISHARES CORE S&P 500 ETF (IVV) - 45.84% |
| #2 | CISCO SYSTEMS INC (CSCO) - 1.53% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.46% |
| #3 | n/a (n/a) - 1.24% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.17% |
| #4 | DUKE ENERGY CORP (DUK) - 1.23% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.72% |
| #5 | MOTOROLA SOLUTIONS INC (MSI) - 1.19% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | CENCORA INC (COR) - 1.13% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.57% |
| #7 | SOUTHERN CO (SO) - 1.12% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.27% |
| #8 | WASTE MANAGEMENT INC (WM) - 1.08% | N/A |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% | N/A |
| #10 | MICROSOFT CORP (MSFT) - 1.03% | N/A |
| #11 | KDDI CORP (n/a) - 1.01% | N/A |
| #12 | CHUBB LTD (CB) - 1.01% | N/A |
| #13 | REPUBLIC SERVICES INC (RSG) - 0.90% | N/A |
| #14 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.88% | N/A |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.87% | N/A |
| #16 | MCDONALD'S CORP (MCD) - 0.87% | N/A |
| #17 | PEPSICO INC (PEP) - 0.85% | N/A |
| #18 | MCKESSON CORP (MCK) - 0.85% | N/A |
| #19 | CONSOLIDATED EDISON INC (ED) - 0.82% | N/A |
| #20 | PROCTER & GAMBLE CO (PG) - 0.80% | N/A |
| #21 | COCA-COLA CO (KO) - 0.79% | N/A |
| #22 | T-MOBILE US INC (TMUS) - 0.78% | N/A |
| #23 | SOFTBANK CORP (n/a) - 0.76% | N/A |
| #24 | WEC ENERGY GROUP INC (WEC) - 0.75% | N/A |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.74% | N/A |
| Total Holdings | 414 | 7 |
ACWV vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ACWV
+2.16%
AOA
-0.72%
3M
ACWV
+1.77%
Winner
AOA
+4.21%
6M
ACWV
+2.81%
Winner
AOA
+7.24%
1Y
ACWV
+5.83%
Winner
AOA
+18.30%
5Y(CAGR)
ACWV
+5.48%
Winner
AOA
+8.90%
10Y(CAGR)
ACWV
+7.00%
Winner
AOA
+10.26%
Max(CAGR)
ACWV
+8.32%
Winner
AOA
+10.45%
ACWV vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | ACWV | AOA |
|---|---|---|
| 2026 | +3.55% | +8.49% |
| 2025 | +11.32% | +19.99% |
| 2024 | +11.25% | +14.32% |
| 2023 | +7.77% | +18.04% |
| 2022 | -9.99% | -16.54% |
| 2021 | +14.56% | +15.99% |
| 2020 | +2.75% | +11.88% |
| 2019 | +21.70% | +22.58% |
| 2018 | -1.61% | -8.43% |
| 2017 | +18.27% | +19.48% |
| 2016 | +8.98% | +9.03% |
| 2015 | +3.19% | -0.97% |
| 2014 | +12.02% | +7.12% |
| 2013 | +15.87% | +20.51% |
| 2012 | +9.50% | +13.52% |
| 2011 | -0.92% | -2.65% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +23.86% |
| 2008 | N/A | -2.55% |
ACWV vs AOA Drawdown Comparison
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current ACWV drawdown is -1.85%. The current AOA drawdown is -1.26%.
| Rank | ACWV | AOA |
|---|---|---|
| #1 | -28.82% Feb 14, 2020 - Jan 8, 2021 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -18.13% Dec 31, 2021 - Feb 22, 2024 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -11.15% Apr 28, 2015 - Mar 17, 2016 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -10.06% Sep 21, 2018 - Feb 19, 2019 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -9.24% May 15, 2013 - Oct 18, 2013 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -8.40% Jan 26, 2018 - Sep 13, 2018 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -7.91% Aug 11, 2016 - Mar 15, 2017 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -7.80% Oct 27, 2011 - Jan 23, 2012 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -7.56% Apr 2, 2025 - Apr 30, 2025 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -6.37% Feb 27, 2026 - Mar 27, 2026 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -6.18% Nov 15, 2013 - Mar 6, 2014 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -5.78% Apr 2, 2012 - Jun 19, 2012 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -5.72% Nov 29, 2024 - Feb 13, 2025 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -5.30% Sep 3, 2021 - Dec 16, 2021 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -4.85% Sep 5, 2014 - Oct 30, 2014 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between ACWV and AOA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
ACWV vs AOA dividend yield comparison.
| Year | ACWV | AOA |
|---|---|---|
| 2026 | 0.88% | 0.99% |
| 2025 | 2.09% | 2.18% |
| 2024 | 2.33% | 2.30% |
| 2023 | 2.41% | 2.22% |
| 2022 | 2.18% | 2.10% |
| 2021 | 1.92% | 1.67% |
| 2020 | 1.77% | 1.71% |
| 2019 | 2.54% | 2.50% |
| 2018 | 2.32% | 2.37% |
| 2017 | 2.04% | 5.09% |
| 2016 | 2.56% | 2.26% |
| 2015 | 2.28% | 2.15% |
| 2014 | 2.22% | 2.18% |
| 2013 | 2.47% | 1.84% |
| 2012 | 1.94% | 2.18% |
| 2011 | 0.51% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 2.04% |
| 2008 | 0.00% | 0.71% |
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