AOA vs ACWV
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF).
5-Year PerformanceAOA has outperformed ACWV, delivering a return of +8.9% compared to +5.5%
AOA vs ACWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOA vs ACWV - Holdings Comparison
AOA and ACWV have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.78%. ACWV's top 25 holdings weight is 22.90%.
| Rank | AOA | ACWV |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.56% | CISCO SYSTEMS INC (CSCO) - 1.57% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.38% | JOHNSON & JOHNSON (JNJ) - 1.39% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.02% | n/a (n/a) - 1.24% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.25% | MICROSOFT CORP (MSFT) - 1.23% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.86% | MOTOROLA SOLUTIONS INC (MSI) - 1.18% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.51% | DUKE ENERGY CORP (DUK) - 1.18% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20% | SOUTHERN CO (SO) - 1.04% |
| #8 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.02% |
| #9 | N/A | CENCORA INC (COR) - 0.99% |
| #10 | N/A | KDDI CORP (n/a) - 0.99% |
| #11 | N/A | WASTE MANAGEMENT INC (WM) - 0.98% |
| #12 | N/A | EXXON MOBIL CORP (XOM) - 0.91% |
| #13 | N/A | MCDONALD'S CORP (MCD) - 0.89% |
| #14 | N/A | CHUBB LTD (CB) - 0.89% |
| #15 | N/A | PEPSICO INC (PEP) - 0.87% |
| #16 | N/A | AT&T INC (T) - 0.85% |
| #17 | N/A | NOVARTIS AG REGISTERED SHARES (n/a) - 0.84% |
| #18 | N/A | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #19 | N/A | REPUBLIC SERVICES INC (RSG) - 0.81% |
| #20 | N/A | ORANGE SA (n/a) - 0.79% |
| #21 | N/A | ELEVANCE HEALTH INC (ELV) - 0.49% |
| #22 | N/A | SK HYNIX INC (n/a) - 0.49% |
| #23 | N/A | VERTEX PHARMACEUTICALS INC (VRTX) - 0.48% |
| #24 | N/A | MERCK & CO INC (MRK) - 0.48% |
| #25 | N/A | YUM BRANDS INC (YUM) - 0.46% |
| Total Holdings | 7 | 420 |
AOA vs ACWV - Historical Returns
Returns include dividend reinvestment.
AOA vs ACWV - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | ACWV |
|---|---|---|
| 2026 | +8.30% | +2.94% |
| 2025 | +19.99% | +11.32% |
| 2024 | +14.32% | +11.25% |
| 2023 | +18.04% | +7.77% |
| 2022 | -16.54% | -9.99% |
| 2021 | +15.99% | +14.56% |
| 2020 | +11.88% | +2.75% |
| 2019 | +22.58% | +21.70% |
| 2018 | -8.43% | -1.61% |
| 2017 | +19.48% | +18.27% |
| 2016 | +9.03% | +8.98% |
| 2015 | -0.97% | +3.19% |
| 2014 | +7.12% | +12.02% |
| 2013 | +20.51% | +15.87% |
| 2012 | +13.52% | +9.50% |
| 2011 | -2.65% | -0.92% |
| 2010 | +14.90% | N/A |
| 2009 | +23.86% | N/A |
| 2008 | -2.55% | N/A |
AOA vs ACWV Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current AOA drawdown is -1.44%. The current ACWV drawdown is -2.42%.
| Rank | AOA | ACWV |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -28.82% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -18.13% Dec 31, 2021 - Feb 22, 2024 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -11.15% Apr 28, 2015 - Mar 17, 2016 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -10.06% Sep 21, 2018 - Feb 19, 2019 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -9.24% May 15, 2013 - Oct 18, 2013 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -8.40% Jan 26, 2018 - Sep 13, 2018 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -7.91% Aug 11, 2016 - Mar 15, 2017 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -7.80% Oct 27, 2011 - Jan 23, 2012 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -7.56% Apr 2, 2025 - Apr 30, 2025 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -6.37% Feb 27, 2026 - Mar 27, 2026 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -6.18% Nov 15, 2013 - Mar 6, 2014 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -5.78% Apr 2, 2012 - Jun 19, 2012 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -5.72% Nov 29, 2024 - Feb 13, 2025 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -5.30% Sep 3, 2021 - Dec 16, 2021 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -4.85% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between AOA and ACWV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
AOA vs ACWV dividend yield comparison.
| Year | AOA | ACWV |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 2.18% | 2.09% |
| 2024 | 2.30% | 2.33% |
| 2023 | 2.22% | 2.41% |
| 2022 | 2.10% | 2.18% |
| 2021 | 1.67% | 1.92% |
| 2020 | 1.71% | 1.77% |
| 2019 | 2.50% | 2.54% |
| 2018 | 2.37% | 2.32% |
| 2017 | 5.09% | 2.04% |
| 2016 | 2.26% | 2.56% |
| 2015 | 2.15% | 2.28% |
| 2014 | 2.18% | 2.22% |
| 2013 | 1.84% | 2.47% |
| 2012 | 2.18% | 1.94% |
| 2011 | 2.21% | 0.51% |
| 2010 | 1.63% | 0.00% |
| 2009 | 2.04% | 0.00% |
| 2008 | 0.71% | 0.00% |
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