AOA vs ADX

Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed AOA, delivering a return of +16.6% compared to +9.0%

AOA vs ADX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOA(ETF)	ADX(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.15%	N/A
Max Drawdown	28.38%	85.05%
Sharpe Ratio	2.02	2.11
5Y Beta	0.71	0.90
5Y Dividends CAGR	15.17%	16.20%

Net Assets

AOA

$2.80B

Winner

ADX

$2.90B

Expense Ratio

AOA

0.15%

ADX

N/A

Max Drawdown

Winner

AOA

28.38%

ADX

85.05%

Sharpe Ratio

AOA

2.02

Winner

ADX

2.11

5Y Beta

Winner

AOA

0.71

ADX

0.90

5Y Dividends CAGR

AOA

15.17%

Winner

ADX

16.20%

AOA vs ADX - Historical Returns

Returns include dividend reinvestment.

Period	AOA	ADX
1 month	+5.74%	+7.63%
3 months	+4.21%	+7.63%
6 months	+10.82%	+14.28%
1 year	+27.55%	+37.29%
5 years(CAGR)	+8.97%	+16.61%
10 years(CAGR)	+10.63%	+18.04%
Max(CAGR)	+10.53%	+7.34%

AOA

+5.74%

Winner

ADX

+7.63%

AOA

+4.21%

Winner

ADX

+7.63%

AOA

+10.82%

Winner

ADX

+14.28%

AOA

+27.55%

Winner

ADX

+37.29%

5Y(CAGR)

AOA

+8.97%

Winner

ADX

+16.61%

10Y(CAGR)

AOA

+10.63%

Winner

ADX

+18.04%

Max(CAGR)

Winner

AOA

+10.53%

ADX

+7.34%

AOA vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AOA	ADX
2026	+7.76%	+9.80%
2025	+19.99%	+25.68%
2024	+14.32%	+30.30%
2023	+18.04%	+31.71%
2022	-16.54%	-20.45%
2021	+15.99%	+31.72%
2020	+11.88%	+16.75%
2019	+22.58%	+36.30%
2018	-8.43%	-4.03%
2017	+19.48%	+28.84%
2016	+9.03%	+8.21%
2015	-0.97%	+0.50%
2014	+7.12%	+14.96%
2013	+20.51%	+28.61%
2012	+13.52%	+15.17%
2011	-2.65%	-5.54%
2010	+14.90%	+10.00%
2009	+23.86%	+27.29%
2008	-2.55%	-37.00%
2007	N/A	+10.35%
2006	N/A	+16.29%
2005	N/A	+2.53%
2004	N/A	+13.61%
2003	N/A	+22.25%
2002	N/A	-20.77%
2001	N/A	-22.59%
2000	N/A	-32.31%
1999	N/A	+11.64%

AOA vs ADX Drawdown Comparison

The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.

Rank	AOA	ADX
#1	-28.38% Feb 12, 2020 - Aug 24, 2020	-71.51% Sep 5, 2000 - Dec 13, 2016
#2	-24.37% Nov 11, 2008 - May 6, 2009	-37.17% Feb 19, 2020 - Aug 25, 2020
#3	-23.62% Jan 4, 2022 - Feb 7, 2024	-36.67% Feb 8, 2000 - Mar 3, 2000
#4	-20.16% Apr 29, 2011 - Mar 13, 2012	-34.19% Jan 19, 2000 - Feb 8, 2000
#5	-16.11% Jan 26, 2018 - Jul 2, 2019	-33.68% Mar 23, 2000 - Mar 28, 2000
#6	-15.03% May 21, 2015 - Aug 11, 2016	-25.07% Dec 29, 2021 - Nov 22, 2023
#7	-13.98% Apr 14, 2010 - Oct 13, 2010	-18.73% Sep 27, 2018 - Apr 4, 2019
#8	-12.94% Feb 18, 2025 - May 15, 2025	-18.29% Feb 18, 2025 - May 29, 2025
#9	-9.16% Apr 2, 2012 - Sep 6, 2012	-10.16% Feb 2, 2026 - Apr 9, 2026
#10	-8.35% Jan 14, 2010 - Mar 9, 2010	-10.01% Mar 31, 2000 - Jul 7, 2000
#11	-8.20% Feb 25, 2026 - Apr 17, 2026	-9.85% Jan 26, 2018 - Jul 24, 2018
#12	-7.36% Sep 5, 2014 - Nov 24, 2014	-9.59% Sep 2, 2020 - Nov 13, 2020
#13	-6.88% Jun 2, 2009 - Jul 20, 2009	-9.25% Jul 16, 2024 - Nov 6, 2024
#14	-6.58% May 21, 2013 - Jul 22, 2013	-7.76% Nov 17, 1999 - Dec 27, 1999
#15	-6.25% Sep 2, 2020 - Nov 9, 2020	-5.90% Sep 3, 2021 - Oct 25, 2021

Correlation

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

0.98

-101

Dividend Comparison (2000 - 2026)

AOA vs ADX dividend yield comparison.

Year	AOA	ADX
2026	0.29%	3.87%
2025	2.18%	7.93%
2024	2.30%	12.38%
2023	2.22%	7.34%
2022	2.10%	7.36%
2021	1.67%	15.35%
2020	1.71%	6.54%
2019	2.50%	9.00%
2018	2.37%	15.85%
2017	5.09%	9.18%
2016	2.26%	7.79%
2015	2.15%	7.17%
2014	2.18%	8.48%
2013	1.84%	6.35%
2012	2.18%	6.23%
2011	2.21%	6.33%
2010	1.63%	4.56%
2009	2.04%	4.46%
2008	0.71%	7.85%
2007	0.00%	7.29%
2006	0.00%	6.49%
2005	0.00%	6.22%
2004	0.00%	6.78%
2003	0.00%	6.29%
2002	0.00%	6.91%
2001	0.00%	11.32%
2000	0.00%	8.70%