AOA vs EXG
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceAOA has outperformed EXG, delivering a return of +8.6% compared to +7.4%
AOA vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOA vs EXG - Historical Returns
Returns include dividend reinvestment.
AOA vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AOA | EXG |
|---|---|---|
| 2026 | +6.77% | +1.93% |
| 2025 | +19.99% | +27.44% |
| 2024 | +14.32% | +16.79% |
| 2023 | +18.04% | +11.76% |
| 2022 | -16.54% | -22.10% |
| 2021 | +15.99% | +34.13% |
| 2020 | +11.88% | +9.21% |
| 2019 | +22.58% | +25.03% |
| 2018 | -8.43% | -13.16% |
| 2017 | +19.48% | +29.44% |
| 2016 | +9.03% | +3.19% |
| 2015 | -0.97% | +2.91% |
| 2014 | +7.12% | +4.69% |
| 2013 | +20.51% | +22.32% |
| 2012 | +13.52% | +17.95% |
| 2011 | -2.65% | -12.98% |
| 2010 | +14.90% | -3.10% |
| 2009 | +23.86% | +42.60% |
| 2008 | -2.55% | -31.74% |
| 2007 | N/A | -10.83% |
AOA vs EXG Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current AOA drawdown is -2.83%. The current EXG drawdown is -2.51%.
| Rank | AOA | EXG |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between AOA and EXG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
AOA vs EXG dividend yield comparison.
| Year | AOA | EXG |
|---|---|---|
| 2026 | 0.29% | 3.52% |
| 2025 | 2.18% | 8.27% |
| 2024 | 2.30% | 9.27% |
| 2023 | 2.22% | 8.60% |
| 2022 | 2.10% | 10.59% |
| 2021 | 1.67% | 7.27% |
| 2020 | 1.71% | 8.43% |
| 2019 | 2.50% | 8.42% |
| 2018 | 2.37% | 12.23% |
| 2017 | 5.09% | 9.84% |
| 2016 | 2.26% | 12.16% |
| 2015 | 2.15% | 11.02% |
| 2014 | 2.18% | 10.28% |
| 2013 | 1.84% | 9.76% |
| 2012 | 2.18% | 11.54% |
| 2011 | 2.21% | 13.78% |
| 2010 | 1.63% | 14.53% |
| 2009 | 2.04% | 15.41% |
| 2008 | 0.71% | 19.29% |
| 2007 | 0.00% | 8.63% |
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