AOA vs FHLC
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF).
5-Year PerformanceAOA has outperformed FHLC, delivering a return of +9.2% compared to +5.4%
AOA vs FHLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3.20B
FHLC
$3.20B
Expense Ratio
AOA
0.15%
Winner
FHLC
0.08%
Max Drawdown
Winner
AOA
28.38%
FHLC
29.21%
Sharpe Ratio
AOA
1.39
Winner
FHLC
1.65
5Y Beta
AOA
0.72
Winner
FHLC
0.48
P/E Ratio
AOA
N/A
FHLC
37.59
Forward P/E
AOA
N/A
FHLC
19.73
5Y Dividends CAGR
Winner
AOA
13.36%
FHLC
5.72%
5Y EPS CAGR
AOA
N/A
FHLC
12.74%
Debt to Equity
AOA
N/A
FHLC
79.01%
P/S Ratio
AOA
N/A
FHLC
1.95
P/B Ratio
AOA
N/A
FHLC
5.15
AOA vs FHLC - Holdings Comparison
AOA and FHLC have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.90%. FHLC's top 25 holdings weight is 69.28%.
| Rank | AOA | FHLC |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.77% | ELI LILLY AND CO (LLY) - 13.77% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% | JOHNSON & JOHNSON (JNJ) - 8.80% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% | ABBVIE INC (ABBV) - 6.61% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% | UNITEDHEALTH GROUP INC (UNH) - 5.78% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% | MERCK & CO INC (MRK) - 4.55% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% | AMGEN INC (AMGN) - 2.88% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.84% |
| #8 | N/A | ABBOTT LABORATORIES (ABT) - 2.53% |
| #9 | N/A | GILEAD SCIENCES INC (GILD) - 2.36% |
| #10 | N/A | PFIZER INC (PFE) - 2.07% |
| #11 | N/A | CVS HEALTH CORP (CVS) - 2.05% |
| #12 | N/A | INTUITIVE SURGICAL INC (ISRG) - 1.81% |
| #13 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 1.81% |
| #14 | N/A | VERTEX PHARMACEUTICALS INC (VRTX) - 1.79% |
| #15 | N/A | DANAHER CORP (DHR) - 1.66% |
| #16 | N/A | STRYKER CORP (SYK) - 1.58% |
| #17 | N/A | MEDTRONIC PLC (MDT) - 1.54% |
| #18 | N/A | MCKESSON CORP (MCK) - 1.48% |
| #19 | N/A | ELEVANCE HEALTH INC (ELV) - 1.26% |
| #20 | N/A | THE CIGNA GROUP (CI) - 1.12% |
| #21 | N/A | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 0.21% |
| #22 | N/A | XAV HEALTH CARE SEP26 XCME 20260918 (n/a) - 0.20% |
| #23 | N/A | THE COOPER COMPANIES INC (COO) - 0.20% |
| #24 | N/A | EXELIXIS INC (EXEL) - 0.19% |
| #25 | N/A | ELANCO ANIMAL HEALTH INC (ELAN) - 0.19% |
| Total Holdings | 7 | 298 |
AOA vs FHLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOA
+2.63%
FHLC
+0.65%
3M
AOA
+4.32%
Winner
FHLC
+15.63%
6M
Winner
AOA
+8.50%
FHLC
+8.03%
1Y
AOA
+20.86%
Winner
FHLC
+32.95%
5Y(CAGR)
Winner
AOA
+9.23%
FHLC
+5.41%
10Y(CAGR)
Winner
AOA
+10.43%
FHLC
+10.13%
Max(CAGR)
AOA
+10.59%
Winner
FHLC
+11.10%
AOA vs FHLC - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | FHLC |
|---|---|---|
| 2026 | +11.49% | +8.95% |
| 2025 | +19.99% | +15.26% |
| 2024 | +14.32% | +0.95% |
| 2023 | +18.04% | +2.95% |
| 2022 | -16.54% | -4.85% |
| 2021 | +15.99% | +21.15% |
| 2020 | +11.88% | +18.06% |
| 2019 | +22.58% | +23.48% |
| 2018 | -8.43% | +3.45% |
| 2017 | +19.48% | +21.82% |
| 2016 | +9.03% | -1.38% |
| 2015 | -0.97% | +6.81% |
| 2014 | +7.12% | +25.83% |
| 2013 | +20.51% | +5.79% |
| 2012 | +13.52% | N/A |
| 2011 | -2.65% | N/A |
| 2010 | +14.90% | N/A |
| 2009 | +23.86% | N/A |
| 2008 | -2.55% | N/A |
AOA vs FHLC Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The current FHLC drawdown is -0.41%.
| Rank | AOA | FHLC |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -28.74% Feb 19, 2020 - May 29, 2020 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -20.41% Jul 20, 2015 - Jun 1, 2017 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -17.73% Dec 30, 2021 - Feb 5, 2024 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -17.02% Oct 1, 2018 - Nov 15, 2019 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -16.87% Sep 16, 2024 - Nov 12, 2025 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -12.08% Jan 26, 2018 - Aug 2, 2018 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -10.38% Jan 7, 2026 - Jun 26, 2026 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -8.26% Mar 4, 2014 - Jun 20, 2014 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -7.98% Sep 2, 2021 - Dec 23, 2021 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -7.87% Feb 12, 2021 - Apr 15, 2021 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -7.17% Sep 24, 2014 - Oct 24, 2014 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -6.65% Mar 28, 2024 - Jul 11, 2024 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -6.62% Jun 8, 2020 - Jul 14, 2020 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -6.58% Oct 12, 2020 - Nov 4, 2020 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -6.29% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between AOA and FHLC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2008 - 2026)
AOA vs FHLC dividend yield comparison.
| Year | AOA | FHLC |
|---|---|---|
| 2026 | 0.96% | 0.61% |
| 2025 | 2.18% | 1.40% |
| 2024 | 2.30% | 1.51% |
| 2023 | 2.22% | 1.40% |
| 2022 | 2.10% | 1.30% |
| 2021 | 1.67% | 1.16% |
| 2020 | 1.71% | 1.45% |
| 2019 | 2.50% | 1.18% |
| 2018 | 2.37% | 1.38% |
| 2017 | 5.09% | 1.38% |
| 2016 | 2.26% | 1.40% |
| 2015 | 2.15% | 2.07% |
| 2014 | 2.18% | 1.03% |
| 2013 | 1.84% | 0.20% |
| 2012 | 2.18% | 0.00% |
| 2011 | 2.21% | 0.00% |
| 2010 | 1.63% | 0.00% |
| 2009 | 2.04% | 0.00% |
| 2008 | 0.71% | 0.00% |
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