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AOA vs FLXR

Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and TCW Flexible Income ETF (FLXR, ETF).

AOA vs FLXR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOA
$3B
FLXR
$3B
Expense Ratio
Winner
AOA
0.15%
FLXR
0.40%
Max Drawdown
AOA
28.38%
Winner
FLXR
3.44%
Sharpe Ratio
Winner
AOA
1.47
FLXR
0.75
5Y Beta
AOA
0.72
Winner
FLXR
0.03
5Y Dividends CAGR
AOA
15.17%
FLXR
N/A

AOA vs FLXR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AOA
+0.78%
FLXR
+0.02%
3M
Winner
AOA
+5.61%
FLXR
+0.36%
6M
Winner
AOA
+7.81%
FLXR
+1.37%
1Y
Winner
AOA
+21.61%
FLXR
+5.48%
5Y(CAGR)
AOA
+8.62%
FLXR
N/A
10Y(CAGR)
AOA
+10.25%
FLXR
N/A
Max(CAGR)
Winner
AOA
+10.42%
FLXR
+7.24%

AOA vs FLXR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearAOAFLXR
2026+6.77%+0.97%
2025+19.99%+8.34%
2024+14.32%+4.77%
2023+18.04%N/A
2022-16.54%N/A
2021+15.99%N/A
2020+11.88%N/A
2019+22.58%N/A
2018-8.43%N/A
2017+19.48%N/A
2016+9.03%N/A
2015-0.97%N/A
2014+7.12%N/A
2013+20.51%N/A
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 FLXR Drawdown Comparison

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

The maximum drawdown for FLXR was -1.94%, occurring on Nov 1, 2024. Recovery took 97 trading sessions.

The current AOA drawdown is -2.83%. The current FLXR drawdown is -0.41%.

RankAOAFLXR
#1-28.38%
Feb 12, 2020 - Aug 24, 2020
-1.94%
Oct 1, 2024 - Feb 21, 2025
#2-24.37%
Nov 11, 2008 - May 6, 2009
-1.47%
Apr 3, 2025 - Apr 29, 2025
#3-23.62%
Jan 4, 2022 - Feb 7, 2024
-1.46%
Feb 27, 2026 - Apr 17, 2026
#4-20.16%
Apr 29, 2011 - Mar 13, 2012
-0.79%
May 8, 2026 - May 28, 2026
#5-16.11%
Jan 26, 2018 - Jul 2, 2019
-0.53%
Aug 5, 2024 - Aug 14, 2024
#6-15.03%
May 21, 2015 - Aug 11, 2016
-0.53%
Sep 16, 2024 - Oct 1, 2024
#7-13.98%
Apr 14, 2010 - Oct 13, 2010
-0.50%
Oct 28, 2025 - Nov 11, 2025
#8-12.94%
Feb 18, 2025 - May 15, 2025
-0.46%
Apr 30, 2025 - May 19, 2025
#9-9.16%
Apr 2, 2012 - Sep 6, 2012
-0.43%
Jun 27, 2024 - Jul 3, 2024
#10-8.35%
Jan 14, 2010 - Mar 9, 2010
-0.41%
May 29, 2026 - Jun 5, 2026
#11-8.20%
Feb 25, 2026 - Apr 17, 2026
-0.41%
Apr 17, 2026 - May 8, 2026
#12-7.36%
Sep 5, 2014 - Nov 24, 2014
-0.38%
Sep 16, 2025 - Oct 8, 2025
#13-6.88%
Jun 2, 2009 - Jul 20, 2009
-0.35%
Aug 8, 2025 - Aug 25, 2025
#14-6.58%
May 21, 2013 - Jul 22, 2013
-0.35%
Dec 3, 2025 - Dec 16, 2025
#15-6.25%
Sep 2, 2020 - Nov 9, 2020
-0.35%
Sep 10, 2024 - Sep 16, 2024

Correlation

Correlation between AOA and FLXR 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 FLXR dividend yield comparison.

YearAOAFLXR
20260.29%2.57%
20252.18%5.66%
20242.30%3.44%
20232.22%0.00%
20222.10%0.00%
20211.67%0.00%
20201.71%0.00%
20192.50%0.00%
20182.37%0.00%
20175.09%0.00%
20162.26%0.00%
20152.15%0.00%
20142.18%0.00%
20131.84%0.00%
20122.18%0.00%
20112.21%0.00%
20101.63%0.00%
20092.04%0.00%
20080.71%0.00%

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