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AOA vs HYMB

Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceAOA has outperformed HYMB, delivering a return of +9.2% compared to +0.1%

AOA vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOA
$3.20B
HYMB
$3.20B
Expense Ratio
Winner
AOA
0.15%
HYMB
0.35%
Max Drawdown
Winner
AOA
28.38%
HYMB
29.76%
Sharpe Ratio
Winner
AOA
1.39
HYMB
0.89
5Y Beta
AOA
0.72
Winner
HYMB
0.04
5Y Dividends CAGR
Winner
AOA
13.36%
HYMB
1.11%

AOA vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AOA
+2.63%
HYMB
-0.76%
3M
Winner
AOA
+4.32%
HYMB
+0.63%
6M
Winner
AOA
+8.50%
HYMB
+1.83%
1Y
Winner
AOA
+20.86%
HYMB
+7.57%
5Y(CAGR)
Winner
AOA
+9.23%
HYMB
+0.15%
10Y(CAGR)
Winner
AOA
+10.43%
HYMB
+2.26%
Max(CAGR)
Winner
AOA
+10.59%
HYMB
+4.36%

AOA vs HYMB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearAOAHYMB
2026+11.49%+2.79%
2025+19.99%+1.88%
2024+14.32%+6.23%
2023+18.04%+7.95%
2022-16.54%-15.54%
2021+15.99%+5.37%
2020+11.88%+3.67%
2019+22.58%+9.49%
2018-8.43%+4.78%
2017+19.48%+3.02%
2016+9.03%+1.92%
2015-0.97%+3.59%
2014+7.12%+17.12%
2013+20.51%-8.31%
2012+13.52%+15.62%
2011-2.65%+10.19%
2010+14.90%N/A
2009+23.86%N/A
2008-2.55%N/A

AOA vs HYMB Drawdown Comparison

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

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current HYMB drawdown is -1.15%.

RankAOAHYMB
#1-28.38%
Feb 12, 2020 - Aug 24, 2020
-29.57%
Mar 5, 2020 - Jan 6, 2021
#2-24.37%
Nov 11, 2008 - May 6, 2009
-20.16%
Jul 27, 2021 - Feb 26, 2026
#3-23.62%
Jan 4, 2022 - Feb 7, 2024
-16.59%
May 20, 2013 - May 20, 2014
#4-20.16%
Apr 29, 2011 - Mar 13, 2012
-7.98%
Aug 29, 2016 - Aug 29, 2017
#5-16.11%
Jan 26, 2018 - Jul 2, 2019
-4.28%
Dec 6, 2012 - Jan 22, 2013
#6-15.03%
May 21, 2015 - Aug 11, 2016
-4.19%
Jan 30, 2015 - Oct 22, 2015
#7-13.98%
Apr 14, 2010 - Oct 13, 2010
-3.65%
Sep 5, 2017 - May 25, 2018
#8-12.94%
Feb 18, 2025 - May 15, 2025
-3.11%
Feb 27, 2026 - May 28, 2026
#9-9.16%
Apr 2, 2012 - Sep 6, 2012
-2.49%
Feb 11, 2021 - Apr 22, 2021
#10-8.35%
Jan 14, 2010 - Mar 9, 2010
-2.17%
Jul 2, 2026 - Jul 23, 2026
#11-8.20%
Feb 25, 2026 - Apr 17, 2026
-1.93%
May 30, 2014 - Aug 11, 2014
#12-7.36%
Sep 5, 2014 - Nov 24, 2014
-1.89%
Sep 6, 2018 - Dec 28, 2018
#13-6.88%
Jun 2, 2009 - Jul 20, 2009
-1.51%
Oct 4, 2011 - Nov 2, 2011
#14-6.58%
May 21, 2013 - Jul 22, 2013
-1.41%
Mar 13, 2012 - Apr 12, 2012
#15-6.25%
Sep 2, 2020 - Nov 9, 2020
-1.33%
Nov 2, 2015 - Dec 23, 2015

Correlation

Correlation between AOA and HYMB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2008 - 2026)

AOA vs HYMB dividend yield comparison.

YearAOAHYMB
20260.96%2.69%
20252.18%4.55%
20242.30%4.29%
20232.22%4.07%
20222.10%3.77%
20211.67%3.19%
20201.71%3.55%
20192.50%3.95%
20182.37%4.03%
20175.09%3.78%
20162.26%4.08%
20152.15%4.54%
20142.18%4.49%
20131.84%5.17%
20122.18%4.99%
20112.21%4.30%
20101.63%0.00%
20092.04%0.00%
20080.71%0.00%

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