AOA vs IBDV
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF).
5-Year PerformanceAOA has outperformed IBDV, delivering a return of +8.9% compared to +0.6%
AOA vs IBDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOA vs IBDV - Historical Returns
Returns include dividend reinvestment.
AOA vs IBDV - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | IBDV |
|---|---|---|
| 2026 | +8.92% | +0.30% |
| 2025 | +19.99% | +8.24% |
| 2024 | +14.32% | +3.94% |
| 2023 | +18.04% | +7.89% |
| 2022 | -16.54% | -14.02% |
| 2021 | +15.99% | -2.38% |
| 2020 | +11.88% | +5.32% |
| 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 IBDV Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.
The current AOA drawdown is -0.87%. The current IBDV drawdown is -0.90%.
| Rank | AOA | IBDV |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -21.85% Dec 31, 2020 - Sep 16, 2025 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -2.07% Aug 6, 2020 - Nov 19, 2020 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -2.07% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -0.82% Nov 30, 2020 - Dec 28, 2020 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -0.75% Oct 20, 2025 - Nov 25, 2025 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -0.59% Sep 16, 2025 - Oct 2, 2025 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -0.49% Nov 26, 2025 - Dec 18, 2025 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -0.48% Jul 23, 2020 - Jul 30, 2020 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -0.41% Jan 14, 2026 - Jan 29, 2026 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -0.32% Oct 2, 2025 - Oct 13, 2025 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -0.27% Jul 9, 2020 - Jul 14, 2020 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -0.23% Dec 29, 2025 - Jan 14, 2026 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -0.18% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -0.15% Jan 30, 2026 - Feb 5, 2026 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -0.14% Feb 17, 2026 - Feb 23, 2026 |
Correlation
Correlation between AOA and IBDV is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2008 - 2026)
AOA vs IBDV dividend yield comparison.
| Year | AOA | IBDV |
|---|---|---|
| 2026 | 0.98% | 2.27% |
| 2025 | 2.18% | 4.57% |
| 2024 | 2.30% | 4.69% |
| 2023 | 2.22% | 4.10% |
| 2022 | 2.10% | 3.02% |
| 2021 | 1.67% | 1.99% |
| 2020 | 1.71% | 0.90% |
| 2019 | 2.50% | 0.00% |
| 2018 | 2.37% | 0.00% |
| 2017 | 5.09% | 0.00% |
| 2016 | 2.26% | 0.00% |
| 2015 | 2.15% | 0.00% |
| 2014 | 2.18% | 0.00% |
| 2013 | 1.84% | 0.00% |
| 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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