AOA vs ILCG
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF).
5-Year PerformanceILCG has outperformed AOA, delivering a return of +13.6% compared to +8.9%
AOA vs ILCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3.20B
ILCG
$3.20B
Expense Ratio
AOA
0.15%
Winner
ILCG
0.04%
Max Drawdown
Winner
AOA
28.38%
ILCG
53.23%
Sharpe Ratio
Winner
AOA
1.50
ILCG
1.09
5Y Beta
Winner
AOA
0.72
ILCG
1.24
P/E Ratio
AOA
N/A
ILCG
36.25
Forward P/E
AOA
N/A
ILCG
26.51
PEG Ratio
AOA
N/A
ILCG
0.25
5Y Dividends CAGR
AOA
15.17%
Winner
ILCG
29.37%
5Y EPS CAGR
AOA
N/A
ILCG
38.40%
Debt to Equity
AOA
N/A
ILCG
39.50%
P/S Ratio
AOA
N/A
ILCG
6.52
P/B Ratio
AOA
N/A
ILCG
10.40
AOA vs ILCG - Holdings Comparison
AOA and ILCG have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.78%. ILCG's top 25 holdings weight is 70.60%.
| Rank | AOA | ILCG |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.56% | NVIDIA CORP (NVDA) - 15.48% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.38% | APPLE INC (AAPL) - 6.62% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.02% | BROADCOM INC (AVGO) - 6.30% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.25% | AMAZON.COM INC (AMZN) - 5.13% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.86% | MICROSOFT CORP (MSFT) - 4.62% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.51% | ALPHABET INC CLASS A (GOOGL) - 4.45% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20% | META PLATFORMS INC CLASS A (META) - 3.87% |
| #8 | N/A | ALPHABET INC CLASS C (GOOG) - 3.83% |
| #9 | N/A | ELI LILLY AND CO (LLY) - 2.54% |
| #10 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 2.45% |
| #11 | N/A | MICRON TECHNOLOGY INC (MU) - 2.00% |
| #12 | N/A | TESLA INC (TSLA) - 1.94% |
| #13 | N/A | ORACLE CORP (ORCL) - 1.24% |
| #14 | N/A | MASTERCARD INC CLASS A (MA) - 1.18% |
| #15 | N/A | LAM RESEARCH CORP (LRCX) - 1.17% |
| #16 | N/A | n/a (PLTR) - 1.05% |
| #17 | N/A | GE AEROSPACE (GE) - 1.00% |
| #18 | N/A | VISA INC CLASS A (V) - 0.95% |
| #19 | N/A | KLA CORP (KLAC) - 0.75% |
| #20 | N/A | GE VERNOVA INC (GEV) - 0.75% |
| #21 | N/A | SANDISK CORP ORDINARY SHARES (SNDK) - 0.72% |
| #22 | N/A | PALO ALTO NETWORKS INC (PANW) - 0.71% |
| #23 | N/A | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #24 | N/A | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.61% |
| #25 | N/A | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.56% |
| Total Holdings | 7 | 330 |
AOA vs ILCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOA
+1.03%
ILCG
-0.26%
3M
AOA
+9.18%
Winner
ILCG
+15.27%
6M
AOA
+9.56%
Winner
ILCG
+11.00%
1Y
AOA
+21.41%
Winner
ILCG
+22.69%
5Y(CAGR)
AOA
+8.86%
Winner
ILCG
+13.60%
10Y(CAGR)
AOA
+10.65%
Winner
ILCG
+17.85%
Max(CAGR)
AOA
+10.50%
Winner
ILCG
+11.71%
AOA vs ILCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | AOA | ILCG |
|---|---|---|
| 2026 | +8.30% | +9.77% |
| 2025 | +19.99% | +16.68% |
| 2024 | +14.32% | +35.11% |
| 2023 | +18.04% | +41.82% |
| 2022 | -16.54% | -32.14% |
| 2021 | +15.99% | +25.79% |
| 2020 | +11.88% | +36.78% |
| 2019 | +22.58% | +33.35% |
| 2018 | -8.43% | +1.05% |
| 2017 | +19.48% | +29.73% |
| 2016 | +9.03% | +3.62% |
| 2015 | -0.97% | +7.61% |
| 2014 | +7.12% | +15.21% |
| 2013 | +20.51% | +28.28% |
| 2012 | +13.52% | +15.97% |
| 2011 | -2.65% | +0.62% |
| 2010 | +14.90% | +10.84% |
| 2009 | +23.86% | +39.28% |
| 2008 | -2.55% | -41.24% |
| 2007 | N/A | +12.26% |
| 2006 | N/A | +3.17% |
| 2005 | N/A | +4.03% |
| 2004 | N/A | +1.19% |
AOA vs ILCG Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.
The current AOA drawdown is -1.44%. The current ILCG drawdown is -4.92%.
| Rank | AOA | ILCG |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -52.99% Oct 31, 2007 - Feb 16, 2012 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -35.38% Nov 19, 2021 - Feb 7, 2024 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -31.61% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -23.10% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -20.71% Oct 1, 2018 - Apr 3, 2019 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -16.14% Jul 20, 2015 - Jan 6, 2017 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -15.65% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -12.99% Feb 12, 2021 - Apr 26, 2021 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -12.94% Jan 11, 2006 - Nov 15, 2006 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -12.81% Jul 10, 2024 - Oct 9, 2024 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -11.59% Sep 2, 2020 - Dec 4, 2020 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -9.91% Apr 3, 2012 - Aug 17, 2012 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -9.54% Jan 26, 2018 - Mar 12, 2018 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -9.54% Sep 19, 2012 - Feb 19, 2013 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -9.27% Jul 2, 2004 - Dec 2, 2004 |
Correlation
Correlation between AOA and ILCG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
AOA vs ILCG dividend yield comparison.
| Year | AOA | ILCG |
|---|---|---|
| 2026 | 0.28% | 0.08% |
| 2025 | 2.18% | 0.47% |
| 2024 | 2.30% | 0.50% |
| 2023 | 2.22% | 0.69% |
| 2022 | 2.10% | 0.75% |
| 2021 | 1.67% | 0.34% |
| 2020 | 1.71% | 0.28% |
| 2019 | 2.50% | 0.54% |
| 2018 | 2.37% | 0.81% |
| 2017 | 5.09% | 0.89% |
| 2016 | 2.26% | 0.95% |
| 2015 | 2.15% | 0.99% |
| 2014 | 2.18% | 0.87% |
| 2013 | 1.84% | 0.94% |
| 2012 | 2.18% | 1.27% |
| 2011 | 2.21% | 0.92% |
| 2010 | 1.63% | 0.74% |
| 2009 | 2.04% | 0.83% |
| 2008 | 0.71% | 0.97% |
| 2007 | 0.00% | 0.46% |
| 2006 | 0.00% | 0.45% |
| 2005 | 0.00% | 0.36% |
| 2004 | 0.00% | 1.28% |
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