AOA vs RDVI

Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).

AOA vs RDVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOA(ETF)	RDVI(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.15%	0.75%
Max Drawdown	28.38%	20.66%
Sharpe Ratio	2.02	1.59
5Y Beta	0.71	0.89
P/E Ratio	N/A	18.61
Forward P/E	N/A	16.72
PEG Ratio	N/A	0.39
5Y Dividends CAGR	15.17%	N/A
5Y EPS CAGR	N/A	22.82%
Debt to Equity	N/A	25.70%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	3.46

Net Assets

AOA

$2.80B

RDVI

$2.80B

Expense Ratio

Winner

AOA

0.15%

RDVI

0.75%

Max Drawdown

AOA

28.38%

Winner

RDVI

20.66%

Sharpe Ratio

Winner

AOA

2.02

RDVI

1.59

5Y Beta

Winner

AOA

0.71

RDVI

0.89

P/E Ratio

AOA

N/A

RDVI

18.61

Forward P/E

AOA

N/A

RDVI

16.72

PEG Ratio

AOA

N/A

RDVI

0.39

5Y Dividends CAGR

AOA

15.17%

RDVI

N/A

5Y EPS CAGR

AOA

N/A

RDVI

22.82%

Debt to Equity

AOA

N/A

RDVI

25.70%

P/S Ratio

AOA

N/A

RDVI

2.54

P/B Ratio

AOA

N/A

RDVI

3.46

AOA vs RDVI - Holdings Comparison

AOA and RDVI have 0 common holdings. Overlap is 0.00%

AOA's top 25 holdings weight is 99.90%. RDVI's top 25 holdings weight is 55.87%.

Rank	AOA	RDVI
#1	ISHARES CORE S&P 500 ETF (IVV) - 45.81%	LAM RESEARCH CORP (LRCX) - 3.60%
#2	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.12%	APPLIED MATERIALS INC (AMAT) - 3.20%
#3	ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 15.84%	KLA CORP (KLAC) - 3.15%
#4	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.51%	GE VERNOVA INC (GEV) - 3.14%
#5	ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.74%	ALPHABET INC CLASS A (GOOGL) - 2.58%
#6	ISHARES CORE S&P MID-CAP ETF (IJH) - 2.62%	BAKER HUGHES CO CLASS A (BKR) - 2.51%
#7	ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.26%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.45%
#8	N/A	MUELLER INDUSTRIES INC (MLI) - 2.44%
#9	N/A	ROSS STORES INC (ROST) - 2.43%
#10	N/A	NVIDIA CORP (NVDA) - 2.30%
#11	N/A	BANK OF NEW YORK MELLON CORP (BK) - 2.25%
#12	N/A	PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.01%
#13	N/A	SNAP-ON INC (SNA) - 1.96%
#14	N/A	CHUBB LTD (CB) - 1.95%
#15	N/A	THE TRAVELERS COMPANIES INC (TRV) - 1.92%
#16	N/A	JPMORGAN CHASE & CO (JPM) - 1.88%
#17	N/A	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83%
#18	N/A	ALLSTATE CORP (ALL) - 1.83%
#19	N/A	WILLIAMS-SONOMA INC (WSM) - 1.82%
#20	N/A	PULTEGROUP INC (PHM) - 1.82%
#21	N/A	STATE STREET CORP (STT) - 1.81%
#22	N/A	GE AEROSPACE (GE) - 1.79%
#23	N/A	META PLATFORMS INC CLASS A (META) - 1.79%
#24	N/A	AMERICAN EXPRESS CO (AXP) - 1.74%
#25	N/A	MICROSOFT CORP (MSFT) - 1.67%
Total Holdings	7	76

AOA vs RDVI - Historical Returns

Returns include dividend reinvestment.

Period	AOA	RDVI
1 month	+5.74%	+2.64%
3 months	+4.21%	+2.14%
6 months	+10.82%	+11.26%
1 year	+27.55%	+25.93%
5 years(CAGR)	+8.97%	N/A
10 years(CAGR)	+10.63%	N/A
Max(CAGR)	+10.53%	+19.62%

Winner

AOA

+5.74%

RDVI

+2.64%

Winner

AOA

+4.21%

RDVI

+2.14%

AOA

+10.82%

Winner

RDVI

+11.26%

Winner

AOA

+27.55%

RDVI

+25.93%

5Y(CAGR)

AOA

+8.97%

RDVI

N/A

10Y(CAGR)

AOA

+10.63%

RDVI

N/A

Max(CAGR)

AOA

+10.53%

Winner

RDVI

+19.62%

AOA vs RDVI - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOA	RDVI
2026	+7.76%	+6.28%
2025	+19.99%	+18.26%
2024	+14.32%	+14.28%
2023	+18.04%	+19.01%
2022	-16.54%	+9.89%
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 RDVI Drawdown Comparison

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

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current RDVI drawdown is -1.30%.

Rank	AOA	RDVI
#1	-28.38% Feb 12, 2020 - Aug 24, 2020	-18.34% Nov 25, 2024 - Jul 22, 2025
#2	-24.37% Nov 11, 2008 - May 6, 2009	-12.56% Feb 2, 2023 - Jul 18, 2023
#3	-23.62% Jan 4, 2022 - Feb 7, 2024	-11.09% Jul 31, 2023 - Dec 13, 2023
#4	-20.16% Apr 29, 2011 - Mar 13, 2012	-8.47% Feb 26, 2026 - Apr 13, 2026
#5	-16.11% Jan 26, 2018 - Jul 2, 2019	-7.88% Jul 31, 2024 - Aug 30, 2024
#6	-15.03% May 21, 2015 - Aug 11, 2016	-6.67% Nov 30, 2022 - Jan 13, 2023
#7	-13.98% Apr 14, 2010 - Oct 13, 2010	-5.19% Mar 28, 2024 - Jul 15, 2024
#8	-12.94% Feb 18, 2025 - May 15, 2025	-4.58% Aug 30, 2024 - Sep 19, 2024
#9	-9.16% Apr 2, 2012 - Sep 6, 2012	-4.42% Oct 27, 2025 - Nov 28, 2025
#10	-8.35% Jan 14, 2010 - Mar 9, 2010	-4.07% Oct 6, 2025 - Oct 27, 2025
#11	-8.20% Feb 25, 2026 - Apr 17, 2026	-3.75% Dec 27, 2023 - Jan 30, 2024
#12	-7.36% Sep 5, 2014 - Nov 24, 2014	-3.29% Nov 1, 2022 - Nov 7, 2022
#13	-6.88% Jun 2, 2009 - Jul 20, 2009	-3.27% Jan 13, 2023 - Jan 23, 2023
#14	-6.58% May 21, 2013 - Jul 22, 2013	-2.93% Oct 17, 2024 - Nov 6, 2024
#15	-6.25% Sep 2, 2020 - Nov 9, 2020	-2.85% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between AOA and RDVI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2008 - 2026)

AOA vs RDVI dividend yield comparison.

Year	AOA	RDVI
2026	0.29%	2.78%
2025	2.18%	8.10%
2024	2.30%	8.62%
2023	2.22%	8.45%
2022	2.10%	1.53%
2021	1.67%	0.00%
2020	1.71%	0.00%
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%