AOA vs REMX

Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).

5-Year PerformanceAOA has outperformed REMX, delivering a return of +9.3% compared to +8.0%

AOA vs REMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOA(ETF)	REMX(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.15%	0.53%
Max Drawdown	28.38%	92.95%
Sharpe Ratio	1.99	2.42
5Y Beta	0.71	1.12
5Y Dividends CAGR	15.17%	13.97%

Net Assets

AOA

$3B

REMX

$3B

Expense Ratio

Winner

AOA

0.15%

REMX

0.53%

Max Drawdown

Winner

AOA

28.38%

REMX

92.95%

Sharpe Ratio

AOA

1.99

Winner

REMX

2.42

5Y Beta

Winner

AOA

0.71

REMX

1.12

5Y Dividends CAGR

Winner

AOA

15.17%

REMX

13.97%

AOA vs REMX - Holdings Comparison

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

AOA's top 25 holdings weight is 99.84%. REMX's top 25 holdings weight is 98.37%.

Rank	AOA	REMX
#1	ISHARES CORE S&P 500 ETF (IVV) - 45.02%	ALBEMARLE CORP (ALB) - 8.72%
#2	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.54%	PLS GROUP LTD (n/a) - 7.92%
#3	ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.62%	LYNAS RARE EARTHS LTD (n/a) - 7.07%
#4	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.94%	LIONTOWN LTD (n/a) - 6.40%
#5	ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.95%	CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO LTD CLASS A (n/a) - 6.08%
#6	ISHARES CORE S&P MID-CAP ETF (IJH) - 2.54%	MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 5.83%
#7	ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.23%	SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 5.63%
#8	N/A	GANFENG LITHIUM GROUP CO LTD (n/a) - 5.59%
#9	N/A	XIAMEN TUNGSTEN CO LTD CLASS A (n/a) - 4.29%
#10	N/A	ALMONTY INDUSTRIES INC (n/a) - 4.11%
#11	N/A	SHENGHE RESOURCES HOLDING CO LTD CLASS A (n/a) - 3.83%
#12	N/A	JINDUICHENG MOLYBDENUM CO LTD CLASS A (n/a) - 3.55%
#13	N/A	ILUKA RESOURCES LTD (n/a) - 3.49%
#14	N/A	LITHIUM AMERICAS CORP (LAC) - 2.97%
#15	N/A	SIGMA LITHIUM CORP (SGML) - 2.75%
#16	N/A	UNITED STATES ANTIMONY CORP (UAMY) - 2.64%
#17	N/A	AMG CRITICAL MATERIALS NV (n/a) - 2.62%
#18	N/A	LITHIUM ARGENTINA AG (LAR) - 2.47%
#19	N/A	HUBEI ZHENHUA CHEMICAL CO LTD CLASS A (n/a) - 2.33%
#20	N/A	TRONOX HOLDINGS PLC SHS CLASS A (TROX) - 2.08%
#21	N/A	VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 1.76%
#22	N/A	STANDARD LITHIUM CORP (SLI) - 1.65%
#23	N/A	IPERIONX LTD ADR (IPX) - 1.58%
#24	N/A	JIAXIN INTERNATIONAL RESOURCES INVESTMENT LTD (n/a) - 1.55%
#25	N/A	BAOJI TITANIUM INDUSTRY CO LTD CLASS A (n/a) - 1.46%
Total Holdings	7	33

AOA vs REMX - Historical Returns

Returns include dividend reinvestment.

Period	AOA	REMX
1 month	+5.60%	+15.90%
3 months	+3.96%	+19.16%
6 months	+9.15%	+63.17%
1 year	+24.97%	+180.94%
5 years(CAGR)	+9.33%	+7.99%
10 years(CAGR)	+10.58%	+12.30%
Max(CAGR)	+10.52%	-1.97%

AOA

+5.60%

Winner

REMX

+15.90%

AOA

+3.96%

Winner

REMX

+19.16%

AOA

+9.15%

Winner

REMX

+63.17%

AOA

+24.97%

Winner

REMX

+180.94%

5Y(CAGR)

Winner

AOA

+9.33%

REMX

+7.99%

10Y(CAGR)

AOA

+10.58%

Winner

REMX

+12.30%

Max(CAGR)

Winner

AOA

+10.52%

REMX

-1.97%

AOA vs REMX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOA	REMX
2026	+7.74%	+42.65%
2025	+19.99%	+90.95%
2024	+14.32%	-34.70%
2023	+18.04%	-17.59%
2022	-16.54%	-31.65%
2021	+15.99%	+72.76%
2020	+11.88%	+60.59%
2019	+22.58%	-0.28%
2018	-8.43%	-50.42%
2017	+19.48%	+80.08%
2016	+9.03%	+31.53%
2015	-0.97%	-44.36%
2014	+7.12%	-28.72%
2013	+20.51%	-33.75%
2012	+13.52%	-13.86%
2011	-2.65%	-38.19%
2010	+14.90%	+23.01%
2009	+23.86%	N/A
2008	-2.55%	N/A

AOA vs REMX Drawdown Comparison

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

The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

The current AOA drawdown is -0.02%. The current REMX drawdown is -49.75%.

Rank	AOA	REMX
#1	-28.38% Feb 12, 2020 - Aug 24, 2020	-90.19% Apr 11, 2011 - Mar 16, 2020
#2	-24.37% Nov 11, 2008 - May 6, 2009	-15.28% Mar 3, 2011 - Mar 31, 2011
#3	-23.62% Jan 4, 2022 - Feb 7, 2024	-10.06% Jan 3, 2011 - Mar 3, 2011
#4	-20.16% Apr 29, 2011 - Mar 13, 2012	-9.15% Nov 11, 2010 - Dec 21, 2010
#5	-16.11% Jan 26, 2018 - Jul 2, 2019	-2.04% Dec 30, 2010 - Jan 3, 2011
#6	-15.03% May 21, 2015 - Aug 11, 2016	-1.89% Nov 4, 2010 - Nov 10, 2010
#7	-13.98% Apr 14, 2010 - Oct 13, 2010	-1.50% Oct 29, 2010 - Nov 4, 2010
#8	-12.94% Feb 18, 2025 - May 15, 2025	-0.95% Apr 5, 2011 - Apr 7, 2011
#9	-9.16% Apr 2, 2012 - Sep 6, 2012	-0.05% Dec 21, 2010 - Dec 23, 2010
#10	-8.35% Jan 14, 2010 - Mar 9, 2010	N/A
#11	-8.20% Feb 25, 2026 - Apr 17, 2026	N/A
#12	-7.36% Sep 5, 2014 - Nov 24, 2014	N/A
#13	-6.88% Jun 2, 2009 - Jul 20, 2009	N/A
#14	-6.58% May 21, 2013 - Jul 22, 2013	N/A
#15	-6.25% Sep 2, 2020 - Nov 9, 2020	N/A

Correlation

Correlation between AOA and REMX is -0.30 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.30

-101

Dividend Comparison (2008 - 2026)

AOA vs REMX dividend yield comparison.

Year	AOA	REMX
2026	0.29%	0.00%
2025	2.18%	1.76%
2024	2.30%	2.56%
2023	2.22%	0.00%
2022	2.10%	1.56%
2021	1.67%	5.25%
2020	1.71%	0.81%
2019	2.50%	1.64%
2018	2.37%	12.43%
2017	5.09%	2.89%
2016	2.26%	2.23%
2015	2.15%	4.77%
2014	2.18%	1.53%
2013	1.84%	0.23%
2012	2.18%	1.72%
2011	2.21%	6.39%
2010	1.63%	0.00%
2009	2.04%	0.00%
2008	0.71%	0.00%