AOA vs SMMD

Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).

5-Year PerformanceAOA has outperformed SMMD, delivering a return of +9.3% compared to +7.9%

AOA vs SMMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOA(ETF)	SMMD(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.15%	0.15%
Max Drawdown	28.38%	41.06%
Sharpe Ratio	1.99	1.76
5Y Beta	0.71	1.05
5Y Dividends CAGR	15.17%	8.51%

Net Assets

AOA

$3B

SMMD

$3B

Expense Ratio

AOA

0.15%

SMMD

0.15%

Max Drawdown

Winner

AOA

28.38%

SMMD

41.06%

Sharpe Ratio

Winner

AOA

1.99

SMMD

1.76

5Y Beta

Winner

AOA

0.71

SMMD

1.05

5Y Dividends CAGR

Winner

AOA

15.17%

SMMD

8.51%

AOA vs SMMD - Holdings Comparison

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

AOA's top 25 holdings weight is 99.84%. SMMD's top 25 holdings weight is 54.78%.

Rank	AOA	SMMD
#1	ISHARES CORE S&P 500 ETF (IVV) - 45.02%	ISHARES RUSSELL 2000 ETF (IWM) - 42.25%
#2	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.54%	SANDISK CORP ORDINARY SHARES (SNDK) - 2.57%
#3	ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.62%	CIENA CORP (CIEN) - 0.98%
#4	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.94%	LUMENTUM HOLDINGS INC (LITE) - 0.90%
#5	ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.95%	COMFORT SYSTEMS USA INC (FIX) - 0.87%
#6	ISHARES CORE S&P MID-CAP ETF (IJH) - 2.54%	COHERENT CORP (COHR) - 0.75%
#7	ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.23%	EMCOR GROUP INC (EME) - 0.53%
#8	N/A	ROCKET LAB CORP (RKLB) - 0.49%
#9	N/A	JABIL INC (JBL) - 0.45%
#10	N/A	FLEX LTD (FLEX) - 0.45%
#11	N/A	CASEY'S GENERAL STORES INC (CASY) - 0.41%
#12	N/A	TECHNIPFMC PLC (FTI) - 0.38%
#13	N/A	TAPESTRY INC (TPR) - 0.37%
#14	N/A	INSMED INC (INSM) - 0.37%
#15	N/A	ASTERA LABS INC (ALAB) - 0.36%
#16	N/A	NVENT ELECTRIC PLC (NVT) - 0.35%
#17	N/A	MASTEC INC (MTZ) - 0.35%
#18	N/A	REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.34%
#19	N/A	CURTISS-WRIGHT CORP (CW) - 0.34%
#20	N/A	FTAI AVIATION LTD (FTAI) - 0.32%
#21	N/A	EVEREST GROUP LTD (EG) - 0.19%
#22	N/A	MUELLER INDUSTRIES INC (MLI) - 0.19%
#23	N/A	ONTO INNOVATION INC (ONTO) - 0.19%
#24	N/A	NORDSON CORP (NDSN) - 0.19%
#25	N/A	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.19%
Total Holdings	7	451

AOA vs SMMD - Historical Returns

Returns include dividend reinvestment.

Period	AOA	SMMD
1 month	+5.60%	+8.13%
3 months	+3.96%	+7.44%
6 months	+9.15%	+18.05%
1 year	+24.97%	+33.99%
5 years(CAGR)	+9.33%	+7.86%
10 years(CAGR)	+10.58%	+10.98%
Max(CAGR)	+10.52%	+10.98%

AOA

+5.60%

Winner

SMMD

+8.13%

AOA

+3.96%

Winner

SMMD

+7.44%

AOA

+9.15%

Winner

SMMD

+18.05%

AOA

+24.97%

Winner

SMMD

+33.99%

5Y(CAGR)

Winner

AOA

+9.33%

SMMD

+7.86%

10Y(CAGR)

AOA

+10.58%

Winner

SMMD

+10.98%

Max(CAGR)

AOA

+10.52%

Winner

SMMD

+10.98%

AOA vs SMMD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOA	SMMD
2026	+7.74%	+14.84%
2025	+19.99%	+11.99%
2024	+14.32%	+12.70%
2023	+18.04%	+18.42%
2022	-16.54%	-18.93%
2021	+15.99%	+19.93%
2020	+11.88%	+20.08%
2019	+22.58%	+28.05%
2018	-8.43%	-8.79%
2017	+19.48%	+10.82%
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 SMMD Drawdown Comparison

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

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current AOA drawdown is -0.02%. The current SMMD drawdown is -0.42%.

Rank	AOA	SMMD
#1	-28.38% Feb 12, 2020 - Aug 24, 2020	-41.06% Feb 20, 2020 - Nov 9, 2020
#2	-24.37% Nov 11, 2008 - May 6, 2009	-28.24% Nov 8, 2021 - Jul 16, 2024
#3	-23.62% Jan 4, 2022 - Feb 7, 2024	-25.49% Nov 25, 2024 - Sep 5, 2025
#4	-20.16% Apr 29, 2011 - Mar 13, 2012	-25.07% Sep 6, 2018 - Nov 27, 2019
#5	-16.11% Jan 26, 2018 - Jul 2, 2019	-9.66% Feb 26, 2026 - Apr 13, 2026
#6	-15.03% May 21, 2015 - Aug 11, 2016	-8.98% Jan 29, 2018 - May 21, 2018
#7	-13.98% Apr 14, 2010 - Oct 13, 2010	-8.60% Jul 16, 2024 - Sep 19, 2024
#8	-12.94% Feb 18, 2025 - May 15, 2025	-7.49% Mar 15, 2021 - Apr 23, 2021
#9	-9.16% Apr 2, 2012 - Sep 6, 2012	-7.41% Oct 27, 2025 - Dec 4, 2025
#10	-8.35% Jan 14, 2010 - Mar 9, 2010	-7.11% Jun 25, 2021 - Sep 1, 2021
#11	-8.20% Feb 25, 2026 - Apr 17, 2026	-6.17% Apr 28, 2021 - Jun 8, 2021
#12	-7.36% Sep 5, 2014 - Nov 24, 2014	-5.78% Feb 24, 2021 - Mar 11, 2021
#13	-6.88% Jun 2, 2009 - Jul 20, 2009	-4.76% Sep 2, 2021 - Oct 21, 2021
#14	-6.58% May 21, 2013 - Jul 22, 2013	-4.71% Jan 20, 2021 - Feb 4, 2021
#15	-6.25% Sep 2, 2020 - Nov 9, 2020	-4.29% Jul 26, 2017 - Sep 18, 2017

Correlation

Correlation between AOA and SMMD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

AOA vs SMMD dividend yield comparison.

Year	AOA	SMMD
2026	0.29%	0.19%
2025	2.18%	1.28%
2024	2.30%	1.27%
2023	2.22%	1.44%
2022	2.10%	1.79%
2021	1.67%	1.12%
2020	1.71%	1.31%
2019	2.50%	1.50%
2018	2.37%	2.45%
2017	5.09%	0.68%
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%