AOA vs SNPE
Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and XTRACKERS S&P 500 ESG ETF (SNPE, ETF).
5-Year PerformanceSNPE has outperformed AOA, delivering a return of +14.6% compared to +9.3%
AOA vs SNPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3B
SNPE
$3B
Expense Ratio
AOA
0.15%
Winner
SNPE
0.10%
Max Drawdown
Winner
AOA
28.38%
SNPE
33.84%
Sharpe Ratio
AOA
1.99
Winner
SNPE
2.18
5Y Beta
Winner
AOA
0.71
SNPE
0.97
P/E Ratio
AOA
N/A
SNPE
29.38
Forward P/E
AOA
N/A
SNPE
20.17
5Y Dividends CAGR
Winner
AOA
15.17%
SNPE
6.72%
5Y EPS CAGR
AOA
N/A
SNPE
31.48%
Debt to Equity
AOA
N/A
SNPE
16.70%
P/S Ratio
AOA
N/A
SNPE
3.22
P/B Ratio
AOA
N/A
SNPE
5.66
AOA vs SNPE - Holdings Comparison
AOA and SNPE have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.84%. SNPE's top 25 holdings weight is 51.32%.
| Rank | AOA | SNPE |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.02% | NVIDIA CORP (NVDA) - 12.45% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.54% | MICROSOFT CORP (MSFT) - 7.97% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.62% | ALPHABET INC CLASS A (GOOGL) - 5.89% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.94% | ALPHABET INC CLASS C (GOOG) - 4.69% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.95% | ELI LILLY AND CO (LLY) - 2.04% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.54% | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.23% | WALMART INC (WMT) - 1.50% |
| #8 | N/A | VISA INC CLASS A (V) - 1.41% |
| #9 | N/A | INTEL CORP (INTC) - 1.32% |
| #10 | N/A | COSTCO WHOLESALE CORP (COST) - 1.18% |
| #11 | N/A | CATERPILLAR INC (CAT) - 1.10% |
| #12 | N/A | MASTERCARD INC CLASS A (MA) - 1.06% |
| #13 | N/A | CISCO SYSTEMS INC (CSCO) - 0.97% |
| #14 | N/A | NETFLIX INC (NFLX) - 0.97% |
| #15 | N/A | ABBVIE INC (ABBV) - 0.95% |
| #16 | N/A | BANK OF AMERICA CORP (BAC) - 0.92% |
| #17 | N/A | LAM RESEARCH CORP (LRCX) - 0.90% |
| #18 | N/A | UNITEDHEALTH GROUP INC (UNH) - 0.86% |
| #19 | N/A | APPLIED MATERIALS INC (AMAT) - 0.85% |
| #20 | N/A | THE HOME DEPOT INC (HD) - 0.82% |
| #21 | N/A | CORNING INC (GLW) - 0.33% |
| #22 | N/A | LOWE'S COMPANIES INC (LOW) - 0.33% |
| #23 | N/A | NEWMONT CORP (NEM) - 0.31% |
| #24 | N/A | CAPITAL ONE FINANCIAL CORP (COF) - 0.31% |
| #25 | N/A | STARBUCKS CORP (SBUX) - 0.31% |
| Total Holdings | 7 | 295 |
AOA vs SNPE - Historical Returns
Returns include dividend reinvestment.
1M
AOA
+5.60%
Winner
SNPE
+8.72%
3M
AOA
+3.96%
Winner
SNPE
+6.19%
6M
AOA
+9.15%
Winner
SNPE
+9.54%
1Y
AOA
+24.97%
Winner
SNPE
+31.13%
5Y(CAGR)
AOA
+9.33%
Winner
SNPE
+14.63%
10Y(CAGR)
AOA
+10.58%
SNPE
N/A
Max(CAGR)
AOA
+10.52%
Winner
SNPE
+17.22%
AOA vs SNPE - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | SNPE |
|---|---|---|
| 2026 | +7.74% | +8.07% |
| 2025 | +19.99% | +18.98% |
| 2024 | +14.32% | +24.53% |
| 2023 | +18.04% | +28.32% |
| 2022 | -16.54% | -18.42% |
| 2021 | +15.99% | +33.36% |
| 2020 | +11.88% | +18.83% |
| 2019 | +22.58% | +12.92% |
| 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 SNPE Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for SNPE was -33.35%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current AOA drawdown is -0.02%.
| Rank | AOA | SNPE |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -33.35% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -24.66% Jan 3, 2022 - Dec 1, 2023 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -19.15% Dec 4, 2024 - Jun 30, 2025 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -10.17% Sep 2, 2020 - Nov 16, 2020 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -9.46% Feb 9, 2026 - Apr 15, 2026 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -9.00% Jul 16, 2024 - Sep 24, 2024 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -5.82% Jul 26, 2019 - Sep 12, 2019 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -5.54% Mar 28, 2024 - May 14, 2024 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -4.99% Sep 2, 2021 - Oct 19, 2021 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -4.43% Oct 28, 2025 - Dec 5, 2025 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -4.13% Sep 12, 2019 - Oct 21, 2019 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -4.01% Feb 16, 2021 - Mar 11, 2021 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -3.64% Jan 25, 2021 - Feb 4, 2021 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -3.57% Nov 18, 2021 - Dec 8, 2021 |
Correlation
Correlation between AOA and SNPE 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 SNPE dividend yield comparison.
| Year | AOA | SNPE |
|---|---|---|
| 2026 | 0.29% | 0.18% |
| 2025 | 2.18% | 1.01% |
| 2024 | 2.30% | 1.17% |
| 2023 | 2.22% | 1.32% |
| 2022 | 2.10% | 1.65% |
| 2021 | 1.67% | 1.08% |
| 2020 | 1.71% | 1.42% |
| 2019 | 2.50% | 1.20% |
| 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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