AOA vs SPHD
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceAOA has outperformed SPHD, delivering a return of +8.9% compared to +6.5%
AOA vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3.20B
SPHD
$3.20B
Expense Ratio
Winner
AOA
0.15%
SPHD
0.30%
Max Drawdown
Winner
AOA
28.38%
SPHD
42.14%
Sharpe Ratio
Winner
AOA
1.47
SPHD
0.72
5Y Beta
AOA
0.72
Winner
SPHD
0.38
P/E Ratio
AOA
N/A
SPHD
19.11
Forward P/E
AOA
N/A
SPHD
13.52
PEG Ratio
AOA
N/A
SPHD
0.49
5Y Dividends CAGR
Winner
AOA
15.17%
SPHD
6.35%
5Y EPS CAGR
AOA
N/A
SPHD
5.69%
Debt to Equity
AOA
N/A
SPHD
-44.25%
P/S Ratio
AOA
N/A
SPHD
1.88
P/B Ratio
AOA
N/A
SPHD
1.83
AOA vs SPHD - Holdings Comparison
AOA and SPHD have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.78%. SPHD's top 25 holdings weight is 60.77%.
| Rank | AOA | SPHD |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.56% | ALTRIA GROUP INC (MO) - 3.52% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.38% | VERIZON COMMUNICATIONS INC (VZ) - 3.47% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.02% | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.25% | THE KRAFT HEINZ CO (KHC) - 2.95% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.86% | PFIZER INC (PFE) - 2.90% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.51% | FRANKLIN RESOURCES INC (BEN) - 2.82% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20% | ONEOK INC (OKE) - 2.81% |
| #8 | N/A | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% |
| #9 | N/A | KIMCO REALTY CORP (KIM) - 2.46% |
| #10 | N/A | REALTY INCOME CORP (O) - 2.43% |
| #11 | N/A | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% |
| #12 | N/A | CROWN CASTLE INC (CCI) - 2.34% |
| #13 | N/A | CONAGRA BRANDS INC (CAG) - 2.26% |
| #14 | N/A | DOMINION ENERGY INC (D) - 2.12% |
| #15 | N/A | CHEVRON CORP (CVX) - 2.09% |
| #16 | N/A | EXTRA SPACE STORAGE INC (EXR) - 2.07% |
| #17 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #18 | N/A | KIMBERLY-CLARK CORP (KMB) - 2.07% |
| #19 | N/A | KINDER MORGAN INC CLASS P (KMI) - 2.05% |
| #20 | N/A | PUBLIC STORAGE (PSA) - 2.05% |
| #21 | N/A | T. ROWE PRICE GROUP INC (TROW) - 2.04% |
| #22 | N/A | AT&T INC (T) - 2.00% |
| #23 | N/A | EOG RESOURCES INC (EOG) - 1.99% |
| #24 | N/A | UDR INC (UDR) - 1.98% |
| #25 | N/A | BXP INC (BXP) - 1.92% |
| Total Holdings | 7 | 55 |
AOA vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
AOA
+1.03%
Winner
SPHD
+4.03%
3M
Winner
AOA
+9.18%
SPHD
+4.97%
6M
Winner
AOA
+9.56%
SPHD
+9.45%
1Y
Winner
AOA
+21.41%
SPHD
+12.85%
5Y(CAGR)
Winner
AOA
+8.86%
SPHD
+6.47%
10Y(CAGR)
Winner
AOA
+10.65%
SPHD
+7.63%
Max(CAGR)
Winner
AOA
+10.50%
SPHD
+9.76%
AOA vs SPHD - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | SPHD |
|---|---|---|
| 2026 | +8.30% | +9.21% |
| 2025 | +19.99% | +3.29% |
| 2024 | +14.32% | +16.18% |
| 2023 | +18.04% | +0.93% |
| 2022 | -16.54% | +0.31% |
| 2021 | +15.99% | +26.77% |
| 2020 | +11.88% | -8.99% |
| 2019 | +22.58% | +20.89% |
| 2018 | -8.43% | -6.32% |
| 2017 | +19.48% | +10.79% |
| 2016 | +9.03% | +23.47% |
| 2015 | -0.97% | +4.85% |
| 2014 | +7.12% | +21.27% |
| 2013 | +20.51% | +18.33% |
| 2012 | +13.52% | -1.73% |
| 2011 | -2.65% | N/A |
| 2010 | +14.90% | N/A |
| 2009 | +23.86% | N/A |
| 2008 | -2.55% | N/A |
AOA vs SPHD Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current AOA drawdown is -1.44%. The current SPHD drawdown is -0.53%.
| Rank | AOA | SPHD |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -7.33% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between AOA and SPHD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2008 - 2026)
AOA vs SPHD dividend yield comparison.
| Year | AOA | SPHD |
|---|---|---|
| 2026 | 0.28% | 2.01% |
| 2025 | 2.18% | 4.02% |
| 2024 | 2.30% | 3.41% |
| 2023 | 2.22% | 4.48% |
| 2022 | 2.10% | 3.89% |
| 2021 | 1.67% | 3.45% |
| 2020 | 1.71% | 4.89% |
| 2019 | 2.50% | 4.07% |
| 2018 | 2.37% | 4.40% |
| 2017 | 5.09% | 3.14% |
| 2016 | 2.26% | 3.83% |
| 2015 | 2.15% | 3.49% |
| 2014 | 2.18% | 3.24% |
| 2013 | 1.84% | 3.68% |
| 2012 | 2.18% | 0.93% |
| 2011 | 2.21% | 0.00% |
| 2010 | 1.63% | 0.00% |
| 2009 | 2.04% | 0.00% |
| 2008 | 0.71% | 0.00% |
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