AOA vs SPY

Comparison between iShares Core Aggressive Allocation ETF (AOA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AOA, delivering a return of +13.3% compared to +9.0%

AOA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOA(ETF)	SPY(ETF)
Net Assets	$2.80B	$652B
Expense Ratio	0.15%	0.09%
Max Drawdown	28.38%	56.47%
Sharpe Ratio	2.02	2.07
5Y Beta	0.71	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	15.17%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

AOA

$2.80B

Winner

SPY

$652B

Expense Ratio

AOA

0.15%

Winner

SPY

0.09%

Max Drawdown

Winner

AOA

28.38%

SPY

56.47%

Sharpe Ratio

AOA

2.02

Winner

SPY

2.07

5Y Beta

Winner

AOA

0.71

SPY

1.00

P/E Ratio

AOA

N/A

SPY

28.24

Forward P/E

AOA

N/A

SPY

21.85

5Y Dividends CAGR

Winner

AOA

15.17%

SPY

5.43%

5Y EPS CAGR

AOA

N/A

SPY

25.79%

Debt to Equity

AOA

N/A

SPY

22.35%

P/S Ratio

AOA

N/A

SPY

3.55

P/B Ratio

AOA

N/A

SPY

5.29

AOA vs SPY - Holdings Comparison

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

AOA's top 25 holdings weight is 99.90%. SPY's top 25 holdings weight is 51.32%.

Rank	AOA	SPY
#1	ISHARES CORE S&P 500 ETF (IVV) - 45.81%	NVIDIA CORP (NVDA) - 8.45%
#2	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.12%	APPLE INC (AAPL) - 6.48%
#3	ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 15.84%	MICROSOFT CORP (MSFT) - 5.20%
#4	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.51%	AMAZON.COM INC (AMZN) - 4.14%
#5	ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.74%	ALPHABET INC CLASS A (GOOGL) - 3.32%
#6	ISHARES CORE S&P MID-CAP ETF (IJH) - 2.62%	BROADCOM INC (AVGO) - 3.09%
#7	ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.26%	ALPHABET INC CLASS C (GOOG) - 2.65%
#8	N/A	META PLATFORMS INC CLASS A (META) - 2.40%
#9	N/A	TESLA INC (TSLA) - 1.73%
#10	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 1.37%
#12	N/A	ELI LILLY AND CO (LLY) - 1.13%
#13	N/A	EXXON MOBIL CORP (XOM) - 1.03%
#14	N/A	MICRON TECHNOLOGY INC (MU) - 0.93%
#15	N/A	WALMART INC (WMT) - 0.91%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.90%
#17	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.86%
#18	N/A	VISA INC CLASS A (V) - 0.85%
#19	N/A	COSTCO WHOLESALE CORP (COST) - 0.72%
#20	N/A	MASTERCARD INC CLASS A (MA) - 0.67%
#21	N/A	INTEL CORP (INTC) - 0.65%
#22	N/A	NETFLIX INC (NFLX) - 0.64%
#23	N/A	CATERPILLAR INC (CAT) - 0.62%
#24	N/A	CHEVRON CORP (CVX) - 0.58%
#25	N/A	PROCTER & GAMBLE CO (PG) - 0.57%
Total Holdings	7	505

AOA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AOA	SPY
1 month	+5.74%	+9.11%
3 months	+4.21%	+6.59%
6 months	+10.82%	+10.56%
1 year	+27.55%	+32.04%
5 years(CAGR)	+8.97%	+13.35%
10 years(CAGR)	+10.63%	+15.49%
Max(CAGR)	+10.53%	+8.50%

AOA

+5.74%

Winner

SPY

+9.11%

AOA

+4.21%

Winner

SPY

+6.59%

Winner

AOA

+10.82%

SPY

+10.56%

AOA

+27.55%

Winner

SPY

+32.04%

5Y(CAGR)

AOA

+8.97%

Winner

SPY

+13.35%

10Y(CAGR)

AOA

+10.63%

Winner

SPY

+15.49%

Max(CAGR)

Winner

AOA

+10.53%

SPY

+8.50%

AOA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AOA	SPY
2026	+7.76%	+8.27%
2025	+19.99%	+18.00%
2024	+14.32%	+25.59%
2023	+18.04%	+26.72%
2022	-16.54%	-18.64%
2021	+15.99%	+30.52%
2020	+11.88%	+17.28%
2019	+22.58%	+31.09%
2018	-8.43%	-5.24%
2017	+19.48%	+20.78%
2016	+9.03%	+13.59%
2015	-0.97%	+1.31%
2014	+7.12%	+14.56%
2013	+20.51%	+29.00%
2012	+13.52%	+14.17%
2011	-2.65%	+0.85%
2010	+14.90%	+13.14%
2009	+23.86%	+22.67%
2008	-2.55%	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

AOA vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

Rank	AOA	SPY
#1	-28.38% Feb 12, 2020 - Aug 24, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-24.37% Nov 11, 2008 - May 6, 2009	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-23.62% Jan 4, 2022 - Feb 7, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-20.16% Apr 29, 2011 - Mar 13, 2012	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-16.11% Jan 26, 2018 - Jul 2, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-15.03% May 21, 2015 - Aug 11, 2016	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-13.98% Apr 14, 2010 - Oct 13, 2010	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-12.94% Feb 18, 2025 - May 15, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.16% Apr 2, 2012 - Sep 6, 2012	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.35% Jan 14, 2010 - Mar 9, 2010	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.20% Feb 25, 2026 - Apr 17, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.36% Sep 5, 2014 - Nov 24, 2014	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.88% Jun 2, 2009 - Jul 20, 2009	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.58% May 21, 2013 - Jul 22, 2013	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.25% Sep 2, 2020 - Nov 9, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.99

-101

Dividend Comparison (1999 - 2026)

AOA vs SPY dividend yield comparison.

Year	AOA	SPY
2026	0.29%	0.24%
2025	2.18%	1.07%
2024	2.30%	1.21%
2023	2.22%	1.40%
2022	2.10%	1.65%
2021	1.67%	1.20%
2020	1.71%	1.52%
2019	2.50%	1.75%
2018	2.37%	2.04%
2017	5.09%	1.80%
2016	2.26%	2.03%
2015	2.15%	2.06%
2014	2.18%	1.87%
2013	1.84%	1.81%
2012	2.18%	2.18%
2011	2.21%	2.05%
2010	1.63%	1.80%
2009	2.04%	1.95%
2008	0.71%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%