AOA vs UCON
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
5-Year PerformanceAOA has outperformed UCON, delivering a return of +9.5% compared to +2.8%
AOA vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOA vs UCON - Historical Returns
Returns include dividend reinvestment.
AOA vs UCON - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | UCON |
|---|---|---|
| 2026 | +9.41% | +0.77% |
| 2025 | +19.99% | +7.00% |
| 2024 | +14.32% | +4.90% |
| 2023 | +18.04% | +7.67% |
| 2022 | -16.54% | -5.72% |
| 2021 | +15.99% | +1.05% |
| 2020 | +11.88% | +6.67% |
| 2019 | +22.58% | +7.13% |
| 2018 | -8.43% | +1.11% |
| 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 UCON Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current AOA drawdown is -0.43%. The current UCON drawdown is -0.40%.
| Rank | AOA | UCON |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between AOA and UCON is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
AOA vs UCON dividend yield comparison.
| Year | AOA | UCON |
|---|---|---|
| 2026 | 0.28% | 1.83% |
| 2025 | 2.18% | 4.63% |
| 2024 | 2.30% | 4.95% |
| 2023 | 2.22% | 4.75% |
| 2022 | 2.10% | 3.12% |
| 2021 | 1.67% | 2.20% |
| 2020 | 1.71% | 3.14% |
| 2019 | 2.50% | 3.25% |
| 2018 | 2.37% | 1.76% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks