AOA vs USCA
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF).
AOA vs USCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3.20B
Winner
USCA
$3.30B
Expense Ratio
AOA
0.15%
Winner
USCA
0.07%
Max Drawdown
AOA
28.38%
Winner
USCA
19.36%
Sharpe Ratio
Winner
AOA
1.67
USCA
1.09
5Y Beta
Winner
AOA
0.72
USCA
0.96
P/E Ratio
AOA
N/A
USCA
29.63
Forward P/E
AOA
N/A
USCA
23.12
PEG Ratio
AOA
N/A
USCA
0.38
5Y Dividends CAGR
AOA
15.17%
USCA
N/A
5Y EPS CAGR
AOA
N/A
USCA
29.20%
Debt to Equity
AOA
N/A
USCA
43.44%
AOA vs USCA - Holdings Comparison
AOA and USCA have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.89%. USCA's top 25 holdings weight is 55.19%.
| Rank | AOA | USCA |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.26% | NVIDIA CORP (NVDA) - 9.17% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.48% | APPLE INC (AAPL) - 8.14% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.59% | MICROSOFT CORP (MSFT) - 5.43% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.79% | AMAZON.COM INC (AMZN) - 4.51% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.97% | ALPHABET INC CLASS A (GOOGL) - 4.05% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.56% | BROADCOM INC (AVGO) - 3.36% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.24% | ALPHABET INC CLASS C (GOOG) - 3.20% |
| #8 | N/A | META PLATFORMS INC CLASS A (META) - 2.45% |
| #9 | N/A | TESLA INC (TSLA) - 2.13% |
| #10 | N/A | ELI LILLY AND CO (LLY) - 1.75% |
| #11 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.48% |
| #12 | N/A | JPMORGAN CHASE & CO (JPM) - 1.20% |
| #13 | N/A | JOHNSON & JOHNSON (JNJ) - 1.09% |
| #14 | N/A | VISA INC CLASS A (V) - 1.04% |
| #15 | N/A | WALMART INC (WMT) - 0.99% |
| #16 | N/A | CISCO SYSTEMS INC (CSCO) - 0.91% |
| #17 | N/A | MASTERCARD INC CLASS A (MA) - 0.77% |
| #18 | N/A | ABBVIE INC (ABBV) - 0.76% |
| #19 | N/A | UNITEDHEALTH GROUP INC (UNH) - 0.72% |
| #20 | N/A | PROCTER & GAMBLE CO (PG) - 0.66% |
| #21 | N/A | CHARLES SCHWAB CORP (SCHW) - 0.28% |
| #22 | N/A | WELLTOWER INC (WELL) - 0.28% |
| #23 | N/A | BLACKROCK INC (BLK) - 0.28% |
| #24 | N/A | SALESFORCE INC (CRM) - 0.27% |
| #25 | N/A | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27% |
| Total Holdings | 7 | 370 |
AOA vs USCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOA
+2.47%
USCA
+0.59%
3M
AOA
+10.78%
Winner
USCA
+11.35%
6M
Winner
AOA
+11.07%
USCA
+6.50%
1Y
Winner
AOA
+24.10%
USCA
+18.32%
5Y(CAGR)
AOA
+9.51%
USCA
N/A
10Y(CAGR)
AOA
+10.76%
USCA
N/A
Max(CAGR)
AOA
+10.56%
Winner
USCA
+20.92%
AOA vs USCA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | USCA |
|---|---|---|
| 2026 | +9.41% | +5.94% |
| 2025 | +19.99% | +14.76% |
| 2024 | +14.32% | +27.94% |
| 2023 | +18.04% | +19.93% |
| 2022 | -16.54% | N/A |
| 2021 | +15.99% | N/A |
| 2020 | +11.88% | N/A |
| 2019 | +22.58% | N/A |
| 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 USCA Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current AOA drawdown is -0.43%. The current USCA drawdown is -2.28%.
| Rank | AOA | USCA |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -19.14% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -10.25% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -9.97% Jul 31, 2023 - Nov 22, 2023 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -5.56% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -5.48% Mar 28, 2024 - May 15, 2024 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -4.85% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -2.65% Apr 19, 2023 - Apr 28, 2023 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -2.56% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -2.42% Jul 25, 2025 - Aug 13, 2025 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -2.38% May 1, 2023 - May 17, 2023 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -2.30% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -2.17% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between AOA and USCA 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 USCA dividend yield comparison.
| Year | AOA | USCA |
|---|---|---|
| 2026 | 0.28% | 0.52% |
| 2025 | 2.18% | 1.14% |
| 2024 | 2.30% | 1.22% |
| 2023 | 2.22% | 1.15% |
| 2022 | 2.10% | 0.00% |
| 2021 | 1.67% | 0.00% |
| 2020 | 1.71% | 0.00% |
| 2019 | 2.50% | 0.00% |
| 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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