AOA vs WTV
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed AOA, delivering a return of +14.0% compared to +9.2%
AOA vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3.20B
WTV
$3.20B
Expense Ratio
AOA
0.15%
Winner
WTV
0.12%
Max Drawdown
Winner
AOA
28.38%
WTV
42.18%
Sharpe Ratio
AOA
1.39
Winner
WTV
1.71
5Y Beta
Winner
AOA
0.72
WTV
0.78
P/E Ratio
AOA
N/A
WTV
20.08
Forward P/E
AOA
N/A
WTV
14.37
PEG Ratio
AOA
N/A
WTV
0.25
5Y Dividends CAGR
AOA
13.36%
Winner
WTV
19.62%
5Y EPS CAGR
AOA
N/A
WTV
17.28%
Debt to Equity
AOA
N/A
WTV
20.22%
P/S Ratio
AOA
N/A
WTV
1.54
P/B Ratio
AOA
N/A
WTV
2.68
AOA vs WTV - Holdings Comparison
AOA and WTV have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.90%. WTV's top 25 holdings weight is 39.76%.
| Rank | AOA | WTV |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.77% | NVIDIA CORP (NVDA) - 3.19% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% | n/a (DELL) - 2.89% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% | CISCO SYSTEMS INC (CSCO) - 1.92% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% | SOUTHWEST AIRLINES CO (LUV) - 1.82% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% | CITIGROUP INC (C) - 1.81% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% | ZOOM COMMUNICATIONS INC (ZM) - 1.72% |
| #8 | N/A | SALESFORCE INC (CRM) - 1.70% |
| #9 | N/A | DAVITA INC (DVA) - 1.69% |
| #10 | N/A | TARGET CORP (TGT) - 1.60% |
| #11 | N/A | VIATRIS INC (VTRS) - 1.47% |
| #12 | N/A | MORGAN STANLEY (MS) - 1.40% |
| #13 | N/A | BALL CORP (BALL) - 1.38% |
| #14 | N/A | MERCK & CO INC (MRK) - 1.37% |
| #15 | N/A | ALTRIA GROUP INC (MO) - 1.33% |
| #16 | N/A | META PLATFORMS INC CLASS A (META) - 1.30% |
| #17 | N/A | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% |
| #18 | N/A | EDISON INTERNATIONAL (EIX) - 1.22% |
| #19 | N/A | RYDER SYSTEM INC (R) - 1.21% |
| #20 | N/A | THE KRAFT HEINZ CO (KHC) - 1.20% |
| #21 | N/A | ADOBE INC (ADBE) - 1.18% |
| #22 | N/A | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% |
| #23 | N/A | UNITEDHEALTH GROUP INC (UNH) - 1.12% |
| #24 | N/A | VERIZON COMMUNICATIONS INC (VZ) - 1.10% |
| #25 | N/A | REGIONS FINANCIAL CORP (RF) - 1.08% |
| Total Holdings | 7 | 124 |
AOA vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
AOA
+2.63%
Winner
WTV
+3.46%
3M
AOA
+4.32%
Winner
WTV
+8.20%
6M
Winner
AOA
+8.50%
WTV
+8.24%
1Y
AOA
+20.86%
Winner
WTV
+26.37%
5Y(CAGR)
AOA
+9.23%
Winner
WTV
+14.01%
10Y(CAGR)
AOA
+10.43%
Winner
WTV
+13.87%
Max(CAGR)
AOA
+10.59%
Winner
WTV
+13.87%
AOA vs WTV - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | WTV |
|---|---|---|
| 2026 | +11.49% | +15.48% |
| 2025 | +19.99% | +14.03% |
| 2024 | +14.32% | +23.99% |
| 2023 | +18.04% | +22.85% |
| 2022 | -16.54% | -8.18% |
| 2021 | +15.99% | +31.79% |
| 2020 | +11.88% | +5.42% |
| 2019 | +22.58% | +29.11% |
| 2018 | -8.43% | -8.58% |
| 2017 | +19.48% | +1.14% |
| 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 WTV Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current WTV drawdown is -0.34%.
| Rank | AOA | WTV |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between AOA and WTV 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 WTV dividend yield comparison.
| Year | AOA | WTV |
|---|---|---|
| 2026 | 0.96% | 1.03% |
| 2025 | 2.18% | 1.59% |
| 2024 | 2.30% | 1.54% |
| 2023 | 2.22% | 1.62% |
| 2022 | 2.10% | 2.08% |
| 2021 | 1.67% | 1.55% |
| 2020 | 1.71% | 1.63% |
| 2019 | 2.50% | 1.44% |
| 2018 | 2.37% | 1.94% |
| 2017 | 5.09% | 0.41% |
| 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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