AOA vs XYLD
Comparison between ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF) and GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF).
5-Year PerformanceAOA has outperformed XYLD, delivering a return of +8.9% compared to +7.6%
AOA vs XYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOA
$3.20B
XYLD
$3.20B
Expense Ratio
Winner
AOA
0.15%
XYLD
0.60%
Max Drawdown
Winner
AOA
28.38%
XYLD
34.69%
Sharpe Ratio
AOA
1.47
Winner
XYLD
1.69
5Y Beta
AOA
0.72
Winner
XYLD
0.64
P/E Ratio
AOA
N/A
XYLD
28.11
Forward P/E
AOA
N/A
XYLD
21.46
5Y Dividends CAGR
Winner
AOA
15.17%
XYLD
1.25%
5Y EPS CAGR
AOA
N/A
XYLD
28.67%
Debt to Equity
AOA
N/A
XYLD
41.33%
P/S Ratio
AOA
N/A
XYLD
3.71
P/B Ratio
AOA
N/A
XYLD
5.59
AOA vs XYLD - Holdings Comparison
AOA and XYLD have 0 common holdings. Overlap is 0.00%
AOA's top 25 holdings weight is 99.78%. XYLD's top 25 holdings weight is 52.01%.
| Rank | AOA | XYLD |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 45.56% | NVIDIA CORP (NVDA) - 8.54% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.38% | APPLE INC (AAPL) - 7.30% |
| #3 | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.02% | MICROSOFT CORP (MSFT) - 5.16% |
| #4 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.25% | AMAZON.COM INC (AMZN) - 3.95% |
| #5 | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.86% | BROADCOM INC (AVGO) - 3.60% |
| #6 | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.51% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #7 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20% | ALPHABET INC CLASS C (GOOG) - 2.64% |
| #8 | N/A | META PLATFORMS INC CLASS A (META) - 2.06% |
| #9 | N/A | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #10 | N/A | TESLA INC (TSLA) - 1.87% |
| #11 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.36% |
| #12 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.33% |
| #13 | N/A | ELI LILLY AND CO (LLY) - 1.32% |
| #14 | N/A | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #15 | N/A | EXXON MOBIL CORP (XOM) - 0.98% |
| #16 | N/A | JOHNSON & JOHNSON (JNJ) - 0.84% |
| #17 | N/A | VISA INC CLASS A (V) - 0.84% |
| #18 | N/A | INTEL CORP (INTC) - 0.79% |
| #19 | N/A | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #20 | N/A | WALMART INC (WMT) - 0.78% |
| #21 | N/A | THE WALT DISNEY CO (DIS) - 0.28% |
| #22 | N/A | ARISTA NETWORKS INC (ANET) - 0.28% |
| #23 | N/A | NEXTERA ENERGY INC (NEE) - 0.28% |
| #24 | N/A | AMPHENOL CORP CLASS A (APH) - 0.28% |
| #25 | N/A | AMGEN INC (AMGN) - 0.27% |
| Total Holdings | 7 | 466 |
AOA vs XYLD - Historical Returns
Returns include dividend reinvestment.
1M
AOA
+1.03%
Winner
XYLD
+1.20%
3M
Winner
AOA
+9.18%
XYLD
+4.66%
6M
Winner
AOA
+9.56%
XYLD
+6.01%
1Y
Winner
AOA
+21.41%
XYLD
+16.62%
5Y(CAGR)
Winner
AOA
+8.86%
XYLD
+7.60%
10Y(CAGR)
Winner
AOA
+10.65%
XYLD
+8.31%
Max(CAGR)
Winner
AOA
+10.50%
XYLD
+8.18%
AOA vs XYLD - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOA | XYLD |
|---|---|---|
| 2026 | +8.30% | +4.60% |
| 2025 | +19.99% | +8.28% |
| 2024 | +14.32% | +19.45% |
| 2023 | +18.04% | +11.03% |
| 2022 | -16.54% | -12.48% |
| 2021 | +15.99% | +20.21% |
| 2020 | +11.88% | -1.44% |
| 2019 | +22.58% | +20.99% |
| 2018 | -8.43% | -7.25% |
| 2017 | +19.48% | +16.08% |
| 2016 | +9.03% | +8.87% |
| 2015 | -0.97% | +0.47% |
| 2014 | +7.12% | +8.61% |
| 2013 | +20.51% | +13.95% |
| 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 XYLD Drawdown Comparison
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current AOA drawdown is -1.44%. The current XYLD drawdown is -0.29%.
| Rank | AOA | XYLD |
|---|---|---|
| #1 | -28.38% Feb 12, 2020 - Aug 24, 2020 | -33.44% Feb 19, 2020 - Mar 15, 2021 |
| #2 | -24.37% Nov 11, 2008 - May 6, 2009 | -18.66% Apr 4, 2022 - Mar 12, 2024 |
| #3 | -23.62% Jan 4, 2022 - Feb 7, 2024 | -18.10% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -20.16% Apr 29, 2011 - Mar 13, 2012 | -15.53% Feb 19, 2025 - Oct 20, 2025 |
| #5 | -16.11% Jan 26, 2018 - Jul 2, 2019 | -12.17% Jun 22, 2015 - Jun 23, 2016 |
| #6 | -15.03% May 21, 2015 - Aug 11, 2016 | -9.10% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -13.98% Apr 14, 2010 - Oct 13, 2010 | -6.96% Sep 18, 2014 - Nov 24, 2014 |
| #8 | -12.94% Feb 18, 2025 - May 15, 2025 | -6.02% Jan 4, 2022 - Mar 24, 2022 |
| #9 | -9.16% Apr 2, 2012 - Sep 6, 2012 | -5.79% Jul 26, 2019 - Oct 30, 2019 |
| #10 | -8.35% Jan 14, 2010 - Mar 9, 2010 | -5.30% Feb 25, 2026 - Apr 30, 2026 |
| #11 | -8.20% Feb 25, 2026 - Apr 17, 2026 | -5.26% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -7.36% Sep 5, 2014 - Nov 24, 2014 | -5.19% Jul 18, 2024 - Aug 15, 2024 |
| #13 | -6.88% Jun 2, 2009 - Jul 20, 2009 | -4.63% Jun 23, 2016 - Jul 11, 2016 |
| #14 | -6.58% May 21, 2013 - Jul 22, 2013 | -4.07% Dec 29, 2014 - Feb 13, 2015 |
| #15 | -6.25% Sep 2, 2020 - Nov 9, 2020 | -3.79% Aug 1, 2013 - Sep 18, 2013 |
Correlation
Correlation between AOA and XYLD 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 XYLD dividend yield comparison.
| Year | AOA | XYLD |
|---|---|---|
| 2026 | 0.28% | 4.53% |
| 2025 | 2.18% | 10.51% |
| 2024 | 2.30% | 11.54% |
| 2023 | 2.22% | 10.51% |
| 2022 | 2.10% | 13.43% |
| 2021 | 1.67% | 9.07% |
| 2020 | 1.71% | 7.93% |
| 2019 | 2.50% | 5.76% |
| 2018 | 2.37% | 7.12% |
| 2017 | 5.09% | 5.18% |
| 2016 | 2.26% | 3.23% |
| 2015 | 2.15% | 4.65% |
| 2014 | 2.18% | 4.15% |
| 2013 | 1.84% | 2.49% |
| 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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