AOK vs FXU
Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF).
5-Year PerformanceFXU has outperformed AOK, delivering a return of +12.7% compared to +3.4%
AOK vs FXU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOK vs FXU - Historical Returns
Returns include dividend reinvestment.
AOK vs FXU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AOK | FXU |
|---|---|---|
| 2026 | +3.37% | +9.02% |
| 2025 | +11.44% | +20.86% |
| 2024 | +7.10% | +20.85% |
| 2023 | +10.30% | -1.69% |
| 2022 | -13.75% | +4.44% |
| 2021 | +5.03% | +20.51% |
| 2020 | +8.81% | +2.38% |
| 2019 | +13.65% | +12.50% |
| 2018 | -3.25% | +5.68% |
| 2017 | +9.60% | +0.04% |
| 2016 | +5.60% | +23.04% |
| 2015 | -1.07% | -6.87% |
| 2014 | +4.47% | +27.25% |
| 2013 | +6.05% | +15.85% |
| 2012 | +6.34% | +3.99% |
| 2011 | +4.24% | +9.23% |
| 2010 | +6.63% | +9.33% |
| 2009 | +8.46% | +19.04% |
| 2008 | +4.06% | -27.90% |
| 2007 | N/A | -3.71% |
AOK vs FXU Drawdown Comparison
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.
The current AOK drawdown is -0.85%. The current FXU drawdown is -3.79%.
| Rank | AOK | FXU |
|---|---|---|
| #1 | -18.94% Nov 5, 2021 - Jul 16, 2024 | -49.02% May 22, 2007 - May 10, 2011 |
| #2 | -14.55% Feb 19, 2020 - Jun 8, 2020 | -34.81% Feb 18, 2020 - Apr 14, 2021 |
| #3 | -10.84% Nov 25, 2008 - Dec 9, 2008 | -21.88% Sep 12, 2022 - May 9, 2024 |
| #4 | -9.06% Dec 19, 2008 - May 8, 2009 | -17.01% Jul 7, 2011 - Jul 18, 2012 |
| #5 | -6.42% Apr 24, 2015 - Jun 3, 2016 | -14.69% Jun 16, 2017 - Aug 9, 2018 |
| #6 | -6.15% Jan 26, 2018 - Mar 15, 2019 | -14.65% Dec 29, 2014 - Mar 7, 2016 |
| #7 | -5.02% Nov 14, 2008 - Nov 25, 2008 | -14.50% Apr 20, 2022 - Aug 12, 2022 |
| #8 | -4.96% Feb 26, 2025 - May 13, 2025 | -10.22% Oct 18, 2012 - Mar 15, 2013 |
| #9 | -4.50% Feb 25, 2026 - Apr 17, 2026 | -9.25% Dec 3, 2018 - Mar 13, 2019 |
| #10 | -4.43% May 21, 2013 - Sep 18, 2013 | -9.03% Nov 26, 2024 - Mar 17, 2025 |
| #11 | -3.79% May 8, 2009 - Jun 12, 2009 | -9.00% Jul 25, 2016 - Feb 17, 2017 |
| #12 | -3.68% Jul 22, 2011 - Oct 28, 2011 | -8.63% Apr 9, 2026 - Jun 1, 2026 |
| #13 | -3.64% Jun 12, 2009 - Aug 4, 2009 | -8.57% Apr 2, 2025 - May 2, 2025 |
| #14 | -3.50% Dec 6, 2024 - Feb 26, 2025 | -7.91% Sep 2, 2021 - Dec 15, 2021 |
| #15 | -3.41% Sep 7, 2016 - Feb 23, 2017 | -7.88% Jun 30, 2014 - Oct 28, 2014 |
Correlation
Correlation between AOK and FXU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
AOK vs FXU dividend yield comparison.
| Year | AOK | FXU |
|---|---|---|
| 2026 | 1.59% | 0.91% |
| 2025 | 3.28% | 2.29% |
| 2024 | 3.23% | 2.41% |
| 2023 | 2.93% | 2.52% |
| 2022 | 2.25% | 2.03% |
| 2021 | 1.55% | 2.00% |
| 2020 | 2.10% | 3.97% |
| 2019 | 2.71% | 2.34% |
| 2018 | 2.68% | 2.40% |
| 2017 | 2.91% | 3.81% |
| 2016 | 2.14% | 2.62% |
| 2015 | 2.02% | 3.90% |
| 2014 | 2.08% | 2.14% |
| 2013 | 1.82% | 4.14% |
| 2012 | 2.05% | 3.09% |
| 2011 | 2.35% | 1.83% |
| 2010 | 1.78% | 2.68% |
| 2009 | 2.33% | 2.84% |
| 2008 | 0.44% | 0.99% |
| 2007 | 0.00% | 4.36% |
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