AOK vs OUSA
Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF).
5-Year PerformanceOUSA has outperformed AOK, delivering a return of +8.8% compared to +3.5%
AOK vs OUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOK vs OUSA - Historical Returns
Returns include dividend reinvestment.
AOK vs OUSA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOK | OUSA |
|---|---|---|
| 2026 | +2.77% | +2.44% |
| 2025 | +11.44% | +10.84% |
| 2024 | +7.10% | +17.36% |
| 2023 | +10.30% | +13.30% |
| 2022 | -13.75% | -8.93% |
| 2021 | +5.03% | +25.28% |
| 2020 | +8.81% | +6.47% |
| 2019 | +13.65% | +25.40% |
| 2018 | -3.25% | -3.27% |
| 2017 | +9.60% | +18.33% |
| 2016 | +5.60% | +13.66% |
| 2015 | -1.07% | +1.16% |
| 2014 | +4.47% | N/A |
| 2013 | +6.05% | N/A |
| 2012 | +6.34% | N/A |
| 2011 | +4.24% | N/A |
| 2010 | +6.63% | N/A |
| 2009 | +8.46% | N/A |
| 2008 | +4.06% | N/A |
AOK vs OUSA Drawdown Comparison
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current AOK drawdown is -1.37%. The current OUSA drawdown is -1.69%.
| Rank | AOK | OUSA |
|---|---|---|
| #1 | -18.94% Nov 5, 2021 - Jul 16, 2024 | -33.12% Jan 17, 2020 - Aug 25, 2020 |
| #2 | -14.55% Feb 19, 2020 - Jun 8, 2020 | -19.54% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -10.84% Nov 25, 2008 - Dec 9, 2008 | -13.29% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -9.06% Dec 19, 2008 - May 8, 2009 | -13.14% Nov 29, 2024 - Aug 12, 2025 |
| #5 | -6.42% Apr 24, 2015 - Jun 3, 2016 | -10.66% Jan 26, 2018 - Sep 18, 2018 |
| #6 | -6.15% Jan 26, 2018 - Mar 15, 2019 | -10.63% Jul 16, 2015 - Oct 22, 2015 |
| #7 | -5.02% Nov 14, 2008 - Nov 25, 2008 | -9.16% Sep 2, 2020 - Dec 4, 2020 |
| #8 | -4.96% Feb 26, 2025 - May 13, 2025 | -8.36% Feb 6, 2026 - Mar 27, 2026 |
| #9 | -4.50% Feb 25, 2026 - Apr 17, 2026 | -7.75% Nov 3, 2015 - Mar 2, 2016 |
| #10 | -4.43% May 21, 2013 - Sep 18, 2013 | -7.47% Jul 22, 2016 - Feb 13, 2017 |
| #11 | -3.79% May 8, 2009 - Jun 12, 2009 | -6.14% Aug 16, 2021 - Nov 3, 2021 |
| #12 | -3.68% Jul 22, 2011 - Oct 28, 2011 | -5.17% Mar 28, 2024 - May 15, 2024 |
| #13 | -3.64% Jun 12, 2009 - Aug 4, 2009 | -5.13% Apr 24, 2019 - Jun 18, 2019 |
| #14 | -3.50% Dec 6, 2024 - Feb 26, 2025 | -5.06% Jul 29, 2019 - Sep 12, 2019 |
| #15 | -3.41% Sep 7, 2016 - Feb 23, 2017 | -4.98% Jul 16, 2024 - Aug 15, 2024 |
Correlation
Correlation between AOK and OUSA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
AOK vs OUSA dividend yield comparison.
| Year | AOK | OUSA |
|---|---|---|
| 2026 | 1.10% | 0.59% |
| 2025 | 3.28% | 1.39% |
| 2024 | 3.23% | 1.50% |
| 2023 | 2.93% | 1.80% |
| 2022 | 2.25% | 1.92% |
| 2021 | 1.55% | 1.56% |
| 2020 | 2.10% | 2.03% |
| 2019 | 2.71% | 2.31% |
| 2018 | 2.68% | 3.06% |
| 2017 | 2.91% | 2.15% |
| 2016 | 2.14% | 2.32% |
| 2015 | 2.02% | 1.17% |
| 2014 | 2.08% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.05% | 0.00% |
| 2011 | 2.35% | 0.00% |
| 2010 | 1.78% | 0.00% |
| 2009 | 2.33% | 0.00% |
| 2008 | 0.44% | 0.00% |
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