AOK vs PIZ

Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).

5-Year PerformancePIZ has outperformed AOK, delivering a return of +9.7% compared to +3.6%

AOK vs PIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOK(ETF)	PIZ(ETF)
Net Assets	$787M	$785M
Expense Ratio	0.15%	0.80%
Max Drawdown	20.42%	61.09%
Sharpe Ratio	1.17	0.99
5Y Beta	0.30	0.92
5Y Dividends CAGR	14.05%	48.47%

Net Assets

Winner

AOK

$787M

PIZ

$785M

Expense Ratio

Winner

AOK

0.15%

PIZ

0.80%

Max Drawdown

Winner

AOK

20.42%

PIZ

61.09%

Sharpe Ratio

Winner

AOK

1.17

PIZ

0.99

5Y Beta

Winner

AOK

0.30

PIZ

0.92

5Y Dividends CAGR

AOK

14.05%

Winner

PIZ

48.47%

AOK vs PIZ - Historical Returns

Returns include dividend reinvestment.

Period	AOK	PIZ
1 month	+0.69%	-4.07%
3 months	+3.90%	+10.43%
6 months	+4.29%	+14.67%
1 year	+10.47%	+24.28%
5 years(CAGR)	+3.63%	+9.72%
10 years(CAGR)	+5.17%	+10.92%
Max(CAGR)	+5.40%	+6.22%

Winner

AOK

+0.69%

PIZ

-4.07%

AOK

+3.90%

Winner

PIZ

+10.43%

AOK

+4.29%

Winner

PIZ

+14.67%

AOK

+10.47%

Winner

PIZ

+24.28%

5Y(CAGR)

AOK

+3.63%

Winner

PIZ

+9.72%

10Y(CAGR)

AOK

+5.17%

Winner

PIZ

+10.92%

Max(CAGR)

AOK

+5.40%

Winner

PIZ

+6.22%

AOK vs PIZ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOK	PIZ
2026	+3.62%	+12.39%
2025	+11.44%	+38.01%
2024	+7.10%	+18.15%
2023	+10.30%	+18.01%
2022	-13.75%	-30.42%
2021	+5.03%	+19.82%
2020	+8.81%	+16.95%
2019	+13.65%	+28.15%
2018	-3.25%	-16.56%
2017	+9.60%	+30.52%
2016	+5.60%	-6.35%
2015	-1.07%	-0.12%
2014	+4.47%	-6.69%
2013	+6.05%	+34.14%
2012	+6.34%	+15.32%
2011	+4.24%	-19.66%
2010	+6.63%	+17.77%
2009	+8.46%	+36.14%
2008	+4.06%	-43.80%

AOK vs PIZ Drawdown Comparison

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.

The current AOK drawdown is -0.55%. The current PIZ drawdown is -6.39%.

Rank	AOK	PIZ
#1	-18.94% Nov 5, 2021 - Jul 16, 2024	-60.61% May 19, 2008 - Sep 17, 2013
#2	-14.55% Feb 19, 2020 - Jun 8, 2020	-40.94% Sep 2, 2021 - Feb 12, 2025
#3	-10.84% Nov 25, 2008 - Dec 9, 2008	-36.44% Feb 12, 2020 - Aug 6, 2020
#4	-9.06% Dec 19, 2008 - May 8, 2009	-24.78% Jan 26, 2018 - Dec 27, 2019
#5	-6.42% Apr 24, 2015 - Jun 3, 2016	-22.95% Mar 6, 2014 - Jul 17, 2017
#6	-6.15% Jan 26, 2018 - Mar 15, 2019	-14.68% Feb 18, 2025 - Apr 22, 2025
#7	-5.02% Nov 14, 2008 - Nov 25, 2008	-14.36% Feb 26, 2026 - Apr 14, 2026
#8	-4.96% Feb 26, 2025 - May 13, 2025	-12.24% Jan 10, 2008 - Feb 27, 2008
#9	-4.50% Feb 25, 2026 - Apr 17, 2026	-11.04% May 8, 2026 - Jun 10, 2026
#10	-4.43% May 21, 2013 - Sep 18, 2013	-10.75% Feb 27, 2008 - Apr 3, 2008
#11	-3.79% May 8, 2009 - Jun 12, 2009	-9.01% Feb 16, 2021 - Apr 8, 2021
#12	-3.68% Jul 22, 2011 - Oct 28, 2011	-8.27% Oct 12, 2020 - Nov 5, 2020
#13	-3.64% Jun 12, 2009 - Aug 4, 2009	-6.93% Jan 15, 2014 - Feb 18, 2014
#14	-3.50% Dec 6, 2024 - Feb 26, 2025	-5.91% Nov 3, 2025 - Dec 11, 2025
#15	-3.41% Sep 7, 2016 - Feb 23, 2017	-5.42% Sep 18, 2013 - Oct 18, 2013

Correlation

Correlation between AOK and PIZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2008 - 2026)

AOK vs PIZ dividend yield comparison.

Year	AOK	PIZ
2026	1.09%	0.27%
2025	3.28%	1.55%
2024	3.23%	1.68%
2023	2.93%	1.86%
2022	2.25%	2.04%
2021	1.55%	1.01%
2020	2.10%	0.37%
2019	2.71%	1.58%
2018	2.68%	1.06%
2017	2.91%	1.30%
2016	2.14%	2.21%
2015	2.02%	1.09%
2014	2.08%	1.61%
2013	1.82%	2.81%
2012	2.05%	1.96%
2011	2.35%	2.90%
2010	1.78%	0.43%
2009	2.33%	2.10%
2008	0.44%	2.15%