DOL vs AOK

Comparison between WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).

5-Year PerformanceDOL has outperformed AOK, delivering a return of +12.6% compared to +3.4%

DOL vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DOL(ETF)	AOK(ETF)
Net Assets	$815M	$813M
Expense Ratio	0.48%	0.15%
Max Drawdown	63.89%	20.42%
Sharpe Ratio	1.46	0.88
5Y Beta	0.64	0.30
5Y Dividends CAGR	12.23%	14.23%

Net Assets

Winner

DOL

$815M

AOK

$813M

Expense Ratio

DOL

0.48%

Winner

AOK

0.15%

Max Drawdown

DOL

63.89%

Winner

AOK

20.42%

Sharpe Ratio

Winner

DOL

1.46

AOK

0.88

5Y Beta

DOL

0.64

Winner

AOK

0.30

5Y Dividends CAGR

DOL

12.23%

Winner

AOK

14.23%

DOL vs AOK - Historical Returns

Returns include dividend reinvestment.

Period	DOL	AOK
1 month	-1.13%	-0.55%
3 months	+5.42%	+1.32%
6 months	+10.74%	+2.73%
1 year	+28.27%	+8.98%
5 years(CAGR)	+12.61%	+3.44%
10 years(CAGR)	+9.70%	+4.92%
Max(CAGR)	+5.79%	+5.35%

DOL

-1.13%

Winner

AOK

-0.55%

Winner

DOL

+5.42%

AOK

+1.32%

Winner

DOL

+10.74%

AOK

+2.73%

Winner

DOL

+28.27%

AOK

+8.98%

5Y(CAGR)

Winner

DOL

+12.61%

AOK

+3.44%

10Y(CAGR)

Winner

DOL

+9.70%

AOK

+4.92%

Max(CAGR)

Winner

DOL

+5.79%

AOK

+5.35%

DOL vs AOK - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DOL	AOK
2026	+13.00%	+3.37%
2025	+37.90%	+11.44%
2024	+4.93%	+7.10%
2023	+16.05%	+10.30%
2022	-7.26%	-13.75%
2021	+10.74%	+5.03%
2020	-4.00%	+8.81%
2019	+19.44%	+13.65%
2018	-13.40%	-3.25%
2017	+21.57%	+9.60%
2016	+4.43%	+5.60%
2015	-4.18%	-1.07%
2014	-3.87%	+4.47%
2013	+18.19%	+6.05%
2012	+13.34%	+6.34%
2011	-9.00%	+4.24%
2010	-0.84%	+6.63%
2009	+22.52%	+8.46%
2008	-39.88%	+4.06%
2007	+13.30%	N/A
2006	+22.10%	N/A

DOL vs AOK Drawdown Comparison

The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.

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

The current DOL drawdown is -1.45%. The current AOK drawdown is -0.85%.

Rank	DOL	AOK
#1	-60.78% Oct 31, 2007 - Sep 7, 2017	-18.94% Nov 5, 2021 - Jul 16, 2024
#2	-35.97% Jan 26, 2018 - Apr 15, 2021	-14.55% Feb 19, 2020 - Jun 8, 2020
#3	-24.60% Jan 12, 2022 - Jun 15, 2023	-10.84% Nov 25, 2008 - Dec 9, 2008
#4	-12.48% Jul 12, 2007 - Sep 27, 2007	-9.06% Dec 19, 2008 - May 8, 2009
#5	-12.43% Mar 18, 2025 - Apr 24, 2025	-6.42% Apr 24, 2015 - Jun 3, 2016
#6	-11.33% Feb 25, 2026 - May 6, 2026	-6.15% Jan 26, 2018 - Mar 15, 2019
#7	-9.62% Sep 26, 2024 - Feb 25, 2025	-5.02% Nov 14, 2008 - Nov 25, 2008
#8	-8.80% Jul 28, 2023 - Dec 13, 2023	-4.96% Feb 26, 2025 - May 13, 2025
#9	-8.04% Feb 26, 2007 - Apr 3, 2007	-4.50% Feb 25, 2026 - Apr 17, 2026
#10	-6.86% Aug 13, 2021 - Jan 4, 2022	-4.43% May 21, 2013 - Sep 18, 2013
#11	-6.73% Jul 12, 2024 - Aug 19, 2024	-3.79% May 8, 2009 - Jun 12, 2009
#12	-4.93% Jul 10, 2006 - Jul 28, 2006	-3.68% Jul 22, 2011 - Oct 28, 2011
#13	-4.91% Nov 12, 2025 - Dec 10, 2025	-3.64% Jun 12, 2009 - Aug 4, 2009
#14	-4.88% Aug 22, 2006 - Oct 16, 2006	-3.50% Dec 6, 2024 - Feb 26, 2025
#15	-4.47% Jun 15, 2021 - Aug 13, 2021	-3.41% Sep 7, 2016 - Feb 23, 2017

Correlation

Correlation between DOL and AOK is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

DOL vs AOK dividend yield comparison.

Year	DOL	AOK
2026	1.62%	1.59%
2025	2.83%	3.28%
2024	3.78%	3.23%
2023	4.02%	2.93%
2022	4.47%	2.25%
2021	3.58%	1.55%
2020	2.82%	2.10%
2019	3.50%	2.71%
2018	4.03%	2.68%
2017	3.17%	2.91%
2016	3.58%	2.14%
2015	3.66%	2.02%
2014	5.02%	2.08%
2013	3.20%	1.82%
2012	3.43%	2.05%
2011	4.72%	2.35%
2010	3.47%	1.78%
2009	3.24%	2.33%
2008	6.11%	0.44%
2007	2.02%	0.00%
2006	0.49%	0.00%