FELV vs AOA
Comparison between FIDELITY ENHANCED LARGE CAP VALUE ETF (FELV, ETF) and iShares Core Aggressive Allocation ETF (AOA, ETF).
FELV vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FELV
$2.90B
Winner
AOA
$3B
Expense Ratio
FELV
0.18%
Winner
AOA
0.15%
Max Drawdown
Winner
FELV
16.87%
AOA
28.38%
Sharpe Ratio
Winner
FELV
2.16
AOA
1.84
5Y Beta
FELV
0.75
Winner
AOA
0.71
P/E Ratio
FELV
22.03
AOA
N/A
Forward P/E
FELV
17.13
AOA
N/A
5Y Dividends CAGR
FELV
N/A
AOA
15.17%
5Y EPS CAGR
FELV
16.85%
AOA
N/A
Debt to Equity
FELV
47.23%
AOA
N/A
P/S Ratio
FELV
2.32
AOA
N/A
P/B Ratio
FELV
3.32
AOA
N/A
FELV vs AOA - Holdings Comparison
FELV and AOA have 0 common holdings. Overlap is 0.00%
FELV's top 25 holdings weight is 35.12%. AOA's top 25 holdings weight is 99.83%.
| Rank | FELV | AOA |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.18% | ISHARES CORE S&P 500 ETF (IVV) - 45.58% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.03% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.55% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.52% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.27% |
| #4 | AMAZON.COM INC (AMZN) - 2.30% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.83% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.28% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.90% |
| #6 | EXXON MOBIL CORP (XOM) - 2.03% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.50% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.83% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20% |
| #8 | INTEL CORP (INTC) - 1.76% | N/A |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.32% | N/A |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.25% | N/A |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.10% | N/A |
| #12 | WALMART INC (WMT) - 1.09% | N/A |
| #13 | LINDE PLC (LIN) - 1.04% | N/A |
| #14 | RTX CORP (RTX) - 1.00% | N/A |
| #15 | WELLS FARGO & CO (WFC) - 0.94% | N/A |
| #16 | CHEVRON CORP (CVX) - 0.92% | N/A |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.89% | N/A |
| #18 | WELLTOWER INC (WELL) - 0.89% | N/A |
| #19 | AT&T INC (T) - 0.87% | N/A |
| #20 | MORGAN STANLEY (MS) - 0.86% | N/A |
| #21 | CHARLES SCHWAB CORP (SCHW) - 0.85% | N/A |
| #22 | FIDELITY CASH CENTRAL FUND (n/a) - 0.83% | N/A |
| #23 | FORD MOTOR CO (F) - 0.78% | N/A |
| #24 | PROCTER & GAMBLE CO (PG) - 0.78% | N/A |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% | N/A |
| Total Holdings | 354 | 7 |
FELV vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
FELV
+3.64%
Winner
AOA
+3.68%
3M
Winner
FELV
+7.48%
AOA
+6.18%
6M
Winner
FELV
+15.54%
AOA
+11.47%
1Y
Winner
FELV
+29.42%
AOA
+24.74%
5Y(CAGR)
FELV
N/A
AOA
+9.27%
10Y(CAGR)
FELV
N/A
AOA
+10.62%
Max(CAGR)
Winner
FELV
+21.50%
AOA
+10.59%
FELV vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FELV | AOA |
|---|---|---|
| 2026 | +12.83% | +9.48% |
| 2025 | +16.15% | +19.99% |
| 2024 | +15.69% | +14.32% |
| 2023 | +7.19% | +18.04% |
| 2022 | N/A | -16.54% |
| 2021 | N/A | +15.99% |
| 2020 | N/A | +11.88% |
| 2019 | N/A | +22.58% |
| 2018 | N/A | -8.43% |
| 2017 | N/A | +19.48% |
| 2016 | N/A | +9.03% |
| 2015 | N/A | -0.97% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +20.51% |
| 2012 | N/A | +13.52% |
| 2011 | N/A | -2.65% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +23.86% |
| 2008 | N/A | -2.55% |
FELV vs AOA Drawdown Comparison
The maximum drawdown for FELV was -16.09%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current FELV drawdown is -0.08%.
| Rank | FELV | AOA |
|---|---|---|
| #1 | -16.09% Nov 29, 2024 - Aug 13, 2025 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -6.85% Feb 27, 2026 - Apr 14, 2026 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -5.34% Mar 28, 2024 - Jul 12, 2024 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -5.15% Jul 31, 2024 - Aug 19, 2024 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -4.23% Nov 12, 2025 - Nov 28, 2025 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -3.39% Aug 30, 2024 - Sep 19, 2024 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -2.88% Oct 3, 2025 - Oct 21, 2025 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -2.67% Oct 16, 2024 - Nov 6, 2024 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -2.13% Nov 11, 2024 - Nov 22, 2024 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -2.11% Jul 17, 2024 - Jul 31, 2024 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -1.91% Jan 8, 2024 - Jan 25, 2024 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -1.89% Oct 27, 2025 - Nov 11, 2025 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -1.61% Dec 19, 2023 - Dec 26, 2023 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -1.54% Dec 11, 2025 - Dec 24, 2025 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -1.52% Feb 12, 2024 - Feb 15, 2024 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between FELV and AOA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
FELV vs AOA dividend yield comparison.
| Year | FELV | AOA |
|---|---|---|
| 2026 | 0.41% | 0.28% |
| 2025 | 1.67% | 2.18% |
| 2024 | 2.02% | 2.30% |
| 2023 | 0.04% | 2.22% |
| 2022 | 0.00% | 2.10% |
| 2021 | 0.00% | 1.67% |
| 2020 | 0.00% | 1.71% |
| 2019 | 0.00% | 2.50% |
| 2018 | 0.00% | 2.37% |
| 2017 | 0.00% | 5.09% |
| 2016 | 0.00% | 2.26% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.84% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 2.04% |
| 2008 | 0.00% | 0.71% |
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