FELV vs AOA
Comparison between FIDELITY ENHANCED LARGE CAP VALUE ETF (FELV, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
FELV vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FELV
$3.20B
AOA
$3.20B
Expense Ratio
FELV
0.18%
Winner
AOA
0.15%
Max Drawdown
Winner
FELV
16.87%
AOA
28.38%
Sharpe Ratio
Winner
FELV
2.28
AOA
1.31
5Y Beta
FELV
0.75
Winner
AOA
0.72
P/E Ratio
FELV
23.92
AOA
N/A
Forward P/E
FELV
18.75
AOA
N/A
5Y Dividends CAGR
FELV
N/A
AOA
13.36%
5Y EPS CAGR
FELV
15.29%
AOA
N/A
Debt to Equity
FELV
53.83%
AOA
N/A
P/S Ratio
FELV
2.46
AOA
N/A
P/B Ratio
FELV
3.50
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 39.08%. AOA's top 25 holdings weight is 99.91%.
| Rank | FELV | AOA |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.85% | ISHARES CORE S&P 500 ETF (IVV) - 45.71% |
| #2 | AMAZON.COM INC (AMZN) - 5.54% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.39% |
| #3 | MICROSOFT CORP (MSFT) - 3.52% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.27% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.06% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.83% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.67% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.90% |
| #6 | EXXON MOBIL CORP (XOM) - 1.88% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.55% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.36% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.26% |
| #8 | INTEL CORP (INTC) - 1.24% | N/A |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.22% | N/A |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.20% | N/A |
| #11 | RTX CORP (RTX) - 1.11% | N/A |
| #12 | CHEVRON CORP (CVX) - 1.05% | N/A |
| #13 | WELLS FARGO & CO (WFC) - 1.02% | N/A |
| #14 | WALMART INC (WMT) - 1.02% | N/A |
| #15 | CHARLES SCHWAB CORP (SCHW) - 0.97% | N/A |
| #16 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.90% | N/A |
| #17 | BANK OF AMERICA CORP (BAC) - 0.89% | N/A |
| #18 | MORGAN STANLEY (MS) - 0.84% | N/A |
| #19 | WELLTOWER INC (WELL) - 0.83% | N/A |
| #20 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.82% | N/A |
| #21 | CINTAS CORP (CTAS) - 0.43% | N/A |
| #22 | CITIGROUP INC (C) - 0.43% | N/A |
| #23 | AMETEK INC (AME) - 0.41% | N/A |
| #24 | ALPHABET INC CLASS C (GOOG) - 0.41% | N/A |
| #25 | T-MOBILE US INC (TMUS) - 0.41% | N/A |
| Total Holdings | 322 | 7 |
FELV vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FELV
+2.97%
AOA
-0.62%
3M
Winner
FELV
+12.81%
AOA
+4.30%
6M
Winner
FELV
+16.54%
AOA
+6.89%
1Y
Winner
FELV
+32.28%
AOA
+19.33%
5Y(CAGR)
FELV
N/A
AOA
+9.04%
10Y(CAGR)
FELV
N/A
AOA
+10.28%
Max(CAGR)
Winner
FELV
+22.89%
AOA
+10.46%
FELV vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FELV | AOA |
|---|---|---|
| 2026 | +19.11% | +8.65% |
| 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 AOA drawdown is -1.12%.
| 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 | -2.59% Jun 4, 2026 - Jun 12, 2026 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -2.13% Nov 11, 2024 - Nov 22, 2024 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -2.11% Jul 17, 2024 - Jul 31, 2024 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -1.91% Jan 8, 2024 - Jan 25, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -1.89% Oct 27, 2025 - Nov 11, 2025 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -1.61% Dec 19, 2023 - Dec 26, 2023 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -1.54% Dec 11, 2025 - Dec 24, 2025 | -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 | 0.73% | 0.98% |
| 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% |
Select Stocks to Compare
Popular: FELV vs SPYAOA vs SPY
More Comparisons
Compare with similar stocks