FWD vs AOA
Comparison between AB DISRUPTORS ETF (FWD, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
FWD vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FWD
$3.20B
AOA
$3.20B
Expense Ratio
FWD
0.65%
Winner
AOA
0.15%
Max Drawdown
FWD
29.02%
Winner
AOA
28.38%
Sharpe Ratio
FWD
1.24
Winner
AOA
1.39
5Y Beta
FWD
1.51
Winner
AOA
0.72
P/E Ratio
FWD
42.52
AOA
N/A
Forward P/E
FWD
27.10
AOA
N/A
PEG Ratio
FWD
0.23
AOA
N/A
5Y Dividends CAGR
FWD
N/A
AOA
13.36%
5Y EPS CAGR
FWD
22.69%
AOA
N/A
Debt to Equity
FWD
-393.33%
AOA
N/A
P/S Ratio
FWD
4.49
AOA
N/A
P/B Ratio
FWD
7.20
AOA
N/A
FWD vs AOA - Holdings Comparison
FWD and AOA have 0 common holdings. Overlap is 0.00%
FWD's top 25 holdings weight is 44.05%. AOA's top 25 holdings weight is 99.90%.
| Rank | FWD | AOA |
|---|---|---|
| #1 | n/a (n/a) - 5.70% | ISHARES CORE S&P 500 ETF (IVV) - 45.77% |
| #2 | NVIDIA CORP (NVDA) - 3.10% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% |
| #3 | BROADCOM INC (AVGO) - 2.50% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.39% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% |
| #5 | n/a (n/a) - 2.29% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | APPLIED MATERIALS INC (AMAT) - 2.25% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.91% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% |
| #8 | ASML HOLDING NV ADR (ASML) - 1.85% | N/A |
| #9 | AMAZON.COM INC (AMZN) - 1.83% | N/A |
| #10 | LAM RESEARCH CORP (LRCX) - 1.82% | N/A |
| #11 | CATERPILLAR INC (CAT) - 1.57% | N/A |
| #12 | KLA CORP (KLAC) - 1.53% | N/A |
| #13 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.40% | N/A |
| #14 | INTEL CORP (INTC) - 1.26% | N/A |
| #15 | n/a (SPCX) - 1.25% | N/A |
| #16 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.19% | N/A |
| #17 | ELI LILLY AND CO (LLY) - 1.16% | N/A |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.15% | N/A |
| #19 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.15% | N/A |
| #20 | META PLATFORMS INC CLASS A (META) - 1.14% | N/A |
| #21 | PALO ALTO NETWORKS INC (PANW) - 1.14% | N/A |
| #22 | MERCK & CO INC (MRK) - 1.13% | N/A |
| #23 | ATI INC (ATI) - 1.12% | N/A |
| #24 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.11% | N/A |
| #25 | DEERE & CO (DE) - 1.11% | N/A |
| Total Holdings | 121 | 7 |
FWD vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
FWD
-1.87%
Winner
AOA
+2.63%
3M
FWD
+0.78%
Winner
AOA
+4.32%
6M
Winner
FWD
+18.03%
AOA
+8.50%
1Y
Winner
FWD
+43.22%
AOA
+20.86%
5Y(CAGR)
FWD
N/A
AOA
+9.23%
10Y(CAGR)
FWD
N/A
AOA
+10.43%
Max(CAGR)
Winner
FWD
+34.47%
AOA
+10.59%
FWD vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FWD | AOA |
|---|---|---|
| 2026 | +24.00% | +11.49% |
| 2025 | +30.34% | +19.99% |
| 2024 | +32.20% | +14.32% |
| 2023 | +25.66% | +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% |
FWD vs AOA Drawdown Comparison
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current FWD drawdown is -11.03%.
| Rank | FWD | AOA |
|---|---|---|
| #1 | -29.02% Jan 23, 2025 - Jun 26, 2025 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -20.49% Jun 22, 2026 - Jul 29, 2026 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -16.22% Jul 31, 2023 - Dec 12, 2023 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -13.31% Jul 10, 2024 - Oct 9, 2024 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -13.03% Feb 25, 2026 - Apr 10, 2026 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -12.02% Oct 29, 2025 - Jan 6, 2026 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -9.73% Jun 2, 2026 - Jun 18, 2026 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -9.18% Mar 7, 2024 - May 14, 2024 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -7.61% Jan 28, 2026 - Feb 24, 2026 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -6.99% Dec 6, 2024 - Jan 21, 2025 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -6.35% Mar 31, 2023 - May 22, 2023 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -5.42% Dec 28, 2023 - Jan 19, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -4.78% May 14, 2026 - May 22, 2026 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -4.63% Oct 8, 2025 - Oct 24, 2025 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -4.32% Jun 15, 2023 - Jul 12, 2023 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between FWD 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)
FWD vs AOA dividend yield comparison.
| Year | FWD | AOA |
|---|---|---|
| 2026 | 0.00% | 0.96% |
| 2025 | 0.11% | 2.18% |
| 2024 | 1.89% | 2.30% |
| 2023 | 0.00% | 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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