HGER vs AOA
Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
HGER vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HGER
$3.20B
AOA
$3.20B
Expense Ratio
HGER
0.68%
Winner
AOA
0.15%
Max Drawdown
Winner
HGER
23.31%
AOA
28.38%
Sharpe Ratio
Winner
HGER
1.86
AOA
1.37
5Y Beta
Winner
HGER
0.12
AOA
0.72
5Y Dividends CAGR
HGER
N/A
AOA
13.36%
HGER vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HGER
+6.14%
AOA
+1.10%
3M
HGER
+0.12%
Winner
AOA
+2.88%
6M
Winner
HGER
+20.17%
AOA
+7.77%
1Y
Winner
HGER
+42.49%
AOA
+20.21%
5Y(CAGR)
Winner
HGER
+15.55%
AOA
+9.09%
10Y(CAGR)
HGER
N/A
AOA
+10.36%
Max(CAGR)
Winner
HGER
+15.55%
AOA
+10.55%
HGER vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | HGER | AOA |
|---|---|---|
| 2026 | +31.02% | +10.74% |
| 2025 | +18.91% | +19.99% |
| 2024 | +10.26% | +14.32% |
| 2023 | +3.21% | +18.04% |
| 2022 | +9.77% | -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% |
HGER vs AOA Drawdown Comparison
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current HGER drawdown is -3.35%. The current AOA drawdown is -0.30%.
| Rank | HGER | AOA |
|---|---|---|
| #1 | -23.31% Mar 8, 2022 - Jan 15, 2025 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -14.04% May 12, 2026 - Jun 24, 2026 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -8.84% Apr 2, 2025 - Jun 11, 2025 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -8.09% Jan 29, 2026 - Feb 27, 2026 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -5.64% Mar 12, 2026 - Apr 2, 2026 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -5.16% Jun 20, 2025 - Sep 12, 2025 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -4.68% Feb 18, 2025 - Mar 31, 2025 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -3.36% Nov 11, 2025 - Jan 8, 2026 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -2.19% Oct 20, 2025 - Oct 23, 2025 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -2.09% Sep 16, 2025 - Sep 26, 2025 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -2.07% Oct 8, 2025 - Oct 16, 2025 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -1.91% Apr 7, 2026 - Apr 16, 2026 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -1.80% Feb 14, 2022 - Feb 22, 2022 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -1.76% Nov 3, 2025 - Nov 10, 2025 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -1.69% Apr 16, 2026 - Apr 22, 2026 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between HGER and AOA is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2008 - 2026)
HGER vs AOA dividend yield comparison.
| Year | HGER | AOA |
|---|---|---|
| 2026 | 0.00% | 0.97% |
| 2025 | 7.09% | 2.18% |
| 2024 | 3.28% | 2.30% |
| 2023 | 7.24% | 2.22% |
| 2022 | 0.64% | 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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