StockComparison Logo
vs

IBDV vs AOA

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).

5-Year PerformanceAOA has outperformed IBDV, delivering a return of +8.9% compared to +0.6%

IBDV vs AOA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDV
$3.20B
AOA
$3.20B
Expense Ratio
Winner
IBDV
0.10%
AOA
0.15%
Max Drawdown
Winner
IBDV
24.90%
AOA
28.38%
Sharpe Ratio
IBDV
0.03
Winner
AOA
1.30
5Y Beta
Winner
IBDV
0.06
AOA
0.72
5Y Dividends CAGR
Winner
IBDV
17.17%
AOA
13.36%

IBDV vs AOA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBDV
-0.20%
AOA
-0.58%
3M
IBDV
-0.33%
Winner
AOA
+4.93%
6M
IBDV
+0.10%
Winner
AOA
+7.45%
1Y
IBDV
+3.96%
Winner
AOA
+19.38%
5Y(CAGR)
IBDV
+0.58%
Winner
AOA
+8.86%
10Y(CAGR)
IBDV
N/A
AOA
+10.28%
Max(CAGR)
IBDV
+1.06%
Winner
AOA
+10.48%

IBDV vs AOA - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearIBDVAOA
2026+0.30%+8.92%
2025+8.24%+19.99%
2024+3.94%+14.32%
2023+7.89%+18.04%
2022-14.02%-16.54%
2021-2.38%+15.99%
2020+5.32%+11.88%
2019N/A+22.58%
2018N/A-8.43%
2017N/A+19.48%
2016N/A+9.03%
2015N/A-0.97%
2014N/A+7.12%
2013N/A+20.51%
2012N/A+13.52%
2011N/A-2.65%
2010N/A+14.90%
2009N/A+23.86%
2008N/A-2.55%

IBDV vs AOA Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current IBDV drawdown is -0.90%. The current AOA drawdown is -0.87%.

RankIBDVAOA
#1-21.85%
Dec 31, 2020 - Sep 16, 2025
-28.38%
Feb 12, 2020 - Aug 24, 2020
#2-2.07%
Aug 6, 2020 - Nov 19, 2020
-24.37%
Nov 11, 2008 - May 6, 2009
#3-2.07%
Feb 27, 2026 - Mar 26, 2026
-23.62%
Jan 4, 2022 - Feb 7, 2024
#4-0.82%
Nov 30, 2020 - Dec 28, 2020
-20.16%
Apr 29, 2011 - Mar 13, 2012
#5-0.75%
Oct 20, 2025 - Nov 25, 2025
-16.11%
Jan 26, 2018 - Jul 2, 2019
#6-0.59%
Sep 16, 2025 - Oct 2, 2025
-15.03%
May 21, 2015 - Aug 11, 2016
#7-0.49%
Nov 26, 2025 - Dec 18, 2025
-13.98%
Apr 14, 2010 - Oct 13, 2010
#8-0.48%
Jul 23, 2020 - Jul 30, 2020
-12.94%
Feb 18, 2025 - May 15, 2025
#9-0.41%
Jan 14, 2026 - Jan 29, 2026
-9.16%
Apr 2, 2012 - Sep 6, 2012
#10-0.32%
Oct 2, 2025 - Oct 13, 2025
-8.35%
Jan 14, 2010 - Mar 9, 2010
#11-0.27%
Jul 9, 2020 - Jul 14, 2020
-8.20%
Feb 25, 2026 - Apr 17, 2026
#12-0.23%
Dec 29, 2025 - Jan 14, 2026
-7.36%
Sep 5, 2014 - Nov 24, 2014
#13-0.18%
Oct 16, 2025 - Oct 20, 2025
-6.88%
Jun 2, 2009 - Jul 20, 2009
#14-0.15%
Jan 30, 2026 - Feb 5, 2026
-6.58%
May 21, 2013 - Jul 22, 2013
#15-0.14%
Feb 17, 2026 - Feb 23, 2026
-6.25%
Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between IBDV and AOA is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (2008 - 2026)

IBDV vs AOA dividend yield comparison.

YearIBDVAOA
20262.27%0.98%
20254.57%2.18%
20244.69%2.30%
20234.10%2.22%
20223.02%2.10%
20211.99%1.67%
20200.90%1.71%
20190.00%2.50%
20180.00%2.37%
20170.00%5.09%
20160.00%2.26%
20150.00%2.15%
20140.00%2.18%
20130.00%1.84%
20120.00%2.18%
20110.00%2.21%
20100.00%1.63%
20090.00%2.04%
20080.00%0.71%

Select Stocks to Compare