ILCG vs AOA
Comparison between ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceILCG has outperformed AOA, delivering a return of +12.5% compared to +8.9%
ILCG vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ILCG
$3.20B
AOA
$3.20B
Expense Ratio
Winner
ILCG
0.04%
AOA
0.15%
Max Drawdown
ILCG
53.23%
Winner
AOA
28.38%
Sharpe Ratio
ILCG
0.88
Winner
AOA
1.30
5Y Beta
ILCG
1.25
Winner
AOA
0.72
P/E Ratio
ILCG
38.22
AOA
N/A
Forward P/E
ILCG
25.94
AOA
N/A
PEG Ratio
ILCG
0.26
AOA
N/A
5Y Dividends CAGR
Winner
ILCG
24.34%
AOA
13.36%
5Y EPS CAGR
ILCG
40.17%
AOA
N/A
Debt to Equity
ILCG
38.59%
AOA
N/A
P/S Ratio
ILCG
6.24
AOA
N/A
P/B Ratio
ILCG
10.36
AOA
N/A
ILCG vs AOA - Holdings Comparison
ILCG and AOA have 0 common holdings. Overlap is 0.00%
ILCG's top 25 holdings weight is 61.85%. AOA's top 25 holdings weight is 99.91%.
| Rank | ILCG | AOA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.87% | ISHARES CORE S&P 500 ETF (IVV) - 45.71% |
| #2 | APPLE INC (AAPL) - 7.14% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.39% |
| #3 | BROADCOM INC (AVGO) - 5.62% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.27% |
| #4 | AMAZON.COM INC (AMZN) - 4.08% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.83% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.74% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.90% |
| #6 | ELI LILLY AND CO (LLY) - 3.03% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.55% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.98% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.26% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.62% | N/A |
| #9 | MICROSOFT CORP (MSFT) - 2.17% | N/A |
| #10 | TESLA INC (TSLA) - 2.13% | N/A |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.82% | N/A |
| #12 | META PLATFORMS INC CLASS A (META) - 1.49% | N/A |
| #13 | INTEL CORP (INTC) - 1.49% | N/A |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.41% | N/A |
| #15 | LAM RESEARCH CORP (LRCX) - 1.30% | N/A |
| #16 | GE AEROSPACE (GE) - 1.16% | N/A |
| #17 | NETFLIX INC (NFLX) - 0.99% | N/A |
| #18 | n/a (PLTR) - 0.91% | N/A |
| #19 | GE VERNOVA INC (GEV) - 0.90% | N/A |
| #20 | KLA CORP (KLAC) - 0.90% | N/A |
| #21 | DEERE & CO (DE) - 0.22% | N/A |
| #22 | ROYAL CARIBBEAN GROUP (RCL) - 0.22% | N/A |
| #23 | TRANSDIGM GROUP INC (TDG) - 0.22% | N/A |
| #24 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.22% | N/A |
| #25 | ECOLAB INC (ECL) - 0.22% | N/A |
| Total Holdings | 288 | 7 |
ILCG vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
ILCG
-1.26%
Winner
AOA
-0.58%
3M
Winner
ILCG
+10.29%
AOA
+4.93%
6M
Winner
ILCG
+11.19%
AOA
+7.45%
1Y
Winner
ILCG
+19.41%
AOA
+19.38%
5Y(CAGR)
Winner
ILCG
+12.54%
AOA
+8.86%
10Y(CAGR)
Winner
ILCG
+17.66%
AOA
+10.28%
Max(CAGR)
Winner
ILCG
+11.74%
AOA
+10.48%
ILCG vs AOA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ILCG | AOA |
|---|---|---|
| 2026 | +11.52% | +8.92% |
| 2025 | +16.68% | +19.99% |
| 2024 | +35.11% | +14.32% |
| 2023 | +41.82% | +18.04% |
| 2022 | -32.14% | -16.54% |
| 2021 | +25.79% | +15.99% |
| 2020 | +36.78% | +11.88% |
| 2019 | +33.35% | +22.58% |
| 2018 | +1.05% | -8.43% |
| 2017 | +29.73% | +19.48% |
| 2016 | +3.62% | +9.03% |
| 2015 | +7.61% | -0.97% |
| 2014 | +15.21% | +7.12% |
| 2013 | +28.28% | +20.51% |
| 2012 | +15.97% | +13.52% |
| 2011 | +0.62% | -2.65% |
| 2010 | +10.84% | +14.90% |
| 2009 | +39.28% | +23.86% |
| 2008 | -41.24% | -2.55% |
| 2007 | +12.26% | N/A |
| 2006 | +3.17% | N/A |
| 2005 | +4.03% | N/A |
| 2004 | +1.19% | N/A |
ILCG vs AOA Drawdown Comparison
The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current ILCG drawdown is -3.41%. The current AOA drawdown is -0.87%.
| Rank | ILCG | AOA |
|---|---|---|
| #1 | -52.99% Oct 31, 2007 - Feb 16, 2012 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -35.38% Nov 19, 2021 - Feb 7, 2024 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -31.61% Feb 19, 2020 - Jun 8, 2020 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -23.10% Jan 23, 2025 - Jun 24, 2025 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -20.71% Oct 1, 2018 - Apr 3, 2019 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -16.14% Jul 20, 2015 - Jan 6, 2017 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -15.65% Oct 29, 2025 - Apr 22, 2026 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -12.99% Feb 12, 2021 - Apr 26, 2021 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -12.94% Jan 11, 2006 - Nov 15, 2006 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -12.81% Jul 10, 2024 - Oct 9, 2024 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -11.59% Sep 2, 2020 - Dec 4, 2020 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -9.91% Apr 3, 2012 - Aug 17, 2012 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -9.54% Jan 26, 2018 - Mar 12, 2018 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -9.54% Sep 19, 2012 - Feb 19, 2013 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -9.27% Jul 2, 2004 - Dec 2, 2004 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between ILCG and AOA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
ILCG vs AOA dividend yield comparison.
| Year | ILCG | AOA |
|---|---|---|
| 2026 | 0.16% | 0.98% |
| 2025 | 0.47% | 2.18% |
| 2024 | 0.50% | 2.30% |
| 2023 | 0.69% | 2.22% |
| 2022 | 0.75% | 2.10% |
| 2021 | 0.34% | 1.67% |
| 2020 | 0.28% | 1.71% |
| 2019 | 0.54% | 2.50% |
| 2018 | 0.81% | 2.37% |
| 2017 | 0.89% | 5.09% |
| 2016 | 0.95% | 2.26% |
| 2015 | 0.99% | 2.15% |
| 2014 | 0.87% | 2.18% |
| 2013 | 0.94% | 1.84% |
| 2012 | 1.27% | 2.18% |
| 2011 | 0.92% | 2.21% |
| 2010 | 0.74% | 1.63% |
| 2009 | 0.83% | 2.04% |
| 2008 | 0.97% | 0.71% |
| 2007 | 0.46% | 0.00% |
| 2006 | 0.45% | 0.00% |
| 2005 | 0.36% | 0.00% |
| 2004 | 1.28% | 0.00% |
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