PRFZ vs AOA
Comparison between INVESCO RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and iShares Core Aggressive Allocation ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed PRFZ, delivering a return of +9.3% compared to +8.6%
PRFZ vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFZ
$2.90B
Winner
AOA
$3B
Expense Ratio
PRFZ
0.34%
Winner
AOA
0.15%
Max Drawdown
PRFZ
63.04%
Winner
AOA
28.38%
Sharpe Ratio
PRFZ
1.52
Winner
AOA
1.99
5Y Beta
PRFZ
1.04
Winner
AOA
0.71
P/E Ratio
PRFZ
-29.44
AOA
N/A
Forward P/E
PRFZ
14.42
AOA
N/A
5Y Dividends CAGR
PRFZ
6.33%
Winner
AOA
15.17%
5Y EPS CAGR
PRFZ
11.22%
AOA
N/A
P/S Ratio
PRFZ
1.13
AOA
N/A
P/B Ratio
PRFZ
2.06
AOA
N/A
PRFZ vs AOA - Holdings Comparison
PRFZ and AOA have 0 common holdings. Overlap is 0.00%
PRFZ's top 25 holdings weight is 8.24%. AOA's top 25 holdings weight is 99.84%.
| Rank | PRFZ | AOA |
|---|---|---|
| #1 | n/a (OPEN) - 1.08% | ISHARES CORE S&P 500 ETF (IVV) - 45.02% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.54% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 0.42% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.62% |
| #4 | IONIS PHARMACEUTICALS INC (IONS) - 0.37% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.94% |
| #5 | PITNEY BOWES INC (PBI) - 0.34% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.95% |
| #6 | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.54% |
| #7 | MANHATTAN ASSOCIATES INC (MANH) - 0.34% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.23% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% | N/A |
| #9 | HECLA MINING CO (HL) - 0.30% | N/A |
| #10 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% | N/A |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% | N/A |
| #12 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% | N/A |
| #13 | GRANITE CONSTRUCTION INC (GVA) - 0.29% | N/A |
| #14 | FTAI AVIATION LTD (FTAI) - 0.28% | N/A |
| #15 | INTERDIGITAL INC (IDCC) - 0.28% | N/A |
| #16 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% | N/A |
| #17 | COEUR MINING INC (CDE) - 0.26% | N/A |
| #18 | COMMSCOPE HOLDING CO INC (COMM) - 0.26% | N/A |
| #19 | ITRON INC (ITRI) - 0.26% | N/A |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% | N/A |
| #21 | PLUG POWER INC (PLUG) - 0.26% | N/A |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% | N/A |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.20% | N/A |
| #24 | ONTO INNOVATION INC (ONTO) - 0.19% | N/A |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.19% | N/A |
| Total Holdings | 1580 | 7 |
PRFZ vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PRFZ
+6.80%
AOA
+5.60%
3M
Winner
PRFZ
+4.69%
AOA
+3.96%
6M
Winner
PRFZ
+12.89%
AOA
+9.15%
1Y
Winner
PRFZ
+30.28%
AOA
+24.97%
5Y(CAGR)
PRFZ
+8.55%
Winner
AOA
+9.33%
10Y(CAGR)
Winner
PRFZ
+11.73%
AOA
+10.58%
Max(CAGR)
PRFZ
+9.87%
Winner
AOA
+10.52%
PRFZ vs AOA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | AOA |
|---|---|---|
| 2026 | +10.81% | +7.74% |
| 2025 | +11.06% | +19.99% |
| 2024 | +13.71% | +14.32% |
| 2023 | +20.63% | +18.04% |
| 2022 | -16.92% | -16.54% |
| 2021 | +29.77% | +15.99% |
| 2020 | +11.69% | +11.88% |
| 2019 | +21.04% | +22.58% |
| 2018 | -12.17% | -8.43% |
| 2017 | +12.95% | +19.48% |
| 2016 | +27.40% | +9.03% |
| 2015 | -5.03% | -0.97% |
| 2014 | +5.29% | +7.12% |
| 2013 | +37.93% | +20.51% |
| 2012 | +16.23% | +13.52% |
| 2011 | -7.67% | -2.65% |
| 2010 | +26.22% | +14.90% |
| 2009 | +55.38% | +23.86% |
| 2008 | -38.15% | -2.55% |
| 2007 | -0.59% | N/A |
| 2006 | +8.00% | N/A |
PRFZ vs AOA Drawdown Comparison
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current PRFZ drawdown is -1.10%. The current AOA drawdown is -0.02%.
| Rank | PRFZ | AOA |
|---|---|---|
| #1 | -62.42% Jul 13, 2007 - Apr 14, 2010 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -44.27% Aug 31, 2018 - Nov 24, 2020 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -29.36% Apr 29, 2011 - Sep 14, 2012 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -26.58% Nov 8, 2021 - Mar 27, 2024 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -24.05% Jun 23, 2015 - Sep 2, 2016 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -22.45% Apr 23, 2010 - Dec 3, 2010 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -12.72% Jul 3, 2014 - Dec 29, 2014 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -9.52% Sep 14, 2012 - Dec 20, 2012 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -9.44% Jun 8, 2021 - Oct 22, 2021 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -9.27% Jan 23, 2018 - May 17, 2018 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -8.51% Mar 15, 2021 - May 27, 2021 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -8.15% Oct 27, 2025 - Dec 4, 2025 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between PRFZ and AOA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
PRFZ vs AOA dividend yield comparison.
| Year | PRFZ | AOA |
|---|---|---|
| 2026 | 0.20% | 0.29% |
| 2025 | 0.82% | 2.18% |
| 2024 | 1.45% | 2.30% |
| 2023 | 1.42% | 2.22% |
| 2022 | 1.33% | 2.10% |
| 2021 | 0.93% | 1.67% |
| 2020 | 0.91% | 1.71% |
| 2019 | 1.29% | 2.50% |
| 2018 | 1.37% | 2.37% |
| 2017 | 0.97% | 5.09% |
| 2016 | 1.31% | 2.26% |
| 2015 | 1.39% | 2.15% |
| 2014 | 1.14% | 2.18% |
| 2013 | 0.93% | 1.84% |
| 2012 | 1.73% | 2.18% |
| 2011 | 0.98% | 2.21% |
| 2010 | 0.70% | 1.63% |
| 2009 | 0.71% | 2.04% |
| 2008 | 1.51% | 0.71% |
| 2007 | 0.77% | 0.00% |
| 2006 | 0.26% | 0.00% |
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