TFI vs AOA
Comparison between STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed TFI, delivering a return of +8.9% compared to -0.2%
TFI vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TFI vs AOA - Historical Returns
Returns include dividend reinvestment.
TFI vs AOA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | TFI | AOA |
|---|---|---|
| 2026 | +1.03% | +8.30% |
| 2025 | +3.44% | +19.99% |
| 2024 | +0.05% | +14.32% |
| 2023 | +5.43% | +18.04% |
| 2022 | -10.05% | -16.54% |
| 2021 | +0.33% | +15.99% |
| 2020 | +5.61% | +11.88% |
| 2019 | +7.26% | +22.58% |
| 2018 | +0.58% | -8.43% |
| 2017 | +5.61% | +19.48% |
| 2016 | -0.19% | +9.03% |
| 2015 | +3.31% | -0.97% |
| 2014 | +9.57% | +7.12% |
| 2013 | -3.97% | +20.51% |
| 2012 | +6.36% | +13.52% |
| 2011 | +13.23% | -2.65% |
| 2010 | -0.21% | +14.90% |
| 2009 | +10.82% | +23.86% |
| 2008 | -0.45% | -2.55% |
| 2007 | +1.47% | N/A |
TFI vs AOA Drawdown Comparison
The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current TFI drawdown is -1.28%. The current AOA drawdown is -1.44%.
| Rank | TFI | AOA |
|---|---|---|
| #1 | -15.49% Mar 9, 2020 - Jul 16, 2020 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -15.42% Jul 19, 2021 - Oct 25, 2022 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -15.12% Sep 15, 2008 - Jan 13, 2009 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -9.72% Sep 1, 2010 - Aug 2, 2011 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -9.09% Nov 29, 2012 - May 14, 2014 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -6.73% Jul 6, 2016 - Sep 7, 2017 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -6.50% Jan 22, 2008 - Sep 15, 2008 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -3.66% Oct 1, 2009 - Feb 25, 2010 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -3.60% Jan 30, 2015 - Nov 30, 2015 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -3.39% Dec 6, 2017 - Dec 24, 2018 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -3.33% May 20, 2009 - Aug 18, 2009 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -3.18% Feb 13, 2009 - Apr 16, 2009 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -2.95% Jan 15, 2009 - Feb 13, 2009 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -2.84% Jan 31, 2012 - May 2, 2012 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -2.72% Sep 22, 2011 - Dec 8, 2011 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between TFI and AOA is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
TFI vs AOA dividend yield comparison.
| Year | TFI | AOA |
|---|---|---|
| 2026 | 1.47% | 0.28% |
| 2025 | 3.32% | 2.18% |
| 2024 | 3.01% | 2.30% |
| 2023 | 2.41% | 2.22% |
| 2022 | 1.87% | 2.10% |
| 2021 | 1.71% | 1.67% |
| 2020 | 1.91% | 1.71% |
| 2019 | 2.14% | 2.50% |
| 2018 | 2.26% | 2.37% |
| 2017 | 2.16% | 5.09% |
| 2016 | 2.39% | 2.26% |
| 2015 | 2.40% | 2.15% |
| 2014 | 2.37% | 2.18% |
| 2013 | 3.35% | 1.84% |
| 2012 | 4.01% | 2.18% |
| 2011 | 3.53% | 2.21% |
| 2010 | 4.44% | 1.63% |
| 2009 | 3.75% | 2.04% |
| 2008 | 3.87% | 0.71% |
| 2007 | 1.18% | 0.00% |
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