XYLD vs AOA
Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed XYLD, delivering a return of +9.1% compared to +8.0%
XYLD vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XYLD
$3.20B
AOA
$3.20B
Expense Ratio
XYLD
0.60%
Winner
AOA
0.15%
Max Drawdown
XYLD
34.69%
Winner
AOA
28.38%
Sharpe Ratio
Winner
XYLD
1.97
AOA
1.37
5Y Beta
Winner
XYLD
0.63
AOA
0.72
P/E Ratio
XYLD
25.81
AOA
N/A
Forward P/E
XYLD
20.37
AOA
N/A
PEG Ratio
XYLD
0.28
AOA
N/A
5Y Dividends CAGR
XYLD
-1.58%
Winner
AOA
13.36%
5Y EPS CAGR
XYLD
29.27%
AOA
N/A
Debt to Equity
XYLD
61.36%
AOA
N/A
P/S Ratio
XYLD
3.63
AOA
N/A
P/B Ratio
XYLD
5.42
AOA
N/A
XYLD vs AOA - Holdings Comparison
XYLD and AOA have 0 common holdings. Overlap is 0.00%
XYLD's top 25 holdings weight is 50.57%. AOA's top 25 holdings weight is 99.90%.
| Rank | XYLD | AOA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.85% | ISHARES CORE S&P 500 ETF (IVV) - 45.77% |
| #2 | APPLE INC (AAPL) - 7.53% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% |
| #3 | MICROSOFT CORP (MSFT) - 4.62% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% |
| #4 | AMAZON.COM INC (AMZN) - 3.79% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.18% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | BROADCOM INC (AVGO) - 2.86% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.56% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.21% | N/A |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.71% | N/A |
| #10 | TESLA INC (TSLA) - 1.67% | N/A |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.45% | N/A |
| #12 | ELI LILLY AND CO (LLY) - 1.45% | N/A |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% | N/A |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | N/A |
| #15 | CASH (n/a) - 1.10% | N/A |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.98% | N/A |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.94% | N/A |
| #18 | VISA INC CLASS A (V) - 0.92% | N/A |
| #19 | INTEL CORP (INTC) - 0.78% | N/A |
| #20 | WALMART INC (WMT) - 0.76% | N/A |
| #21 | ANALOG DEVICES INC (ADI) - 0.29% | N/A |
| #22 | AMERICAN EXPRESS CO (AXP) - 0.29% | N/A |
| #23 | QUALCOMM INC (QCOM) - 0.28% | N/A |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 0.28% | N/A |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.28% | N/A |
| Total Holdings | 461 | 7 |
XYLD vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XYLD
+2.13%
AOA
+1.10%
3M
Winner
XYLD
+5.38%
AOA
+2.88%
6M
XYLD
+7.56%
Winner
AOA
+7.77%
1Y
XYLD
+18.51%
Winner
AOA
+20.21%
5Y(CAGR)
XYLD
+7.96%
Winner
AOA
+9.09%
10Y(CAGR)
XYLD
+8.31%
Winner
AOA
+10.36%
Max(CAGR)
XYLD
+8.40%
Winner
AOA
+10.55%
XYLD vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | XYLD | AOA |
|---|---|---|
| 2026 | +8.74% | +10.74% |
| 2025 | +8.28% | +19.99% |
| 2024 | +19.45% | +14.32% |
| 2023 | +11.03% | +18.04% |
| 2022 | -12.48% | -16.54% |
| 2021 | +20.21% | +15.99% |
| 2020 | -1.44% | +11.88% |
| 2019 | +20.99% | +22.58% |
| 2018 | -7.25% | -8.43% |
| 2017 | +16.08% | +19.48% |
| 2016 | +8.87% | +9.03% |
| 2015 | +0.47% | -0.97% |
| 2014 | +8.61% | +7.12% |
| 2013 | +13.95% | +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% |
XYLD vs AOA Drawdown Comparison
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current AOA drawdown is -0.30%.
| Rank | XYLD | AOA |
|---|---|---|
| #1 | -33.44% Feb 19, 2020 - Mar 15, 2021 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -18.66% Apr 4, 2022 - Mar 12, 2024 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -18.10% Sep 20, 2018 - Jul 12, 2019 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -15.53% Feb 19, 2025 - Oct 20, 2025 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -12.17% Jun 22, 2015 - Jun 23, 2016 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -9.10% Jan 26, 2018 - Jul 9, 2018 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -6.96% Sep 18, 2014 - Nov 24, 2014 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -6.02% Jan 4, 2022 - Mar 24, 2022 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -5.79% Jul 26, 2019 - Oct 30, 2019 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -5.30% Feb 25, 2026 - Apr 30, 2026 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -5.26% Jan 15, 2014 - Feb 14, 2014 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -5.19% Jul 18, 2024 - Aug 15, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -4.63% Jun 23, 2016 - Jul 11, 2016 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -4.07% Dec 29, 2014 - Feb 13, 2015 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -3.79% Aug 1, 2013 - Sep 18, 2013 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between XYLD and AOA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
XYLD vs AOA dividend yield comparison.
| Year | XYLD | AOA |
|---|---|---|
| 2026 | 6.25% | 0.97% |
| 2025 | 10.51% | 2.18% |
| 2024 | 11.54% | 2.30% |
| 2023 | 10.51% | 2.22% |
| 2022 | 13.43% | 2.10% |
| 2021 | 9.07% | 1.67% |
| 2020 | 7.93% | 1.71% |
| 2019 | 5.76% | 2.50% |
| 2018 | 7.12% | 2.37% |
| 2017 | 5.18% | 5.09% |
| 2016 | 3.23% | 2.26% |
| 2015 | 4.65% | 2.15% |
| 2014 | 4.15% | 2.18% |
| 2013 | 2.49% | 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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