AAAA vs. AOK
AAAA (Amplius Aggressive Asset Allocation ETF) and AOK (iShares Core 30/70 Conservative Allocation ETF) are both Diversified Portfolio funds. AAAA is actively managed, while AOK is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. AAAA charges 0.49%/yr vs 0.15%/yr for AOK.
Performance
AAAA vs. AOK - Performance Comparison
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Returns By Period
In the year-to-date period, AAAA achieves a 10.05% return, which is significantly higher than AOK's 4.06% return.
AAAA
- 1D
- -0.13%
- 1M
- -0.44%
- YTD
- 10.05%
- 6M
- 8.97%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOK
- 1D
- 0.22%
- 1M
- 0.52%
- YTD
- 4.06%
- 6M
- 3.65%
- 1Y
- 10.22%
- 3Y*
- 9.11%
- 5Y*
- 3.67%
- 10Y*
- 5.22%
AAAA vs. AOK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 10.05% | 10.11% |
AOK iShares Core 30/70 Conservative Allocation ETF | 4.06% | 5.77% |
Correlation
The correlation between AAAA and AOK is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025 | 0.85 |
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Return for Risk
AAAA vs. AOK — Risk / Return Rank
AAAA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOK
AAAA vs. AOK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and iShares Core 30/70 Conservative Allocation ETF (AOK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAAA | AOK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.28 | — |
| Martin ratioReturn relative to average drawdown | — | 9.60 | — |
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Drawdowns
AAAA vs. AOK - Drawdown Comparison
The maximum AAAA drawdown since its inception was -7.83%, smaller than the maximum AOK drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for AAAA and AOK.
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Drawdown Indicators
| AAAA | AOK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.83% | -18.94% | +11.11% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.50% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.37% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.94% | — |
Current DrawdownCurrent decline from peak | -2.62% | -0.60% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -1.05% | -2.36% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.07% | — |
Volatility
AAAA vs. AOK - Volatility Comparison
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Volatility by Period
| AAAA | AOK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.86% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 6.01% | +5.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 7.15% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.84% | 6.72% | +5.12% |
AAAA vs. AOK - Expense Ratio Comparison
AAAA has a 0.49% expense ratio, which is higher than AOK's 0.15% expense ratio.
Dividends
AAAA vs. AOK - Dividend Comparison
AAAA's dividend yield for the trailing twelve months is around 0.81%, less than AOK's 3.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 0.81% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOK iShares Core 30/70 Conservative Allocation ETF | 3.29% | 3.28% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.71% | 2.68% | 2.91% | 2.14% | 2.02% |
Frequently Asked Questions
AAAA and AOK have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOK is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOK is cheaper with a 0.15% expense ratio, compared with 0.49% for AAAA.
AOK has the higher dividend yield at 3.29%, compared with 0.81% for AAAA.
They also come from different issuers: Amplius and iShares. Their fees differ too: 0.49% for AAAA and 0.15% for AOK.
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