AOA vs. FFOPX
Compare and contrast key facts about iShares Core Aggressive Allocation ETF (AOA) and Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX).
AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008. FFOPX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
AOA vs. FFOPX - Performance Comparison
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AOA vs. FFOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core Aggressive Allocation ETF | -0.73% | 19.59% | 13.55% | 18.27% | -16.23% | 15.42% | 12.82% | 22.60% | -7.86% | 20.05% |
FFOPX Fidelity Freedom Index 2050 Fund Institutional Premium Class | -0.65% | 21.41% | 14.20% | 19.97% | -18.20% | 15.98% | 16.55% | 26.00% | -7.19% | 20.61% |
Returns By Period
In the year-to-date period, AOA achieves a -0.73% return, which is significantly lower than FFOPX's -0.65% return. Over the past 10 years, AOA has underperformed FFOPX with an annualized return of 9.71%, while FFOPX has yielded a comparatively higher 10.83% annualized return.
AOA
- 1D
- -0.14%
- 1M
- -2.63%
- YTD
- -0.73%
- 6M
- 1.53%
- 1Y
- 18.01%
- 3Y*
- 14.24%
- 5Y*
- 7.94%
- 10Y*
- 9.71%
FFOPX
- 1D
- 0.89%
- 1M
- -2.88%
- YTD
- -0.65%
- 6M
- 1.71%
- 1Y
- 19.71%
- 3Y*
- 15.61%
- 5Y*
- 8.29%
- 10Y*
- 10.83%
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AOA vs. FFOPX - Expense Ratio Comparison
AOA has a 0.25% expense ratio, which is higher than FFOPX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AOA vs. FFOPX — Risk / Return Rank
AOA
FFOPX
AOA vs. FFOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX). 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.
| AOA | FFOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.33 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.92 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.93 | 0.00 |
Martin ratioReturn relative to average drawdown | 8.48 | 8.71 | -0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOA | FFOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.33 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.58 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.72 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.65 | +0.01 |
Correlation
The correlation between AOA and FFOPX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AOA vs. FFOPX - Dividend Comparison
AOA's dividend yield for the trailing twelve months is around 2.26%, more than FFOPX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core Aggressive Allocation ETF | 2.26% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
FFOPX Fidelity Freedom Index 2050 Fund Institutional Premium Class | 2.02% | 2.01% | 2.04% | 1.98% | 2.07% | 2.05% | 1.97% | 15.21% | 2.32% | 2.09% | 2.14% | 2.01% |
Drawdowns
AOA vs. FFOPX - Drawdown Comparison
The maximum AOA drawdown since its inception was -28.38%, smaller than the maximum FFOPX drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for AOA and FFOPX.
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Drawdown Indicators
| AOA | FFOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.38% | -30.71% | +2.33% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -8.97% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -23.62% | -26.18% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -28.38% | -30.71% | +2.33% |
Current DrawdownCurrent decline from peak | -5.31% | -5.68% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -4.73% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.40% | -0.22% |
Volatility
AOA vs. FFOPX - Volatility Comparison
The current volatility for iShares Core Aggressive Allocation ETF (AOA) is 5.20%, while Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) has a volatility of 5.71%. This indicates that AOA experiences smaller price fluctuations and is considered to be less risky than FFOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOA | FFOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 5.71% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 9.13% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 15.39% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.91% | 14.31% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 15.11% | -1.60% |