AOA vs. NTSE
Compare and contrast key facts about iShares Core Aggressive Allocation ETF (AOA) and WisdomTree Emerging Markets Efficient Core Fund (NTSE).
AOA and NTSE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. NTSE is an actively managed fund by WisdomTree. It was launched on May 20, 2021.
Performance
AOA vs. NTSE - Performance Comparison
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AOA vs. NTSE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AOA iShares Core Aggressive Allocation ETF | -0.73% | 19.59% | 13.55% | 18.27% | -16.23% | 6.67% |
NTSE WisdomTree Emerging Markets Efficient Core Fund | 4.94% | 36.29% | 4.42% | 9.47% | -26.31% | -5.66% |
Returns By Period
In the year-to-date period, AOA achieves a -0.73% return, which is significantly lower than NTSE's 4.94% 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%
NTSE
- 1D
- -0.88%
- 1M
- -4.59%
- YTD
- 4.94%
- 6M
- 8.93%
- 1Y
- 36.10%
- 3Y*
- 15.42%
- 5Y*
- —
- 10Y*
- —
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AOA vs. NTSE - Expense Ratio Comparison
AOA has a 0.25% expense ratio, which is lower than NTSE's 0.38% expense ratio.
Return for Risk
AOA vs. NTSE — Risk / Return Rank
AOA
NTSE
AOA vs. NTSE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and WisdomTree Emerging Markets Efficient Core Fund (NTSE). 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 | NTSE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.78 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.41 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.54 | -0.61 |
Martin ratioReturn relative to average drawdown | 8.48 | 9.67 | -1.19 |
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 | NTSE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.78 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.14 | +0.51 |
Correlation
The correlation between AOA and NTSE is 0.75, 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. NTSE - Dividend Comparison
AOA's dividend yield for the trailing twelve months is around 2.26%, less than NTSE's 3.16% 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% |
NTSE WisdomTree Emerging Markets Efficient Core Fund | 3.16% | 3.35% | 3.23% | 2.44% | 3.22% | 2.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOA vs. NTSE - Drawdown Comparison
The maximum AOA drawdown since its inception was -28.38%, smaller than the maximum NTSE drawdown of -42.84%. Use the drawdown chart below to compare losses from any high point for AOA and NTSE.
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Drawdown Indicators
| AOA | NTSE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.38% | -42.84% | +14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -14.20% | +6.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.62% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.38% | — | — |
Current DrawdownCurrent decline from peak | -5.31% | -11.36% | +6.05% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -20.34% | +16.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 3.73% | -1.55% |
Volatility
AOA vs. NTSE - Volatility Comparison
The current volatility for iShares Core Aggressive Allocation ETF (AOA) is 5.20%, while WisdomTree Emerging Markets Efficient Core Fund (NTSE) has a volatility of 9.81%. This indicates that AOA experiences smaller price fluctuations and is considered to be less risky than NTSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOA | NTSE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 9.81% | -4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 15.32% | -6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 20.37% | -6.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.91% | 18.75% | -5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 18.75% | -5.24% |