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AOA vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AOA and SCHD is 0.85, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

AOA vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core Aggressive Allocation ETF (AOA) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
223.54%
370.37%
AOA
SCHD

Key characteristics

Sharpe Ratio

AOA:

0.72

SCHD:

0.23

Sortino Ratio

AOA:

1.10

SCHD:

0.43

Omega Ratio

AOA:

1.16

SCHD:

1.06

Calmar Ratio

AOA:

0.78

SCHD:

0.23

Martin Ratio

AOA:

3.61

SCHD:

0.84

Ulcer Index

AOA:

2.80%

SCHD:

4.38%

Daily Std Dev

AOA:

14.03%

SCHD:

15.99%

Max Drawdown

AOA:

-28.38%

SCHD:

-33.37%

Current Drawdown

AOA:

-4.92%

SCHD:

-11.33%

Returns By Period

In the year-to-date period, AOA achieves a -0.70% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, AOA has underperformed SCHD with an annualized return of 7.10%, while SCHD has yielded a comparatively higher 10.35% annualized return.


AOA

YTD

-0.70%

1M

-2.65%

6M

-1.36%

1Y

9.14%

5Y*

10.89%

10Y*

7.10%

SCHD

YTD

-5.04%

1M

-6.82%

6M

-7.58%

1Y

2.51%

5Y*

13.19%

10Y*

10.35%

*Annualized

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AOA vs. SCHD - Expense Ratio Comparison

AOA has a 0.25% expense ratio, which is higher than SCHD's 0.06% 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%.


Expense ratio chart for AOA: current value is 0.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AOA: 0.25%
Expense ratio chart for SCHD: current value is 0.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SCHD: 0.06%

Risk-Adjusted Performance

AOA vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AOA
The Risk-Adjusted Performance Rank of AOA is 7474
Overall Rank
The Sharpe Ratio Rank of AOA is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of AOA is 7171
Sortino Ratio Rank
The Omega Ratio Rank of AOA is 7272
Omega Ratio Rank
The Calmar Ratio Rank of AOA is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AOA is 7878
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 4141
Overall Rank
The Sharpe Ratio Rank of SCHD is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 3939
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 3939
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 4343
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AOA vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and Schwab US Dividend Equity ETF (SCHD). 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.


The chart of Sharpe ratio for AOA, currently valued at 0.72, compared to the broader market-1.000.001.002.003.004.00
AOA: 0.72
SCHD: 0.23
The chart of Sortino ratio for AOA, currently valued at 1.10, compared to the broader market-2.000.002.004.006.008.00
AOA: 1.10
SCHD: 0.43
The chart of Omega ratio for AOA, currently valued at 1.16, compared to the broader market0.501.001.502.002.50
AOA: 1.16
SCHD: 1.06
The chart of Calmar ratio for AOA, currently valued at 0.78, compared to the broader market0.002.004.006.008.0010.0012.00
AOA: 0.78
SCHD: 0.23
The chart of Martin ratio for AOA, currently valued at 3.61, compared to the broader market0.0020.0040.0060.00
AOA: 3.61
SCHD: 0.84

The current AOA Sharpe Ratio is 0.72, which is higher than the SCHD Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of AOA and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.72
0.23
AOA
SCHD

Dividends

AOA vs. SCHD - Dividend Comparison

AOA's dividend yield for the trailing twelve months is around 2.34%, less than SCHD's 4.05% yield.


TTM20242023202220212020201920182017201620152014
AOA
iShares Core Aggressive Allocation ETF
2.34%2.30%2.22%2.10%1.67%1.71%2.50%2.37%5.09%2.02%2.15%2.18%
SCHD
Schwab US Dividend Equity ETF
4.05%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

AOA vs. SCHD - Drawdown Comparison

The maximum AOA drawdown since its inception was -28.38%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AOA and SCHD. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.92%
-11.33%
AOA
SCHD

Volatility

AOA vs. SCHD - Volatility Comparison

The current volatility for iShares Core Aggressive Allocation ETF (AOA) is 9.94%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.25%. This indicates that AOA experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
9.94%
11.25%
AOA
SCHD