AOA vs. THRV
AOA (iShares Core 80/20 Aggressive Allocation ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. AOA is passively managed, while THRV is actively managed. A 0.68 correlation means they provide meaningful diversification when combined. AOA charges 0.15%/yr vs 1.80%/yr for THRV.
Performance
AOA vs. THRV - Performance Comparison
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Returns By Period
In the year-to-date period, AOA achieves a 9.93% return, which is significantly higher than THRV's 1.86% return.
AOA
- 1D
- -0.50%
- 1M
- 4.14%
- YTD
- 9.93%
- 6M
- 10.64%
- 1Y
- 24.29%
- 3Y*
- 17.52%
- 5Y*
- 9.15%
- 10Y*
- 10.56%
THRV
- 1D
- -0.38%
- 1M
- 0.32%
- YTD
- 1.86%
- 6M
- 1.66%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOA vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOA iShares Core 80/20 Aggressive Allocation ETF | 9.93% | 2.88% |
THRV Prospera Income ETF | 1.86% | 0.16% |
Correlation
The correlation between AOA and THRV is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.68 |
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Return for Risk
AOA vs. THRV — Risk / Return Rank
AOA
THRV
AOA vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 80/20 Aggressive Allocation ETF (AOA) and Prospera Income ETF (THRV). 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 | THRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.43 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | — | — |
| Martin ratioReturn relative to average drawdown | 13.20 | — | — |
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 | THRV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 1.04 | -0.35 |
Drawdowns
AOA vs. THRV - Drawdown Comparison
The maximum AOA drawdown since its inception was -28.38%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for AOA and THRV.
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Drawdown Indicators
| AOA | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.38% | -1.50% | -26.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -12.94% | — | — |
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 | -0.50% | -0.51% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -0.44% | -3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | — | — |
Volatility
AOA vs. THRV - Volatility Comparison
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Volatility by Period
| AOA | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.63% | 2.92% | +7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 2.92% | +10.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.55% | 2.92% | +10.63% |
AOA vs. THRV - Expense Ratio Comparison
AOA has a 0.15% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
AOA vs. THRV - Dividend Comparison
AOA's dividend yield for the trailing twelve months is around 2.04%, less than THRV's 4.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core 80/20 Aggressive Allocation ETF | 2.04% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
THRV Prospera Income ETF | 4.71% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AOA and THRV have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOA is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOA is cheaper with a 0.15% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 4.71%, compared with 2.04% for AOA.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.15% for AOA and 1.80% for THRV.
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