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

Correlation

The correlation between AVMA and AOA is 0.87, 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: 0.9

Performance

AVMA vs. AOA - Performance Comparison

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

10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
17.63%
20.91%
AVMA
AOA

Key characteristics

Sharpe Ratio

AVMA:

0.57

AOA:

0.72

Sortino Ratio

AVMA:

0.88

AOA:

1.10

Omega Ratio

AVMA:

1.12

AOA:

1.16

Calmar Ratio

AVMA:

0.60

AOA:

0.78

Martin Ratio

AVMA:

2.67

AOA:

3.61

Ulcer Index

AVMA:

2.64%

AOA:

2.80%

Daily Std Dev

AVMA:

12.41%

AOA:

14.03%

Max Drawdown

AVMA:

-11.81%

AOA:

-28.38%

Current Drawdown

AVMA:

-4.80%

AOA:

-4.92%

Returns By Period

In the year-to-date period, AVMA achieves a -1.17% return, which is significantly lower than AOA's -0.70% return.


AVMA

YTD

-1.17%

1M

-2.67%

6M

-1.73%

1Y

6.29%

5Y*

N/A

10Y*

N/A

AOA

YTD

-0.70%

1M

-2.65%

6M

-1.36%

1Y

9.14%

5Y*

10.89%

10Y*

7.10%

*Annualized

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AVMA vs. AOA - Expense Ratio Comparison

AVMA has a 0.21% expense ratio, which is lower than AOA's 0.25% expense ratio. Despite the difference, 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 AVMA: current value is 0.21%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AVMA: 0.21%

Risk-Adjusted Performance

AVMA vs. AOA — Risk-Adjusted Performance Rank

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

AVMA
The Risk-Adjusted Performance Rank of AVMA is 6464
Overall Rank
The Sharpe Ratio Rank of AVMA is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of AVMA is 6161
Sortino Ratio Rank
The Omega Ratio Rank of AVMA is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AVMA is 6969
Calmar Ratio Rank
The Martin Ratio Rank of AVMA is 6969
Martin Ratio Rank

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
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.

AVMA vs. AOA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Moderate Allocation ETF (AVMA) and iShares Core Aggressive Allocation ETF (AOA). 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 AVMA, currently valued at 0.57, compared to the broader market-1.000.001.002.003.004.00
AVMA: 0.57
AOA: 0.72
The chart of Sortino ratio for AVMA, currently valued at 0.88, compared to the broader market-2.000.002.004.006.008.00
AVMA: 0.88
AOA: 1.10
The chart of Omega ratio for AVMA, currently valued at 1.12, compared to the broader market0.501.001.502.002.50
AVMA: 1.12
AOA: 1.16
The chart of Calmar ratio for AVMA, currently valued at 0.60, compared to the broader market0.002.004.006.008.0010.0012.00
AVMA: 0.60
AOA: 0.78
The chart of Martin ratio for AVMA, currently valued at 2.67, compared to the broader market0.0020.0040.0060.00
AVMA: 2.67
AOA: 3.61

The current AVMA Sharpe Ratio is 0.57, which is comparable to the AOA Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of AVMA and AOA, 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
0.57
0.72
AVMA
AOA

Dividends

AVMA vs. AOA - Dividend Comparison

AVMA's dividend yield for the trailing twelve months is around 2.31%, less than AOA's 2.34% yield.


TTM20242023202220212020201920182017201620152014
AVMA
Avantis Moderate Allocation ETF
2.31%2.28%1.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

Drawdowns

AVMA vs. AOA - Drawdown Comparison

The maximum AVMA drawdown since its inception was -11.81%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for AVMA and AOA. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.80%
-4.92%
AVMA
AOA

Volatility

AVMA vs. AOA - Volatility Comparison

The current volatility for Avantis Moderate Allocation ETF (AVMA) is 8.87%, while iShares Core Aggressive Allocation ETF (AOA) has a volatility of 9.94%. This indicates that AVMA experiences smaller price fluctuations and is considered to be less risky than AOA 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%NovemberDecember2025FebruaryMarchApril
8.87%
9.94%
AVMA
AOA