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GAA vs. AOA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GAA vs. AOA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cambria Global Asset Allocation ETF (GAA) and iShares Core 80/20 Aggressive Allocation ETF (AOA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with GAA having a 9.54% return and AOA slightly higher at 9.88%. Over the past 10 years, GAA has underperformed AOA with an annualized return of 7.83%, while AOA has yielded a comparatively higher 10.91% annualized return.


GAA

1D
0.68%
1M
0.77%
YTD
9.54%
6M
10.07%
1Y
20.97%
3Y*
14.18%
5Y*
6.65%
10Y*
7.83%

AOA

1D
-0.12%
1M
1.38%
YTD
9.88%
6M
9.74%
1Y
24.31%
3Y*
17.27%
5Y*
9.26%
10Y*
10.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GAA vs. AOA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GAA
Cambria Global Asset Allocation ETF
9.54%18.76%6.67%7.65%-8.47%11.17%9.11%15.12%-7.15%15.11%
AOA
iShares Core 80/20 Aggressive Allocation ETF
9.88%19.59%13.55%18.27%-16.23%15.42%12.82%22.60%-7.86%20.05%

Correlation

The correlation between GAA and AOA is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.65

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.61

Correlation (10Y)
Calculated over the trailing 10-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2014

0.66

The correlation between GAA and AOA has been stable across timeframes, ranging from 0.61 to 0.66 - a consistent structural relationship.

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Return for Risk

GAA vs. AOA — Risk / Return Rank

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

GAA
GAA Risk / Return Rank: 7474
Overall Rank
GAA Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
GAA Sortino Ratio Rank: 7474
Sortino Ratio Rank
GAA Omega Ratio Rank: 7575
Omega Ratio Rank
GAA Calmar Ratio Rank: 7474
Calmar Ratio Rank
GAA Martin Ratio Rank: 7575
Martin Ratio Rank

AOA
AOA Risk / Return Rank: 6969
Overall Rank
AOA Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
AOA Sortino Ratio Rank: 7070
Sortino Ratio Rank
AOA Omega Ratio Rank: 7272
Omega Ratio Rank
AOA Calmar Ratio Rank: 6262
Calmar Ratio Rank
AOA Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GAA vs. AOA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cambria Global Asset Allocation ETF (GAA) and iShares Core 80/20 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GAAAOADifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.14

Omega ratioGain probability vs. loss probability

1.42

1.41

+0.01

Calmar ratioReturn relative to maximum drawdown

3.64

2.98

+0.67

Martin ratioReturn relative to average drawdown

13.71

12.96

+0.75

GAA vs. AOA - Sharpe Ratio Comparison

The current GAA Sharpe Ratio is 2.28, which is comparable to the AOA Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of GAA and AOA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GAA vs. AOA - Drawdown Comparison

The maximum GAA drawdown since its inception was -26.57%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for GAA and AOA.


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Drawdown Indicators


GAAAOADifference

Max Drawdown

Largest peak-to-trough decline

-26.57%

-28.38%

+1.81%

Max Drawdown (1Y)

Largest decline over 1 year

-5.78%

-8.20%

+2.42%

Max Drawdown (3Y)

Largest decline over 3 years

-7.18%

-12.94%

+5.76%

Max Drawdown (5Y)

Largest decline over 5 years

-18.47%

-23.62%

+5.15%

Max Drawdown (10Y)

Largest decline over 10 years

-26.57%

-28.38%

+1.81%

Current Drawdown

Current decline from peak

-0.53%

-0.55%

+0.02%

Average Drawdown

Average peak-to-trough decline

-3.84%

-4.04%

+0.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.53%

1.88%

-0.35%

Volatility

GAA vs. AOA - Volatility Comparison

The current volatility for Cambria Global Asset Allocation ETF (GAA) is 3.14%, while iShares Core 80/20 Aggressive Allocation ETF (AOA) has a volatility of 4.13%. This indicates that GAA 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.


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Volatility by Period


GAAAOADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.14%

4.13%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

7.80%

9.22%

-1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

9.27%

11.15%

-1.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.32%

13.07%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.12%

13.58%

-2.46%

GAA vs. AOA - Expense Ratio Comparison

GAA has a 0.41% expense ratio, which is higher than AOA's 0.15% expense ratio.


Dividends

GAA vs. AOA - Dividend Comparison

GAA's dividend yield for the trailing twelve months is around 3.58%, more than AOA's 2.05% yield.


PositionTTM20252024202320222021202020192018201720162015
AOA
iShares Core 80/20 Aggressive Allocation ETF
2.05%2.18%2.30%2.22%2.10%1.67%1.71%2.50%2.37%5.09%2.26%2.15%
GAA
Cambria Global Asset Allocation ETF
3.58%4.24%3.88%3.73%6.05%4.21%2.73%3.32%3.01%2.36%2.82%2.49%

Frequently Asked Questions


GAA and AOA have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AOA has higher volatility (4.13%) compared to GAA (3.14%). In terms of maximum drawdown, GAA dropped -26.57% vs AOA's -28.38%.

On 10-year performance, AOA leads with 10.91% vs 7.83% for GAA. On fees, AOA is cheaper at 0.15% per year. On volatility, GAA has been the lower-risk option at 3.14%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, AOA has performed better with a 10.91% return vs 7.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AOA is cheaper with a 0.15% expense ratio, compared with 0.41% for GAA.

GAA has the higher dividend yield at 3.58%, compared with 2.05% for AOA.

They also come from different issuers: Cambria and iShares. Their fees differ too: 0.41% for GAA and 0.15% for AOA.

GAA currently has the higher Sharpe Ratio (2.28 vs 2.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GAA and AOA

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