RIGS vs. AOA
Compare and contrast key facts about RiverFront Strategic Income Fund (RIGS) and iShares Core Aggressive Allocation ETF (AOA).
RIGS and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RIGS is an actively managed fund by SS&C. It was launched on Oct 9, 2013. 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.
Performance
RIGS vs. AOA - Performance Comparison
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RIGS vs. AOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 0.28% | 4.63% | 4.45% | 6.07% | -5.72% | 1.93% | 3.58% | 7.60% | -0.11% | 4.48% |
AOA iShares Core Aggressive Allocation ETF | -0.59% | 19.59% | 13.55% | 18.27% | -16.23% | 15.42% | 12.82% | 22.60% | -7.86% | 20.05% |
Returns By Period
In the year-to-date period, RIGS achieves a 0.28% return, which is significantly higher than AOA's -0.59% return. Over the past 10 years, RIGS has underperformed AOA with an annualized return of 3.30%, while AOA has yielded a comparatively higher 9.69% annualized return.
RIGS
- 1D
- -0.01%
- 1M
- -0.27%
- YTD
- 0.28%
- 6M
- 2.52%
- 1Y
- 3.77%
- 3Y*
- 4.32%
- 5Y*
- 2.17%
- 10Y*
- 3.30%
AOA
- 1D
- 0.61%
- 1M
- -4.11%
- YTD
- -0.59%
- 6M
- 1.92%
- 1Y
- 18.69%
- 3Y*
- 14.47%
- 5Y*
- 7.97%
- 10Y*
- 9.69%
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RIGS vs. AOA - Expense Ratio Comparison
RIGS has a 0.48% expense ratio, which is higher than AOA's 0.25% expense ratio.
Return for Risk
RIGS vs. AOA — Risk / Return Rank
RIGS
AOA
RIGS vs. AOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Strategic Income Fund (RIGS) 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.
| RIGS | AOA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.35 | -0.98 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.97 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.29 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.98 | -1.24 |
Martin ratioReturn relative to average drawdown | 1.87 | 8.82 | -6.96 |
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
| RIGS | AOA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.35 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.62 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.72 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.65 | -0.20 |
Correlation
The correlation between RIGS and AOA is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RIGS vs. AOA - Dividend Comparison
RIGS's dividend yield for the trailing twelve months is around 4.84%, more than AOA's 2.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 4.84% | 4.84% | 4.49% | 3.48% | 2.71% | 2.47% | 3.77% | 3.87% | 4.54% | 4.45% | 4.46% | 3.61% |
AOA iShares Core Aggressive Allocation ETF | 2.19% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
Drawdowns
RIGS vs. AOA - Drawdown Comparison
The maximum RIGS drawdown since its inception was -15.31%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for RIGS and AOA.
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Drawdown Indicators
| RIGS | AOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.31% | -28.38% | +13.07% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -9.62% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -9.03% | -23.62% | +14.59% |
Max Drawdown (10Y)Largest decline over 10 years | -15.31% | -28.38% | +13.07% |
Current DrawdownCurrent decline from peak | -2.15% | -5.18% | +3.03% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -4.08% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.16% | -0.11% |
Volatility
RIGS vs. AOA - Volatility Comparison
The current volatility for RiverFront Strategic Income Fund (RIGS) is 2.20%, while iShares Core Aggressive Allocation ETF (AOA) has a volatility of 5.28%. This indicates that RIGS 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
| RIGS | AOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 5.28% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.17% | 8.34% | -2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 13.87% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.47% | 12.92% | -5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.74% | 13.51% | -5.77% |