RISN vs. AOA
Compare and contrast key facts about Inspire Tactical Balanced ESG ETF (RISN) and iShares Core Aggressive Allocation ETF (AOA).
RISN and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RISN is an actively managed fund by Inspire. It was launched on Jul 15, 2020. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RISN or AOA.
Key characteristics
| RISN | AOA | |
|---|---|---|
| YTD Return | 12.71% | 14.52% |
| 1Y Return | 20.76% | 21.79% |
| 3Y Return (Ann) | 0.95% | 4.32% |
| Sharpe Ratio | 1.93 | 2.28 |
| Sortino Ratio | 2.80 | 3.17 |
| Omega Ratio | 1.34 | 1.41 |
| Calmar Ratio | 1.30 | 2.99 |
| Martin Ratio | 9.20 | 14.62 |
| Ulcer Index | 2.25% | 1.50% |
| Daily Std Dev | 10.76% | 9.61% |
| Max Drawdown | -21.88% | -28.38% |
| Current Drawdown | -1.73% | -1.55% |
Correlation
The correlation between RISN and AOA is 0.75, 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.
Performance
RISN vs. AOA - Performance Comparison
In the year-to-date period, RISN achieves a 12.71% return, which is significantly lower than AOA's 14.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RISN vs. AOA - Expense Ratio Comparison
RISN has a 0.82% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
RISN vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Tactical Balanced ESG ETF (RISN) 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.
Dividends
RISN vs. AOA - Dividend Comparison
RISN's dividend yield for the trailing twelve months is around 1.31%, less than AOA's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RISN Inspire Tactical Balanced ESG ETF | 1.31% | 2.05% | 1.27% | 9.62% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOA iShares Core Aggressive Allocation ETF | 2.11% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% | 1.84% |
Drawdowns
RISN vs. AOA - Drawdown Comparison
The maximum RISN drawdown since its inception was -21.88%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for RISN and AOA. For additional features, visit the drawdowns tool.
Volatility
RISN vs. AOA - Volatility Comparison
Inspire Tactical Balanced ESG ETF (RISN) has a higher volatility of 4.09% compared to iShares Core Aggressive Allocation ETF (AOA) at 2.62%. This indicates that RISN's price experiences larger fluctuations and is considered to be riskier than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.