SWHGX vs. AOA
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and iShares Core Aggressive Allocation ETF (AOA).
SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995. 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: SWHGX or AOA.
Correlation
The correlation between SWHGX and AOA is 0.92, 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
SWHGX vs. AOA - Performance Comparison
Key characteristics
SWHGX:
-0.05
AOA:
0.67
SWHGX:
0.04
AOA:
1.03
SWHGX:
1.01
AOA:
1.15
SWHGX:
-0.04
AOA:
0.73
SWHGX:
-0.12
AOA:
3.34
SWHGX:
6.80%
AOA:
2.81%
SWHGX:
16.55%
AOA:
14.04%
SWHGX:
-51.94%
AOA:
-28.38%
SWHGX:
-12.80%
AOA:
-4.54%
Returns By Period
In the year-to-date period, SWHGX achieves a -1.00% return, which is significantly lower than AOA's -0.30% return. Over the past 10 years, SWHGX has underperformed AOA with an annualized return of 2.37%, while AOA has yielded a comparatively higher 7.30% annualized return.
SWHGX
-1.00%
-0.64%
-9.97%
-0.98%
5.91%
2.37%
AOA
-0.30%
0.11%
-0.79%
9.15%
10.71%
7.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWHGX vs. AOA - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
SWHGX vs. AOA — Risk-Adjusted Performance Rank
SWHGX
AOA
SWHGX vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) 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
SWHGX vs. AOA - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 2.31%, which matches AOA's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 2.31% | 2.29% | 2.02% | 1.72% | 1.63% | 1.61% | 2.00% | 2.25% | 1.73% | 1.73% | 2.01% | 1.56% |
AOA iShares Core Aggressive Allocation ETF | 2.33% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
SWHGX vs. AOA - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -51.94%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for SWHGX and AOA. For additional features, visit the drawdowns tool.
Volatility
SWHGX vs. AOA - Volatility Comparison
Schwab MarketTrack Growth Portfolio™ (SWHGX) and iShares Core Aggressive Allocation ETF (AOA) have volatilities of 9.75% and 9.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.