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
Loading data...
Key characteristics
SWHGX:
0.01
AOA:
0.78
SWHGX:
0.11
AOA:
1.17
SWHGX:
1.02
AOA:
1.17
SWHGX:
0.00
AOA:
0.83
SWHGX:
0.01
AOA:
3.73
SWHGX:
7.31%
AOA:
2.89%
SWHGX:
16.58%
AOA:
14.08%
SWHGX:
-51.94%
AOA:
-28.38%
SWHGX:
-8.32%
AOA:
0.00%
Returns By Period
In the year-to-date period, SWHGX achieves a 4.09% return, which is significantly lower than AOA's 5.31% return. Over the past 10 years, SWHGX has underperformed AOA with an annualized return of 2.74%, while AOA has yielded a comparatively higher 7.69% annualized return.
SWHGX
4.09%
8.95%
-5.74%
0.18%
5.78%
6.45%
2.74%
AOA
5.31%
9.03%
4.83%
10.91%
11.55%
11.23%
7.69%
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.
Loading data...
Dividends
SWHGX vs. AOA - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 2.20%, which matches AOA's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 2.20% | 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 | 2.20% | 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.
Loading data...
Volatility
SWHGX vs. AOA - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 3.19%, while iShares Core Aggressive Allocation ETF (AOA) has a volatility of 3.50%. This indicates that SWHGX 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.
Loading data...