THRV vs. AOA
THRV (Prospera Income ETF) and AOA (iShares Core 80/20 Aggressive Allocation ETF) are both Diversified Portfolio funds. THRV is actively managed, while AOA is passively managed. A 0.65 correlation means they provide meaningful diversification when combined. THRV charges 1.80%/yr vs 0.15%/yr for AOA.
Performance
THRV vs. AOA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, THRV achieves a 2.36% return, which is significantly lower than AOA's 9.25% return.
THRV
- 1D
- 0.10%
- 1M
- 0.31%
- 6M
- 1.48%
- YTD
- 2.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOA
- 1D
- -0.66%
- 1M
- -0.61%
- 6M
- 6.85%
- YTD
- 9.25%
- 1Y
- 19.34%
- 3Y*
- 15.71%
- 5Y*
- 9.04%
- 10Y*
- 10.28%
THRV vs. AOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
THRV Prospera Income ETF | 2.36% | 0.15% |
AOA iShares Core 80/20 Aggressive Allocation ETF | 9.25% | 3.18% |
Correlation
The correlation between THRV 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 (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.65 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
THRV vs. AOA — Risk / Return Rank
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOA
THRV vs. AOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prospera Income ETF (THRV) 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.
| THRV | AOA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.37 | — |
| Martin ratioReturn relative to average drawdown | — | 10.15 | — |
Loading charts...
Drawdowns
THRV vs. AOA - Drawdown Comparison
The maximum THRV drawdown since its inception was -1.50%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for THRV and AOA.
Loading charts...
Drawdown Indicators
| THRV | AOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.50% | -28.38% | +26.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.20% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.94% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.62% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.38% | — |
Current DrawdownCurrent decline from peak | -0.03% | -1.12% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -0.43% | -4.03% | +3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.91% | — |
Volatility
THRV vs. AOA - Volatility Comparison
Loading charts...
Volatility by Period
| THRV | AOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.10% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 11.30% | -8.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.86% | 13.09% | -10.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.86% | 13.49% | -10.63% |
THRV vs. AOA - Expense Ratio Comparison
THRV has a 1.80% expense ratio, which is higher than AOA's 0.15% expense ratio.
Dividends
THRV vs. AOA - Dividend Comparison
THRV's dividend yield for the trailing twelve months is around 5.37%, more than AOA's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core 80/20 Aggressive Allocation ETF | 2.13% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
THRV Prospera Income ETF | 5.37% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
THRV 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.
On fees, AOA is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOA is cheaper with a 0.15% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 5.37%, compared with 2.13% for AOA.
They also come from different issuers: Prospera Funds and iShares. Their fees differ too: 1.80% for THRV and 0.15% for AOA.
Find the right allocation for THRV and AOA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer