VTEX vs. AOA
VTEX (VTEX) is a stock, while AOA (iShares Core 80/20 Aggressive Allocation ETF) is Diversified Portfolio fund tracking the S&P Target Risk Aggressive Index. Over the past 3 years, VTEX returned -7.75%/yr vs 17.27%/yr for AOA. At a 0.42 correlation, their price movements are largely independent.
Performance
VTEX vs. AOA - Performance Comparison
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Returns By Period
In the year-to-date period, VTEX achieves a -4.79% return, which is significantly lower than AOA's 9.88% return.
VTEX
- 1D
- -0.83%
- 1M
- 0.00%
- YTD
- -4.79%
- 6M
- -4.53%
- 1Y
- -43.97%
- 3Y*
- -7.75%
- 5Y*
- —
- 10Y*
- —
AOA
- 1D
- -0.12%
- 1M
- 1.38%
- YTD
- 9.88%
- 6M
- 9.74%
- 1Y
- 24.31%
- 3Y*
- 17.27%
- 5Y*
- 9.26%
- 10Y*
- 10.91%
VTEX vs. AOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VTEX VTEX | -4.79% | -36.16% | -14.39% | 83.47% | -65.02% | -57.29% |
AOA iShares Core 80/20 Aggressive Allocation ETF | 9.88% | 19.59% | 13.55% | 18.27% | -16.23% | 5.15% |
Correlation
The correlation between VTEX and AOA is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2021 | 0.42 |
The correlation between VTEX and AOA shifts across timeframes, from 0.31 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VTEX vs. AOA — Risk / Return Rank
VTEX
AOA
VTEX vs. AOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VTEX (VTEX) 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.
| VTEX | AOA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.05 | ||
| Sortino ratioReturn per unit of downside risk | -4.09 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.41 | -0.56 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | 2.98 | -3.74 |
| Martin ratioReturn relative to average drawdown | -1.10 | 12.96 | -14.05 |
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Drawdowns
VTEX vs. AOA - Drawdown Comparison
The maximum VTEX drawdown since its inception was -91.38%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for VTEX and AOA.
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Drawdown Indicators
| VTEX | AOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.38% | -28.38% | -63.00% |
Max Drawdown (1Y)Largest decline over 1 year | -57.54% | -8.20% | -49.34% |
Max Drawdown (3Y)Largest decline over 3 years | -69.50% | -12.94% | -56.56% |
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 | -88.90% | -0.55% | -88.35% |
Average DrawdownAverage peak-to-trough decline | -79.08% | -4.04% | -75.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.19% | 1.88% | +38.31% |
Volatility
VTEX vs. AOA - Volatility Comparison
VTEX (VTEX) has a higher volatility of 14.75% compared to iShares Core 80/20 Aggressive Allocation ETF (AOA) at 4.13%. This indicates that VTEX'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.
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Volatility by Period
| VTEX | AOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.75% | 4.13% | +10.62% |
Volatility (6M)Calculated over the trailing 6-month period | 33.01% | 9.22% | +23.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.91% | 11.15% | +40.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.03% | 13.07% | +47.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.03% | 13.58% | +47.45% |
Dividends
VTEX vs. AOA - Dividend Comparison
VTEX has not paid dividends to shareholders, while AOA's dividend yield for the trailing twelve months is around 2.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core 80/20 Aggressive Allocation ETF | 2.05% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
VTEX VTEX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VTEX and AOA have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTEX has higher volatility (14.75%) compared to AOA (4.13%). In terms of maximum drawdown, VTEX dropped -91.38% vs AOA's -28.38%.
AOA currently has the higher Sharpe Ratio (2.19 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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