WASCX vs. AOA
Compare and contrast key facts about Delaware Ivy Asset Strategy Fund (WASCX) and iShares Core Aggressive Allocation ETF (AOA).
WASCX is managed by Ivy Funds. It was launched on Apr 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: WASCX or AOA.
Key characteristics
| WASCX | AOA | |
|---|---|---|
| YTD Return | 14.51% | 14.52% |
| 1Y Return | 20.77% | 21.79% |
| 3Y Return (Ann) | -4.98% | 4.32% |
| 5Y Return (Ann) | 1.34% | 8.79% |
| 10Y Return (Ann) | -2.81% | 7.91% |
| Sharpe Ratio | 2.14 | 2.28 |
| Sortino Ratio | 3.01 | 3.17 |
| Omega Ratio | 1.40 | 1.41 |
| Calmar Ratio | 0.49 | 2.99 |
| Martin Ratio | 14.84 | 14.62 |
| Ulcer Index | 1.38% | 1.50% |
| Daily Std Dev | 9.56% | 9.61% |
| Max Drawdown | -52.62% | -28.38% |
| Current Drawdown | -29.20% | -1.55% |
Correlation
The correlation between WASCX and AOA is 0.86, 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
WASCX vs. AOA - Performance Comparison
The year-to-date returns for both investments are quite close, with WASCX having a 14.51% return and AOA slightly higher at 14.52%. Over the past 10 years, WASCX has underperformed AOA with an annualized return of -2.81%, while AOA has yielded a comparatively higher 7.91% annualized 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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WASCX vs. AOA - Expense Ratio Comparison
WASCX has a 2.18% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
WASCX vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Asset Strategy Fund (WASCX) 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
WASCX vs. AOA - Dividend Comparison
WASCX's dividend yield for the trailing twelve months is around 2.24%, more than AOA's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASCX Delaware Ivy Asset Strategy Fund | 2.24% | 2.28% | 0.48% | 1.66% | 1.09% | 1.51% | 1.09% | 0.37% | 0.00% | 0.00% | 0.11% | 0.03% |
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
WASCX vs. AOA - Drawdown Comparison
The maximum WASCX drawdown since its inception was -52.62%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for WASCX and AOA. For additional features, visit the drawdowns tool.
Volatility
WASCX vs. AOA - Volatility Comparison
Delaware Ivy Asset Strategy Fund (WASCX) and iShares Core Aggressive Allocation ETF (AOA) have volatilities of 2.57% and 2.62%, 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.