YYY vs. AOA
YYY (Amplify CEF High Income ETF) and AOA (iShares Core 80/20 Aggressive Allocation ETF) are both Diversified Portfolio funds - YYY tracks the Nasdaq CEF High Income™ Index while AOA tracks the S&P Target Risk Aggressive Index. Both are passively managed. Over the past 10 years, YYY returned 5.72%/yr vs 10.74%/yr for AOA. A 0.71 correlation means they provide meaningful diversification when combined. YYY charges 3.23%/yr vs 0.15%/yr for AOA.
Performance
YYY vs. AOA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, YYY achieves a 4.69% return, which is significantly lower than AOA's 8.19% return. Over the past 10 years, YYY has underperformed AOA with an annualized return of 5.72%, while AOA has yielded a comparatively higher 10.74% annualized return.
YYY
- 1D
- -0.16%
- 1M
- -0.13%
- YTD
- 4.69%
- 6M
- 4.24%
- 1Y
- 11.80%
- 3Y*
- 12.32%
- 5Y*
- 3.00%
- 10Y*
- 5.72%
AOA
- 1D
- -1.54%
- 1M
- -0.18%
- YTD
- 8.19%
- 6M
- 7.63%
- 1Y
- 21.66%
- 3Y*
- 16.66%
- 5Y*
- 8.78%
- 10Y*
- 10.74%
YYY vs. AOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YYY Amplify CEF High Income ETF | 4.69% | 13.08% | 11.86% | 12.98% | -21.78% | 14.13% | -0.86% | 21.87% | -10.21% | 13.86% |
AOA iShares Core 80/20 Aggressive Allocation ETF | 8.19% | 19.59% | 13.55% | 18.27% | -16.23% | 15.42% | 12.82% | 22.60% | -7.86% | 20.05% |
Correlation
The correlation between YYY and AOA is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2012 | 0.71 |
The correlation between YYY and AOA has been stable across timeframes, ranging from 0.71 to 0.76 - a consistent structural relationship.
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
YYY vs. AOA — Risk / Return Rank
YYY
AOA
YYY vs. AOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify CEF High Income ETF (YYY) 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.
| YYY | AOA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.65 | -1.18 |
| Martin ratioReturn relative to average drawdown | 6.33 | 11.52 | -5.19 |
Loading charts...
Drawdowns
YYY vs. AOA - Drawdown Comparison
The maximum YYY drawdown since its inception was -42.52%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for YYY and AOA.
Loading charts...
Drawdown Indicators
| YYY | AOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -28.38% | -14.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -8.20% | +0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -13.47% | -12.94% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -27.92% | -23.62% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | -42.52% | -28.38% | -14.14% |
Current DrawdownCurrent decline from peak | -1.08% | -2.08% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -4.04% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 1.88% | -0.01% |
Volatility
YYY vs. AOA - Volatility Comparison
The current volatility for Amplify CEF High Income ETF (YYY) is 2.53%, while iShares Core 80/20 Aggressive Allocation ETF (AOA) has a volatility of 4.43%. This indicates that YYY 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 charts...
Volatility by Period
| YYY | AOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 4.43% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.22% | 9.34% | -2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.70% | 11.25% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.37% | 13.09% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.89% | 13.51% | +0.38% |
YYY vs. AOA - Expense Ratio Comparison
YYY has a 3.23% expense ratio, which is higher than AOA's 0.15% expense ratio.
Dividends
YYY vs. AOA - Dividend Comparison
YYY's dividend yield for the trailing twelve months is around 12.59%, more than AOA's 2.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core 80/20 Aggressive Allocation ETF | 2.08% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
YYY Amplify CEF High Income ETF | 12.59% | 12.51% | 12.50% | 12.39% | 12.36% | 9.08% | 9.79% | 9.10% | 9.73% | 8.16% | 10.34% | 10.77% |
Frequently Asked Questions
YYY and AOA have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOA has higher volatility (4.43%) compared to YYY (2.53%). In terms of maximum drawdown, YYY dropped -42.52% vs AOA's -28.38%.
On 10-year performance, AOA leads with 10.74% vs 5.72% for YYY. On fees, AOA is cheaper at 0.15% per year. On volatility, YYY has been the lower-risk option at 2.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, AOA has performed better with a 10.74% return vs 5.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOA is cheaper with a 0.15% expense ratio, compared with 3.23% for YYY.
YYY has the higher dividend yield at 12.59%, compared with 2.08% for AOA.
YYY tracks Nasdaq CEF High Income™ Index, while AOA tracks S&P Target Risk Aggressive Index. They also come from different issuers: Amplify and iShares. Their fees differ too: 3.23% for YYY and 0.15% for AOA.
AOA currently has the higher Sharpe Ratio (1.94 vs 1.36), 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.
Find the right allocation for YYY 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