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AOA vs PCPP

iShares Core 80/20 Aggressive Allocation ETF

AOAANYSE Arca

Porter & Company Permanent Portfolio Index ETF

PCPPCCboe

Overlap

Expense ratio

AOA −0.60pt a year

AOA0.15%PCPP0.75%

Avg volume · 30D

AOA 7.0×the volume

AOA143KPCPP20.6K

AOA vs PCPP Performance

Aug 6, 2026 – Nov 6, 2026

−3.9%AOA+3.2%PCPP

Aug 6, 2026 to Nov 6, 2026. AOA −3.9%. PCPP +3.2%. Use the arrow keys to read each point.−2%0%2%Aug 2026Sep 2026Nov 2026
Expense ratio
AOA 0.15%, better
PCPP 0.75%
Fund size
AOA $3.26B
PCPP $33M
1Y total return
AOA +9.4%
PCPP No data
Yield (12M)
AOA 2.23%
PCPP No data
Holdings
AOA 34511
PCPP 32
Avg volume (30D)
AOA 143K sh, better
PCPP 20.6K sh
NAV per share
AOA $94.55
PCPP $27.67
52W range

ETF.net Grade

AOA: Cost 93, Risk 53, Mission 100, Tradability 96, Holdings 81, Durability 98. PCPP: Cost 38, Risk 69, Mission 82, Tradability 37, Holdings 50, Durability 12.
Pillar letters and Scores for AOA, PCPP, with each pillar’s weight
PillarAOAPCPP
Cost30% weightA93HigherD38
Mission25% weightA100HigherA82
Risk15% weightC53B69Higher
Tradability15% weightA96HigherD37
Holdings10% weightA81HigherC50
Durability5% weightA98HigherF12

Rank among Multi-Asset Allocation funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AOA and PCPP are both graded against the same 36 Multi-Asset Allocation funds, so their Grades compare head to head.

Multi-Asset Allocation⁠

Category · 36 funds
See all 36 ›

AOA ranks 2nd and PCPP 20th of 36 funds in the Multi-Asset Allocation Category.

  1. Rank 1AUCBGState Street SPDR UC Investments 90/10 Endowment Strategy Index ETFScore 95
  2. Rank 2AAOAiShares Core 80/20 Aggressive Allocation ETFScore 88
  3. Rank 3AIRTRiShares LifePath Retirement ETFScore 86
  4. Rank 20CLCRLeuthold Core Exchange Traded FundScore 53
  5. Rank 20CPCPPPorter & Company Permanent Portfolio Index ETFScore 53
  6. Rank 23CCSRACohen & Steers Real Assets Active ETFScore 51

Our read on each fund

ETF.net Research

AOAAiShares Core 80/20 Aggressive Allocation ETF

PCPPCPorter & Company Permanent Portfolio Index ETF

In short

AOA A whole portfolio in one ticker. Since 2008, AOA has held a fixed 80/20 mix of global stock and bond index funds, with its index rebalancing the split back to target twice a year. No spreadsheet required.

PCPP No data

Stated mandate

AOA The Fund seeks to follow an index of equity and fixed-income ETFs designed for an aggressive target-risk allocation. It offers a diversified portfolio emphasizing growth and relatively higher equity exposure.

PCPP No data

Why people hold it

  • AOA One trade buys a handful of underlying iShares index funds spanning global stocks and bonds, with the 80/20 split set by index rule rather than a manager's judgment call.ishares.comspglobal.com
  • Costs 0.15% net of a waiver through November 30, 2026 (0.19% gross), below the median fee in its allocation category.
  • Live since November 2008 and now a multi-billion-dollar fund, it has run the same target-risk mandate through the financial crisis and everything after.ishares.com
  • Among the strongest implementations in a crowded field of allocation funds, and it pays out quarterly.

PCPP No data

Worth knowing

  • AOA Eighty percent equity means it rides global stock swings closely. The 20% bond sleeve softens drawdowns rather than stopping them.spglobal.com
  • That 0.15% is net of a contractual waiver through November 30, 2026. The gross 0.19% is the figure that applies if the waiver is not renewed.
  • Cheaper one-ticket rivals now exist: UCBG at 0.06% and IRTR at 0.08%. IRTR also glides its risk down over time, while AOA's 80/20 stays put.

PCPP No data

Full AOA profile⁠

Full PCPP profile⁠

AOA vs PCPP Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AOA vs PCPP Cost

Overpaying PCPP vs AOA

$11,345

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AOA 0.15%

    $3,137

  • PCPP 0.75%

    $14,482

$10,000
30 years

Cost over time

  • AOA 0.15%
  • PCPP 0.75%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530PCPP $14,482AOA $3,137

Year by year

YearAOAPCPPOverpaying
10$274$1,336$1,062
20$1,071$5,078$4,007
30$3,137$14,482$11,345

Expense ratio

  • 0.15%AOA, cheaper
  • 0.75%PCPP
  • Middle half of Multi-Asset Allocation funds
  • Median 0.61%

AOA 3rd cheapest of 36 funds

PCPP 22nd cheapest of 36 funds

AOA vs PCPP Dividends

Last 12 months to Nov 6, 2026
Yield (12M)
AOA 2.23%
PCPP No data
Payout (12M)
AOA $2.11
PCPP None
Last payment
AOA $0.30
PCPP No data
Ex-dividend
AOA Oct 2, 2026
PCPP No data
Paid on
AOA Oct 7, 2026
PCPP No data
Frequency
AOA Quarterly
PCPP No data

Distribution history

Per share, 2017 to 2026, same scale for both

AOAQuarterly · 39 paymentsAll AOA payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Apr 4, 2017 $0.13; Jul 6, 2017 $0.40; Oct 3, 2017 $0.16; Dec 28, 2017 $2.06; Apr 3, 2018 $0.15; Jul 3, 2018 $0.48; Oct 2, 2018 $0.17; Dec 28, 2018 $0.35; Apr 2, 2019 $0.18; Jul 2, 2019 $0.55; Oct 2, 2019 $0.18; Dec 24, 2019 $0.54; Apr 2, 2020 $0.16; Jul 2, 2020 $0.36; Oct 2, 2020 $0.16; Dec 24, 2020 $0.42; Apr 5, 2021 $0.11; Jul 2, 2021 $0.38; Oct 4, 2021 $0.15; Dec 23, 2021 $0.57; Apr 4, 2022 $0.17; Jul 5, 2022 $0.51; Oct 4, 2022 $0.20; Dec 23, 2022 $0.38; Apr 4, 2023 $0.18; Jul 5, 2023 $0.50; Oct 3, 2023 $0.22; Dec 22, 2023 $0.63; Apr 2, 2024 $0.21; Jul 2, 2024 $0.55; Oct 2, 2024 $0.27; Dec 20, 2024 $0.74; Apr 2, 2025 $0.22; Jul 2, 2025 $0.62; Oct 2, 2025 $0.25; Dec 23, 2025 $0.86; Apr 2, 2026 $0.28; Jul 2, 2026 $0.68; Oct 2, 2026 $0.30. Use the arrow keys to read each point.$0$22017202020232026YTD
PCPPAll PCPP payments⁠

No distribution history available.

AOA vs PCPP Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AOA 9.6%PCPP No data
Return per unit of riskSharpe ratio, 3 years
AOA 1.37PCPP No data
Worst fallMax drawdown, 5 years
AOA −23.6%PCPP No data
Market sensitivityBeta, 5 years
AOA 1.06PCPP 1.86

AOA and PCPP in the news

All news⁠

Popular comparisons

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    iShares Core 80/20 Aggressive Allocation ETF · State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF

    Expense ratio
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    Category
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