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AOA vs WTIP

iShares Core 80/20 Aggressive Allocation ETF

AOAANYSE Arca

WisdomTree Inflation Plus Fund

WTIPDNasdaq

Overlap

Expense ratio

AOA −0.50pt a year

AOA0.15%WTIP0.65%

Avg volume · 30D

AOA 19.8×the volume

AOA135KWTIP6.78K

AOA vs WTIP Performance

Oct 31, 2025 – Oct 30, 2026

+10.1%AOA+18.1%WTIP

Oct 31, 2025 to Oct 30, 2026. AOA +10.1%. WTIP +18.1%. Use the arrow keys to read each point.0%5%25%Oct 2025Apr 2026Oct 2026
Expense ratio
AOA 0.15%, better
WTIP 0.65%
Fund size
AOA $3.32B
WTIP $28M
1Y total return
AOA +10.1%
WTIP +18.1%, better
Yield (12M)
AOA 2.19%
WTIP 9.08%, better
Holdings
AOA 34240
WTIP 35
Avg volume (30D)
AOA 135K sh, better
WTIP 6.78K sh
NAV per share
AOA $96.21
WTIP $34.82
52W range

ETF.net Grade

AOA: Cost 93, Risk 55, Mission 100, Tradability 96, Holdings 81, Durability 98. WTIP: Cost 44, Risk 32, Mission not scored, Tradability 35, Holdings not scored, Durability 36.
Pillar letters and Scores for AOA, WTIP, with each pillar’s weight
PillarAOAWTIP
Cost30% weightA93HigherC44
Mission25% weightA100Not scored
Risk15% weightB55HigherD32
Tradability15% weightA96HigherD35
Holdings10% weightA81Not scored
Durability5% weightA98HigherD36

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 WTIP are both graded against the same 37 Multi-Asset Allocation funds, so their Grades compare head to head.

Multi-Asset Allocation⁠

Category · 37 funds
See all 37 ›

AOA ranks 2nd and WTIP 29th of 37 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 28DGDMAGadsden Dynamic Multi-Asset ETFScore 39
  5. Rank 29DWTIPWisdomTree Inflation Plus FundScore 38
  6. Rank 30DBAMABrookstone Active ETFScore 37

Our read on each fund

ETF.net Research

AOAAiShares Core 80/20 Aggressive Allocation ETF

WTIPDWisdomTree Inflation Plus Fund

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.

WTIP 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.

WTIP 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.

WTIP 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.

WTIP No data

Full AOA profile⁠

Full WTIP profile⁠

AOA vs WTIP 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 WTIP Cost

Overpaying WTIP vs AOA

$9,580

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

  • AOA 0.15%

    $3,137

  • WTIP 0.65%

    $12,717

$10,000
30 years

Cost over time

  • AOA 0.15%
  • WTIP 0.65%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530WTIP $12,717AOA $3,137

Year by year

YearAOAWTIPOverpaying
10$274$1,163$889
20$1,071$4,440$3,369
30$3,137$12,717$9,580

Expense ratio

  • 0.15%AOA, cheaper
  • 0.65%WTIP
  • Middle half of Multi-Asset Allocation funds
  • Median 0.57%

AOA 3rd cheapest of 37 funds

WTIP 20th cheapest of 37 funds

AOA vs WTIP Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AOA 2.19%
WTIP 9.08%, better
Payout (12M)
AOA $2.11
WTIP $3.15
Last payment
AOA $0.30
WTIP $1.96
Ex-dividend
AOA Oct 2, 2026
WTIP Oct 27, 2026
Paid on
AOA Oct 7, 2026
WTIP Oct 29, 2026
Frequency
AOA Quarterly
WTIP Monthly

Distribution history

Per share, 2023 to 2026, same scale for both

AOAQuarterly · 15 paymentsAll AOA payments⁠
One bar per payment. 15 payments from 2023 to 2026 YTD. 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$220232026YTD
WTIPMonthly · 14 paymentsAll WTIP payments⁠
One bar per payment. 14 payments from 2023 to 2026 YTD. Jul 28, 2025 $0.07; Aug 26, 2025 $0.09; Sep 25, 2025 $0.11; Oct 28, 2025 $0.09; Nov 24, 2025 $0.09; Dec 10, 2025 $0.0091; Dec 26, 2025 $0.09; Mar 26, 2026 $0.02; Apr 27, 2026 $0.18; May 26, 2026 $0.34; Jun 25, 2026 $0.27; Jul 28, 2026 $0.20; Sep 25, 2026 $0.03; Oct 27, 2026 $1.96. Use the arrow keys to read each point.$0$220232026YTD

AOA vs WTIP 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%WTIP 12.6%since Jul 2025
Return per unit of riskSharpe ratio, 3 years
AOA 1.37WTIP 1.24since Jul 2025
Worst fallMax drawdown, 5 years
AOA −23.6%WTIP −16.5%since Jun 2025
Market sensitivityBeta, 5 years
AOA 1.06WTIP −0.03

AOA and WTIP in the news

All news⁠

Popular comparisons

  • AOAAvsUCBGA

    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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  • WTIPDvsUCBGA

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  • WTIPDvsINCEA

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    Category
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