AAAA vs. AOR
AAAA (Amplius Aggressive Asset Allocation ETF) and AOR (iShares Core 60/40 Balanced Allocation ETF) are both Diversified Portfolio funds. AAAA is actively managed, while AOR is passively managed. Their correlation of 0.95 suggests significant overlap in exposure. AAAA charges 0.49%/yr vs 0.15%/yr for AOR.
Performance
AAAA vs. AOR - Performance Comparison
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Returns By Period
In the year-to-date period, AAAA achieves a 10.05% return, which is significantly higher than AOR's 6.43% return.
AAAA
- 1D
- -0.13%
- 1M
- -0.44%
- YTD
- 10.05%
- 6M
- 8.97%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOR
- 1D
- 0.12%
- 1M
- 0.10%
- YTD
- 6.43%
- 6M
- 5.78%
- 1Y
- 16.24%
- 3Y*
- 13.63%
- 5Y*
- 6.73%
- 10Y*
- 8.56%
AAAA vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 10.05% | 10.11% |
AOR iShares Core 60/40 Balanced Allocation ETF | 6.43% | 8.12% |
Correlation
The correlation between AAAA and AOR is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025 | 0.95 |
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Return for Risk
AAAA vs. AOR — Risk / Return Rank
AAAA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOR
AAAA vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and iShares Core 60/40 Balanced Allocation ETF (AOR). 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.
| AAAA | AOR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.46 | — |
| Martin ratioReturn relative to average drawdown | — | 10.51 | — |
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Drawdowns
AAAA vs. AOR - Drawdown Comparison
The maximum AAAA drawdown since its inception was -7.83%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for AAAA and AOR.
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Drawdown Indicators
| AAAA | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.83% | -24.44% | +16.61% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.64% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.77% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.95% | — |
Current DrawdownCurrent decline from peak | -2.62% | -1.42% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -1.05% | -3.47% | +2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.55% | — |
Volatility
AAAA vs. AOR - Volatility Comparison
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Volatility by Period
| AAAA | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.61% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.48% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 8.95% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 10.64% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.84% | 10.66% | +1.18% |
AAAA vs. AOR - Expense Ratio Comparison
AAAA has a 0.49% expense ratio, which is higher than AOR's 0.15% expense ratio.
Dividends
AAAA vs. AOR - Dividend Comparison
AAAA's dividend yield for the trailing twelve months is around 0.81%, less than AOR's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 0.81% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOR iShares Core 60/40 Balanced Allocation ETF | 2.49% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
Frequently Asked Questions
With a correlation of 0.95, AAAA and AOR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, AOR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOR is cheaper with a 0.15% expense ratio, compared with 0.49% for AAAA.
AOR has the higher dividend yield at 2.49%, compared with 0.81% for AAAA.
They also come from different issuers: Amplius and iShares. Their fees differ too: 0.49% for AAAA and 0.15% for AOR.
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