AOK vs. BIMPX
Compare and contrast key facts about iShares Core Conservative Allocation ETF (AOK) and BlackRock 40/60 Target Allocation Fund (BIMPX).
AOK is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Conservative Index. It was launched on Nov 4, 2008. BIMPX is managed by BlackRock. It was launched on Dec 20, 2006.
Performance
AOK vs. BIMPX - Performance Comparison
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AOK vs. BIMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core Conservative Allocation ETF | 0.12% | 11.26% | 6.58% | 10.85% | -14.16% | 4.87% | 9.33% | 13.90% | -3.09% | 9.70% |
BIMPX BlackRock 40/60 Target Allocation Fund | -1.31% | 13.43% | 4.93% | 12.41% | -14.84% | 3.51% | 19.76% | 16.65% | -3.77% | 11.77% |
Returns By Period
In the year-to-date period, AOK achieves a 0.12% return, which is significantly higher than BIMPX's -1.31% return. Over the past 10 years, AOK has underperformed BIMPX with an annualized return of 4.88%, while BIMPX has yielded a comparatively higher 6.13% annualized return.
AOK
- 1D
- 0.30%
- 1M
- -2.35%
- YTD
- 0.12%
- 6M
- 1.18%
- 1Y
- 9.60%
- 3Y*
- 8.05%
- 5Y*
- 3.38%
- 10Y*
- 4.88%
BIMPX
- 1D
- 1.58%
- 1M
- -3.70%
- YTD
- -1.31%
- 6M
- 0.16%
- 1Y
- 11.33%
- 3Y*
- 8.33%
- 5Y*
- 3.58%
- 10Y*
- 6.13%
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AOK vs. BIMPX - Expense Ratio Comparison
AOK has a 0.25% expense ratio, which is higher than BIMPX's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AOK vs. BIMPX — Risk / Return Rank
AOK
BIMPX
AOK vs. BIMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Conservative Allocation ETF (AOK) and BlackRock 40/60 Target Allocation Fund (BIMPX). 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.
| AOK | BIMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.36 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.98 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.29 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.85 | +0.37 |
Martin ratioReturn relative to average drawdown | 8.55 | 7.58 | +0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOK | BIMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.36 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.40 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.72 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.55 | +0.13 |
Correlation
The correlation between AOK and BIMPX is 0.80, 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.
Dividends
AOK vs. BIMPX - Dividend Comparison
AOK's dividend yield for the trailing twelve months is around 3.34%, less than BIMPX's 5.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core Conservative Allocation ETF | 3.34% | 3.28% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.71% | 2.68% | 2.91% | 2.14% | 2.02% |
BIMPX BlackRock 40/60 Target Allocation Fund | 5.76% | 5.68% | 0.00% | 2.96% | 3.06% | 6.35% | 4.34% | 2.66% | 7.95% | 2.50% | 1.83% | 9.76% |
Drawdowns
AOK vs. BIMPX - Drawdown Comparison
The maximum AOK drawdown since its inception was -18.94%, smaller than the maximum BIMPX drawdown of -39.37%. Use the drawdown chart below to compare losses from any high point for AOK and BIMPX.
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Drawdown Indicators
| AOK | BIMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.94% | -39.37% | +20.43% |
Max Drawdown (1Y)Largest decline over 1 year | -4.50% | -6.07% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -18.94% | -19.85% | +0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -18.94% | -19.85% | +0.91% |
Current DrawdownCurrent decline from peak | -2.89% | -4.25% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -4.82% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 1.48% | -0.31% |
Volatility
AOK vs. BIMPX - Volatility Comparison
The current volatility for iShares Core Conservative Allocation ETF (AOK) is 2.87%, while BlackRock 40/60 Target Allocation Fund (BIMPX) has a volatility of 3.61%. This indicates that AOK experiences smaller price fluctuations and is considered to be less risky than BIMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOK | BIMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 3.61% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 4.25% | 5.19% | -0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.80% | 8.64% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.05% | 9.11% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.68% | 8.50% | -1.82% |