AOK vs. THRV
AOK (iShares Core 30/70 Conservative Allocation ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. AOK is passively managed, while THRV is actively managed. A 0.69 correlation means they provide meaningful diversification when combined. AOK charges 0.15%/yr vs 1.80%/yr for THRV.
Performance
AOK vs. THRV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AOK achieves a 3.83% return, which is significantly higher than THRV's 1.77% return.
AOK
- 1D
- -0.58%
- 1M
- 0.30%
- YTD
- 3.83%
- 6M
- 3.39%
- 1Y
- 11.04%
- 3Y*
- 9.03%
- 5Y*
- 3.59%
- 10Y*
- 5.20%
THRV
- 1D
- -0.02%
- 1M
- -0.35%
- YTD
- 1.77%
- 6M
- 1.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOK vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOK iShares Core 30/70 Conservative Allocation ETF | 3.83% | 1.48% |
THRV Prospera Income ETF | 1.77% | 0.15% |
Correlation
The correlation between AOK and THRV is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.69 |
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
AOK vs. THRV — Risk / Return Rank
AOK
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOK vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 30/70 Conservative Allocation ETF (AOK) and Prospera Income ETF (THRV). 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.
| AOK | THRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.35 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | — | — |
| Martin ratioReturn relative to average drawdown | 10.37 | — | — |
Loading charts...
Drawdowns
AOK vs. THRV - Drawdown Comparison
The maximum AOK drawdown since its inception was -18.94%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for AOK and THRV.
Loading charts...
Drawdown Indicators
| AOK | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.94% | -1.50% | -17.44% |
Max Drawdown (1Y)Largest decline over 1 year | -4.50% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.37% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.94% | — | — |
Current DrawdownCurrent decline from peak | -0.82% | -0.60% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -0.44% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | — | — |
Volatility
AOK vs. THRV - Volatility Comparison
Loading charts...
Volatility by Period
| AOK | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 4.85% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.01% | 2.95% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.15% | 2.95% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.72% | 2.95% | +3.77% |
AOK vs. THRV - Expense Ratio Comparison
AOK has a 0.15% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
AOK vs. THRV - Dividend Comparison
AOK's dividend yield for the trailing twelve months is around 3.29%, less than THRV's 5.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core 30/70 Conservative Allocation ETF | 3.29% | 3.28% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.71% | 2.68% | 2.91% | 2.14% | 2.02% |
THRV Prospera Income ETF | 5.40% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AOK and THRV have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOK is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOK is cheaper with a 0.15% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 5.40%, compared with 3.29% for AOK.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.15% for AOK and 1.80% for THRV.
Find the right allocation for AOK and THRV
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