AOK vs. VT
AOK (iShares Core 30/70 Conservative Allocation ETF) and VT (Vanguard Total World Stock ETF) are both exchange-traded funds - AOK is a Diversified Portfolio fund tracking the S&P Target Risk Conservative Index, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Both are passively managed. Over the past 10 years, AOK returned 4.89%/yr vs 12.39%/yr for VT. Their 0.77 correlation means they have sometimes moved together and sometimes differently. AOK charges 0.15%/yr vs 0.06%/yr for VT.
Performance
AOK vs. VT - Performance Comparison
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Returns By Period
In the year-to-date period, AOK achieves a 3.61% return, which is significantly lower than VT's 11.15% return. Over the past 10 years, AOK has underperformed VT with an annualized return of 4.89%, while VT has yielded a comparatively higher 12.39% annualized return.
AOK
- 1D
- -0.05%
- 1M
- -0.92%
- 6M
- 2.08%
- YTD
- 3.61%
- 1Y
- 8.63%
- 3Y*
- 8.53%
- 5Y*
- 3.31%
- 10Y*
- 4.89%
- ALL TIME*
- 5.31%
VT
- 1D
- 0.26%
- 1M
- -0.20%
- 6M
- 7.80%
- YTD
- 11.15%
- 1Y
- 23.51%
- 3Y*
- 18.19%
- 5Y*
- 10.58%
- 10Y*
- 12.39%
- ALL TIME*
- 8.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.17M | $5.77M | $7.49M | |
| $425.08M | $369.63M | $481.55M |
AOK vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core 30/70 Conservative Allocation ETF | 3.61% | 11.26% | 6.58% | 10.85% | -14.16% | 4.87% | 9.33% | 13.90% | -3.09% | 9.70% |
VT Vanguard Total World Stock ETF | 11.15% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between AOK and VT is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2008 | 0.77 |
The correlation between AOK and VT shifts across timeframes, from 0.77 (all time) to 0.90 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AOK vs. VT — Risk / Return Rank
AOK
VT
AOK vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 30/70 Conservative Allocation ETF (AOK) and Vanguard Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.29 | -0.36 |
| Martin ratioReturn relative to average drawdown | 7.91 | 9.54 | -1.63 |
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Drawdowns
AOK vs. VT - Drawdown Comparison
The maximum AOK drawdown since its inception was -18.94%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for AOK and VT.
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Drawdown Indicators
| AOK | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.94% | -50.27% | +31.33% |
Max Drawdown (1Y)Largest decline over 1 year | -4.50% | -9.67% | +5.17% |
Max Drawdown (3Y)Largest decline over 3 years | -5.17% | -16.51% | +11.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.94% | -26.38% | +7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -18.94% | -34.24% | +15.30% |
Current DrawdownCurrent decline from peak | -1.09% | -1.84% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -2.35% | -6.97% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 2.32% | -1.23% |
Volatility
AOK vs. VT - Volatility Comparison
The current volatility for iShares Core 30/70 Conservative Allocation ETF (AOK) is 1.64%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.99%. This indicates that AOK experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOK | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 3.99% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 4.95% | 11.68% | -6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.98% | 13.96% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.17% | 16.22% | -9.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.72% | 17.18% | -10.46% |
AOK vs. VT - Expense Ratio Comparison
AOK has a 0.15% expense ratio, which is higher than VT's 0.06% 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%.
Dividends
AOK vs. VT - Dividend Comparison
AOK's dividend yield for the trailing twelve months is around 3.38%, more than VT's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core 30/70 Conservative Allocation ETF | 3.38% | 3.28% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.71% | 2.68% | 2.91% | 2.14% | 2.02% |
VT Vanguard Total World Stock ETF | 1.59% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
With a correlation of 0.90, AOK and VT 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.
VT has higher volatility (3.99%) compared to AOK (1.64%). In terms of maximum drawdown, AOK dropped -18.94% vs VT's -50.27%.
On 10-year performance, VT leads with 12.39% vs 4.89% for AOK. On fees, VT is cheaper at 0.06% per year. On volatility, AOK has been the lower-risk option at 1.64%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VT has performed better with a 12.39% return vs 4.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VT is cheaper with a 0.06% expense ratio, compared with 0.15% for AOK.
AOK has the higher dividend yield at 3.38%, compared with 1.59% for VT.
AOK is categorized as Diversified Portfolio, while VT is Global Equities. AOK tracks S&P Target Risk Conservative Index, while VT tracks FTSE Global All Cap Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.15% for AOK and 0.06% for VT.
VT currently has the higher Sharpe Ratio (1.59 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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