AOR vs. ACWI
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and iShares MSCI ACWI ETF (ACWI).
AOR and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. Both AOR and ACWI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AOR vs. ACWI - Performance Comparison
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AOR vs. ACWI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
ACWI iShares MSCI ACWI ETF | -2.21% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly higher than ACWI's -2.21% return. Over the past 10 years, AOR has underperformed ACWI with an annualized return of 7.74%, while ACWI has yielded a comparatively higher 11.58% annualized return.
AOR
- 1D
- 1.95%
- 1M
- -4.47%
- YTD
- -1.02%
- 6M
- 1.40%
- 1Y
- 14.76%
- 3Y*
- 11.65%
- 5Y*
- 5.99%
- 10Y*
- 7.74%
ACWI
- 1D
- 3.11%
- 1M
- -6.11%
- YTD
- -2.21%
- 6M
- 0.97%
- 1Y
- 20.86%
- 3Y*
- 16.98%
- 5Y*
- 9.40%
- 10Y*
- 11.58%
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AOR vs. ACWI - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than ACWI's 0.32% expense ratio.
Return for Risk
AOR vs. ACWI — Risk / Return Rank
AOR
ACWI
AOR vs. ACWI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and iShares MSCI ACWI ETF (ACWI). 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.
| AOR | ACWI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.20 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.77 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.79 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.58 | 8.26 | +0.32 |
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
| AOR | ACWI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.20 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.59 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.68 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.39 | +0.27 |
Correlation
The correlation between AOR and ACWI is 0.93, 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
AOR vs. ACWI - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, more than ACWI's 1.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | 2.57% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
ACWI iShares MSCI ACWI ETF | 1.59% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
Drawdowns
AOR vs. ACWI - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for AOR and ACWI.
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Drawdown Indicators
| AOR | ACWI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -56.00% | +31.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -11.76% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -26.42% | +4.70% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | -33.53% | +10.58% |
Current DrawdownCurrent decline from peak | -4.82% | -6.92% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -8.69% | +5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.54% | -0.79% |
Volatility
AOR vs. ACWI - Volatility Comparison
The current volatility for iShares Core Growth Allocation ETF (AOR) is 4.35%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 6.38%. This indicates that AOR experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | ACWI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 6.38% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 10.05% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 17.48% | -6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 15.97% | -5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 17.08% | -6.44% |