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AOR vs. AOA

Last updated Jan 28, 2023

Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and iShares Core Aggressive Allocation ETF (AOA).

AOR and AOA 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. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008. Both AOR and AOA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible. Both AOR and AOA have an expense ratio of 0.25%.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOR or AOA.

Key characteristics


AORAOA
YTD Return6.32%6.79%
1Y Return-5.36%-4.64%
5Y Return (Ann)3.64%4.50%
10Y Return (Ann)6.18%7.70%
Sharpe Ratio-0.36-0.25
Daily Std Dev15.05%18.35%
Max Drawdown-22.95%-28.38%

AOR vs. AOA - Performance Comparison

The chart shows the growth of $10,000 invested in AOR and AOA. Since Jan 5, 2010, AOR has shown a total return of 131.61%, lower than AOA's total return of 183.91%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2023
1.15%
2.28%
AOR
AOA

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AOR vs. AOA - Dividend Comparison

AOR's dividend yield for the trailing twelve months is around 2.00%, more than AOA's 1.97% yield.


PeriodTTM2022202120202019201820172016201520142013201220112010
AOA1.97%2.10%1.71%1.78%2.65%2.57%5.66%2.64%2.57%2.66%2.30%2.77%2.87%2.17%
AOR2.00%2.12%1.67%1.96%2.71%2.71%5.03%2.52%2.52%2.56%2.39%2.64%3.13%2.44%

AOR vs. AOA - Sharpe Ratio Comparison

The current AOR Sharpe Ratio is -0.36, which is lower than the AOA Sharpe Ratio of -0.25. The chart below compares the 12-month rolling Sharpe Ratio of AOR and AOA.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20SeptemberOctoberNovemberDecember2023
-0.36
-0.25
AOR
AOA

AOR vs. AOA - Drawdown Comparison

The maximum AOR drawdown for the period was -22.95%, roughly equal to the maximum AOA drawdown of -28.38%. The drawdown chart below compares losses from any high point along the way for AOR and AOA


-20.00%-15.00%-10.00%-5.00%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2023
-10.75%
-10.94%
AOR
AOA

AOR vs. AOA - Volatility Comparison

The volatility of AOR is currently 7.47%, which is lower than the volatility of AOA at 8.57%. The chart below compares the 10-day rolling volatility of AOR and AOA.


10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2023
7.47%
8.57%
AOR
AOA