AOR vs. AVMA
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and Avantis Moderate Allocation ETF (AVMA).
AOR and AVMA 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. AVMA is an actively managed fund by Avantis. It was launched on Jun 27, 2023.
Performance
AOR vs. AVMA - Performance Comparison
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AOR vs. AVMA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 6.42% |
AVMA Avantis Moderate Allocation ETF | 1.73% | 16.72% | 10.01% | 8.19% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly lower than AVMA's 1.73% 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%
AVMA
- 1D
- 1.95%
- 1M
- -4.19%
- YTD
- 1.73%
- 6M
- 4.85%
- 1Y
- 18.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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AOR vs. AVMA - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is higher than AVMA's 0.21% 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
AOR vs. AVMA — Risk / Return Rank
AOR
AVMA
AOR vs. AVMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and Avantis Moderate Allocation ETF (AVMA). 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 | AVMA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.57 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.25 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.33 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.08 | -0.11 |
Martin ratioReturn relative to average drawdown | 8.58 | 9.88 | -1.30 |
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 | AVMA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.57 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.30 | -0.65 |
Correlation
The correlation between AOR and AVMA is 0.94, 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. AVMA - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, more than AVMA's 2.54% 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% |
AVMA Avantis Moderate Allocation ETF | 2.54% | 2.21% | 2.28% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOR vs. AVMA - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, which is greater than AVMA's maximum drawdown of -11.81%. Use the drawdown chart below to compare losses from any high point for AOR and AVMA.
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Drawdown Indicators
| AOR | AVMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -11.81% | -12.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -9.15% | +1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | — | — |
Current DrawdownCurrent decline from peak | -4.82% | -4.58% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -1.61% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.92% | -0.17% |
Volatility
AOR vs. AVMA - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) and Avantis Moderate Allocation ETF (AVMA) have volatilities of 4.35% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | AVMA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 4.36% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 7.00% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 12.13% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 10.33% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 10.33% | +0.31% |