AOR vs. BALFX
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and American Funds American Balanced Fund (BALFX).
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. BALFX is managed by American Funds. It was launched on Mar 15, 2001.
Performance
AOR vs. BALFX - Performance Comparison
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AOR vs. BALFX - 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% |
BALFX American Funds American Balanced Fund | -2.88% | 18.40% | 14.91% | 13.62% | -12.19% | 15.69% | 10.81% | 18.50% | -3.54% | 14.63% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly higher than BALFX's -2.88% return. Over the past 10 years, AOR has underperformed BALFX with an annualized return of 7.74%, while BALFX has yielded a comparatively higher 8.93% 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%
BALFX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.88%
- 6M
- 0.82%
- 1Y
- 15.28%
- 3Y*
- 13.46%
- 5Y*
- 8.01%
- 10Y*
- 8.93%
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AOR vs. BALFX - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than BALFX's 0.62% expense ratio.
Return for Risk
AOR vs. BALFX — Risk / Return Rank
AOR
BALFX
AOR vs. BALFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and American Funds American Balanced Fund (BALFX). 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 | BALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.42 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.08 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.29 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.99 | -0.02 |
Martin ratioReturn relative to average drawdown | 8.58 | 8.46 | +0.12 |
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 | BALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.42 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.77 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.85 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.65 | +0.01 |
Correlation
The correlation between AOR and BALFX is 0.91, 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. BALFX - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, less than BALFX's 8.48% 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% |
BALFX American Funds American Balanced Fund | 8.48% | 8.22% | 7.14% | 2.02% | 2.24% | 4.24% | 4.31% | 3.44% | 5.30% | 4.66% | 4.18% | 5.54% |
Drawdowns
AOR vs. BALFX - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum BALFX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AOR and BALFX.
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Drawdown Indicators
| AOR | BALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -40.20% | +15.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -7.34% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -18.81% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | -22.34% | -0.61% |
Current DrawdownCurrent decline from peak | -4.82% | -7.03% | +2.21% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -4.18% | +0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.73% | +0.02% |
Volatility
AOR vs. BALFX - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) has a higher volatility of 4.35% compared to American Funds American Balanced Fund (BALFX) at 3.28%. This indicates that AOR's price experiences larger fluctuations and is considered to be riskier than BALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | BALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 3.28% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 6.75% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 11.10% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 10.41% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 10.61% | +0.03% |