AOR vs. BIGPX
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and BlackRock 60/40 Target Allocation Fund Class I (BIGPX).
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. BIGPX is managed by BlackRock. It was launched on Dec 21, 2006.
Performance
AOR vs. BIGPX - Performance Comparison
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AOR vs. BIGPX - 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% |
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -3.83% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly higher than BIGPX's -3.83% return. Both investments have delivered pretty close results over the past 10 years, with AOR having a 7.74% annualized return and BIGPX not far behind at 7.46%.
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%
BIGPX
- 1D
- -0.26%
- 1M
- -6.82%
- YTD
- -3.83%
- 6M
- -1.75%
- 1Y
- 12.38%
- 3Y*
- 8.33%
- 5Y*
- 3.93%
- 10Y*
- 7.46%
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AOR vs. BIGPX - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than BIGPX's 0.43% expense ratio.
Return for Risk
AOR vs. BIGPX — Risk / Return Rank
AOR
BIGPX
AOR vs. BIGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and BlackRock 60/40 Target Allocation Fund Class I (BIGPX). 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 | BIGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.11 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.63 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.40 | +0.56 |
Martin ratioReturn relative to average drawdown | 8.58 | 6.11 | +2.47 |
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 | BIGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.11 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.33 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.66 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.45 | +0.20 |
Correlation
The correlation between AOR and BIGPX is 0.90, 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. BIGPX - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, less than BIGPX's 8.29% 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% |
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.29% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
Drawdowns
AOR vs. BIGPX - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum BIGPX drawdown of -46.95%. Use the drawdown chart below to compare losses from any high point for AOR and BIGPX.
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Drawdown Indicators
| AOR | BIGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -46.95% | +22.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -7.91% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -21.88% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | -22.34% | -0.61% |
Current DrawdownCurrent decline from peak | -4.82% | -7.27% | +2.45% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -6.32% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.84% | -0.09% |
Volatility
AOR vs. BIGPX - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) has a higher volatility of 4.35% compared to BlackRock 60/40 Target Allocation Fund Class I (BIGPX) at 3.89%. This indicates that AOR's price experiences larger fluctuations and is considered to be riskier than BIGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | BIGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 3.89% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 6.54% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 11.46% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 11.81% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 11.27% | -0.63% |