AOR vs. DGRO

In the year-to-date period, AOR achieves a 3.11% return, which is significantly higher than DGRO's 1.63% return. Over the past 10 years, AOR has underperformed DGRO with an annualized return of 6.14%, while DGRO has yielded a comparatively higher 11.36% annualized return.

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AOR has a 0.25% expense ratio, which is higher than DGRO's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and iShares Core Dividend Growth ETF (DGRO). 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.

The current AOR Sharpe Ratio is 0.86, which is higher than the DGRO Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AOR and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AOR's dividend yield for the trailing twelve months is around 2.63%, while DGRO has not paid dividends to shareholders.

The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for AOR and DGRO. For additional features, visit the drawdowns tool.

The current volatility for iShares Core Growth Allocation ETF (AOR) is 3.14%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 4.86%. This indicates that AOR experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.