AOR vs. JPST
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and JPMorgan Ultra-Short Income ETF (JPST).
AOR and JPST 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. JPST is an actively managed fund by JPMorgan. It was launched on May 17, 2017.
Performance
AOR vs. JPST - Performance Comparison
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AOR vs. JPST - 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% | 8.24% |
JPST JPMorgan Ultra-Short Income ETF | 0.71% | 4.99% | 5.58% | 5.13% | 1.14% | 0.11% | 2.18% | 3.34% | 2.23% | 1.00% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly lower than JPST's 0.71% 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%
JPST
- 1D
- 0.08%
- 1M
- 0.03%
- YTD
- 0.71%
- 6M
- 1.89%
- 1Y
- 4.41%
- 3Y*
- 5.12%
- 5Y*
- 3.50%
- 10Y*
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AOR vs. JPST - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is higher than JPST's 0.18% 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. JPST — Risk / Return Rank
AOR
JPST
AOR vs. JPST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and JPMorgan Ultra-Short Income ETF (JPST). 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 | JPST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 7.27 | -5.89 |
Sortino ratioReturn per unit of downside risk | 1.99 | 13.92 | -11.93 |
Omega ratioGain probability vs. loss probability | 1.29 | 3.41 | -2.13 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 14.93 | -12.96 |
Martin ratioReturn relative to average drawdown | 8.58 | 94.51 | -85.93 |
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 | JPST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 7.27 | -5.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 6.16 | -5.58 |
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 | 3.16 | -2.50 |
Correlation
The correlation between AOR and JPST is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AOR vs. JPST - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, less than JPST's 4.36% 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% |
JPST JPMorgan Ultra-Short Income ETF | 4.36% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% | 0.00% | 0.00% |
Drawdowns
AOR vs. JPST - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for AOR and JPST.
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Drawdown Indicators
| AOR | JPST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -3.28% | -21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -0.30% | -7.32% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -0.79% | -20.93% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | — | — |
Current DrawdownCurrent decline from peak | -4.82% | 0.00% | -4.82% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -0.08% | -3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 0.05% | +1.70% |
Volatility
AOR vs. JPST - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) has a higher volatility of 4.35% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.22%. This indicates that AOR's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | JPST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 0.22% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 0.35% | +6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 0.61% | +10.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 0.57% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 0.94% | +9.70% |