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 Chase. It was launched on May 17, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOR or JPST.
Key characteristics
| AOR | JPST | |
|---|---|---|
| YTD Return | 2.10% | 1.61% |
| 1Y Return | 10.36% | 5.40% |
| 3Y Return (Ann) | 1.57% | 2.63% |
| 5Y Return (Ann) | 5.98% | 2.44% |
| Sharpe Ratio | 1.28 | 9.65 |
| Daily Std Dev | 8.42% | 0.57% |
| Max Drawdown | -24.44% | -3.28% |
| Current Drawdown | -2.47% | 0.00% |
Correlation
The correlation between AOR and JPST is 0.11, 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.
Performance
AOR vs. JPST - Performance Comparison
In the year-to-date period, AOR achieves a 2.10% return, which is significantly higher than JPST's 1.61% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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%.
Risk-Adjusted Performance
AOR vs. JPST - Risk-Adjusted Performance 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.
Dividends
AOR vs. JPST - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.50%, less than JPST's 5.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | 2.50% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 1.96% | 2.12% | 2.11% | 1.92% |
JPST JPMorgan Ultra-Short Income ETF | 5.08% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% | 0.00% | 0.00% | 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. For additional features, visit the drawdowns tool.
Volatility
AOR vs. JPST - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) has a higher volatility of 2.33% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.14%. 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.