AOR vs. NTSE
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and WisdomTree Emerging Markets Efficient Core Fund (NTSE).
AOR and NTSE 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. NTSE is an actively managed fund by WisdomTree. It was launched on May 20, 2021.
Performance
AOR vs. NTSE - Performance Comparison
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AOR vs. NTSE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 5.09% |
NTSE WisdomTree Emerging Markets Efficient Core Fund | 5.59% | 36.29% | 4.42% | 9.47% | -26.31% | -5.66% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly lower than NTSE's 5.59% 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%
NTSE
- 1D
- 3.94%
- 1M
- -10.28%
- YTD
- 5.59%
- 6M
- 11.12%
- 1Y
- 37.04%
- 3Y*
- 15.77%
- 5Y*
- —
- 10Y*
- —
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AOR vs. NTSE - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than NTSE's 0.38% expense ratio.
Return for Risk
AOR vs. NTSE — Risk / Return Rank
AOR
NTSE
AOR vs. NTSE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and WisdomTree Emerging Markets Efficient Core Fund (NTSE). 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 | NTSE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.83 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.47 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.36 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.62 | -0.65 |
Martin ratioReturn relative to average drawdown | 8.58 | 10.31 | -1.73 |
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 | NTSE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.83 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
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 | 0.15 | +0.50 |
Correlation
The correlation between AOR and NTSE is 0.76, 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. NTSE - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, less than NTSE's 3.14% 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% |
NTSE WisdomTree Emerging Markets Efficient Core Fund | 3.14% | 3.35% | 3.23% | 2.44% | 3.22% | 2.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOR vs. NTSE - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum NTSE drawdown of -42.84%. Use the drawdown chart below to compare losses from any high point for AOR and NTSE.
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Drawdown Indicators
| AOR | NTSE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -42.84% | +18.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -14.20% | +6.58% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | — | — |
Current DrawdownCurrent decline from peak | -4.82% | -10.81% | +5.99% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -20.35% | +16.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.60% | -1.85% |
Volatility
AOR vs. NTSE - Volatility Comparison
The current volatility for iShares Core Growth Allocation ETF (AOR) is 4.35%, while WisdomTree Emerging Markets Efficient Core Fund (NTSE) has a volatility of 10.91%. This indicates that AOR experiences smaller price fluctuations and is considered to be less risky than NTSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | NTSE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 10.91% | -6.56% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 15.30% | -8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 20.34% | -9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 18.76% | -8.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 18.76% | -8.12% |