AOR vs. TACK
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and Fairlead Tactical Sector Fund (TACK).
AOR and TACK 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. TACK is an actively managed fund by Fairlead. It was launched on Mar 22, 2022.
Performance
AOR vs. TACK - Performance Comparison
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AOR vs. TACK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -10.08% |
TACK Fairlead Tactical Sector Fund | 1.74% | 10.93% | 11.76% | 7.43% | -5.41% |
Returns By Period
In the year-to-date period, AOR achieves a -1.02% return, which is significantly lower than TACK's 1.74% 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%
TACK
- 1D
- 1.80%
- 1M
- -4.15%
- YTD
- 1.74%
- 6M
- 1.90%
- 1Y
- 13.24%
- 3Y*
- 9.26%
- 5Y*
- —
- 10Y*
- —
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AOR vs. TACK - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than TACK's 0.76% expense ratio.
Return for Risk
AOR vs. TACK — Risk / Return Rank
AOR
TACK
AOR vs. TACK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and Fairlead Tactical Sector Fund (TACK). 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 | TACK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.01 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.50 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.49 | +0.48 |
Martin ratioReturn relative to average drawdown | 8.58 | 7.15 | +1.44 |
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 | TACK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.01 | +0.37 |
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 | 0.57 | +0.09 |
Correlation
The correlation between AOR and TACK is 0.74, 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. TACK - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.57%, more than TACK's 1.25% 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% |
TACK Fairlead Tactical Sector Fund | 1.25% | 1.18% | 1.26% | 1.29% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOR vs. TACK - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, which is greater than TACK's maximum drawdown of -14.49%. Use the drawdown chart below to compare losses from any high point for AOR and TACK.
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Drawdown Indicators
| AOR | TACK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -14.49% | -9.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -9.74% | +2.12% |
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% | -4.15% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -4.31% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.02% | -0.27% |
Volatility
AOR vs. TACK - Volatility Comparison
iShares Core Growth Allocation ETF (AOR) has a higher volatility of 4.35% compared to Fairlead Tactical Sector Fund (TACK) at 4.13%. This indicates that AOR's price experiences larger fluctuations and is considered to be riskier than TACK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | TACK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 4.13% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.49% | 7.47% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 13.25% | -2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 11.33% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 11.33% | -0.69% |