AOR vs. THRV
AOR (iShares Core 60/40 Balanced Allocation ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. AOR is passively managed, while THRV is actively managed. A 0.67 correlation means they provide meaningful diversification when combined. AOR charges 0.15%/yr vs 1.80%/yr for THRV.
Performance
AOR vs. THRV - Performance Comparison
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Returns By Period
In the year-to-date period, AOR achieves a 6.69% return, which is significantly higher than THRV's 2.23% return.
AOR
- 1D
- -0.85%
- 1M
- -0.13%
- 6M
- 4.76%
- YTD
- 6.69%
- 1Y
- 15.13%
- 3Y*
- 12.84%
- 5Y*
- 6.60%
- 10Y*
- 8.14%
THRV
- 1D
- 0.06%
- 1M
- 0.19%
- 6M
- 1.41%
- YTD
- 2.23%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOR vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOR iShares Core 60/40 Balanced Allocation ETF | 6.69% | 2.68% |
THRV Prospera Income ETF | 2.23% | 0.15% |
Correlation
The correlation between AOR and THRV is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.67 |
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Return for Risk
AOR vs. THRV — Risk / Return Rank
AOR
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOR vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 60/40 Balanced Allocation ETF (AOR) and Prospera Income ETF (THRV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOR | THRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | — | — |
| Martin ratioReturn relative to average drawdown | 9.74 | — | — |
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Drawdowns
AOR vs. THRV - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for AOR and THRV.
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Drawdown Indicators
| AOR | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -1.50% | -22.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.64% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -9.77% | — | — |
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 | -1.17% | -0.15% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -3.46% | -0.44% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | — | — |
Volatility
AOR vs. THRV - Volatility Comparison
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Volatility by Period
| AOR | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.62% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.99% | 2.88% | +6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.66% | 2.88% | +7.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.64% | 2.88% | +7.76% |
AOR vs. THRV - Expense Ratio Comparison
AOR has a 0.15% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
AOR vs. THRV - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.58%, less than THRV's 5.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core 60/40 Balanced Allocation ETF | 2.58% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
THRV Prospera Income ETF | 5.38% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AOR and THRV have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOR is cheaper with a 0.15% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 5.38%, compared with 2.58% for AOR.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.15% for AOR and 1.80% for THRV.
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