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. Their 0.62 correlation means they have sometimes moved together and sometimes differently. AOR charges 0.15%/yr vs 1.80%/yr for THRV.
Performance
AOR vs. THRV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AOR achieves a 6.72% return, which is significantly higher than THRV's 2.02% return.
AOR
- 1D
- 0.06%
- 1M
- -1.07%
- 6M
- 4.55%
- YTD
- 6.72%
- 1Y
- 15.07%
- 3Y*
- 12.64%
- 5Y*
- 6.62%
- 10Y*
- 8.12%
- ALL TIME*
- 8.67%
THRV
- 1D
- 0.12%
- 1M
- 0.00%
- 6M
- 1.11%
- YTD
- 2.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.52M | $20.34M | $22.31M | |
| $158.10K | $111.61K | $97.25K |
AOR vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOR iShares Core 60/40 Balanced Allocation ETF | 6.72% | 2.68% |
THRV Prospera Income ETF | 2.02% | 0.15% |
Correlation
The correlation between AOR and THRV is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.63 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | — | — |
| Martin ratioReturn relative to average drawdown | 9.18 | — | — |
Loading charts...
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.
Loading charts...
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 | -1.14% | -0.39% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -3.45% | -0.42% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | — | — |
Volatility
AOR vs. THRV - Volatility Comparison
Loading charts...
Volatility by Period
| AOR | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.17% | 2.88% | +6.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.67% | 2.88% | +7.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 2.88% | +7.78% |
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 6.09% 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 | 6.09% | 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 0.62, 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 6.09%, compared with 2.58% for AOR.
They also come from different issuers: iShares and Prospera. Their fees differ too: 0.15% for AOR and 1.80% for THRV.
Find the right allocation for AOR and THRV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer