AOR vs. URNM
AOR (iShares Core 60/40 Balanced Allocation ETF) and URNM (Sprott Uranium Miners ETF) are both exchange-traded funds - AOR is a Diversified Portfolio fund tracking the S&P Target Risk Growth Index, while URNM is a Uranium fund tracking the VettaFi Global Uranium Miners Index. Both are passively managed. Over the past 5 years, AOR returned 6.62%/yr vs 13.97%/yr for URNM. Their 0.49 correlation means their historical movements had little consistent relationship. AOR charges 0.15%/yr vs 0.85%/yr for URNM.
Performance
AOR vs. URNM - Performance Comparison
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Returns By Period
In the year-to-date period, AOR achieves a 6.72% return, which is significantly higher than URNM's -11.51% 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%
URNM
- 1D
- -1.78%
- 1M
- -8.06%
- 6M
- -34.68%
- YTD
- -11.51%
- 1Y
- 12.09%
- 3Y*
- 15.53%
- 5Y*
- 13.97%
- 10Y*
- —
- ALL TIME*
- 25.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.52M | $20.34M | $22.31M | |
| $16.15M | $21.14M | $35.55M |
AOR vs. URNM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AOR iShares Core 60/40 Balanced Allocation ETF | 6.72% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 2.93% |
URNM Sprott Uranium Miners ETF | -11.51% | 40.78% | -14.13% | 57.80% | -11.86% | 78.32% | 68.36% | 4.05% |
Correlation
The correlation between AOR and URNM is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2019 | 0.50 |
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Return for Risk
AOR vs. URNM — Risk / Return Rank
AOR
URNM
AOR vs. URNM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 60/40 Balanced Allocation ETF (AOR) and Sprott Uranium Miners ETF (URNM). 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 | URNM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.08 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 0.26 | +1.94 |
| Martin ratioReturn relative to average drawdown | 9.18 | 0.54 | +8.64 |
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Drawdowns
AOR vs. URNM - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum URNM drawdown of -50.78%. Use the drawdown chart below to compare losses from any high point for AOR and URNM.
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Drawdown Indicators
| AOR | URNM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.44% | -50.78% | +26.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.64% | -43.89% | +37.25% |
Max Drawdown (3Y)Largest decline over 3 years | -9.77% | -50.78% | +41.01% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -50.78% | +29.06% |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | — | — |
Current DrawdownCurrent decline from peak | -1.14% | -42.17% | +41.03% |
Average DrawdownAverage peak-to-trough decline | -3.45% | -18.48% | +15.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 20.85% | -19.26% |
Volatility
AOR vs. URNM - Volatility Comparison
The current volatility for iShares Core 60/40 Balanced Allocation ETF (AOR) is 2.71%, while Sprott Uranium Miners ETF (URNM) has a volatility of 13.67%. This indicates that AOR experiences smaller price fluctuations and is considered to be less risky than URNM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOR | URNM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 13.67% | -10.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 39.86% | -32.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.17% | 53.26% | -44.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.67% | 48.65% | -37.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 46.95% | -36.29% |
AOR vs. URNM - Expense Ratio Comparison
AOR has a 0.15% expense ratio, which is lower than URNM's 0.85% expense ratio.
Dividends
AOR vs. URNM - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.58%, less than URNM's 3.59% 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% |
URNM Sprott Uranium Miners ETF | 3.59% | 3.18% | 3.18% | 3.63% | 0.00% | 6.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AOR and URNM have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URNM has higher volatility (13.67%) compared to AOR (2.71%). In terms of maximum drawdown, AOR dropped -24.44% vs URNM's -50.78%.
On 5-year performance, URNM leads with 13.97% vs 6.62% for AOR. On fees, AOR is cheaper at 0.15% per year. On volatility, AOR has been the lower-risk option at 2.71%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, URNM has performed better with a 13.97% return vs 6.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOR is cheaper with a 0.15% expense ratio, compared with 0.85% for URNM.
URNM has the higher dividend yield at 3.59%, compared with 2.58% for AOR.
AOR is categorized as Diversified Portfolio, while URNM is Uranium. AOR tracks S&P Target Risk Growth Index, while URNM tracks VettaFi Global Uranium Miners Index. They also come from different issuers: iShares and Sprott. Their fees differ too: 0.15% for AOR and 0.85% for URNM.
AOR currently has the higher Sharpe Ratio (1.59 vs 0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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