AOR vs. URNM
Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and NorthShore Global Uranium Mining ETF (URNM).
AOR and URNM 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. URNM is a passively managed fund by Exchange Traded Concepts that tracks the performance of the North Shore Global Uranium Mining Index. It was launched on Dec 3, 2019. Both AOR and URNM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOR or URNM.
Key characteristics
| AOR | URNM | |
|---|---|---|
| YTD Return | 10.38% | -5.49% |
| 1Y Return | 19.30% | 2.89% |
| 3Y Return (Ann) | 2.43% | 1.68% |
| Sharpe Ratio | 2.58 | 0.01 |
| Sortino Ratio | 3.74 | 0.31 |
| Omega Ratio | 1.48 | 1.04 |
| Calmar Ratio | 1.93 | 0.01 |
| Martin Ratio | 17.17 | 0.03 |
| Ulcer Index | 1.19% | 16.40% |
| Daily Std Dev | 7.91% | 40.37% |
| Max Drawdown | -24.44% | -42.55% |
| Current Drawdown | -2.15% | -22.43% |
Correlation
The correlation between AOR and URNM is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AOR vs. URNM - Performance Comparison
In the year-to-date period, AOR achieves a 10.38% return, which is significantly higher than URNM's -5.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AOR vs. URNM - Expense Ratio Comparison
AOR has a 0.25% expense ratio, which is lower than URNM's 0.85% expense ratio.
Risk-Adjusted Performance
AOR vs. URNM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and NorthShore Global Uranium Mining 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.
Dividends
AOR vs. URNM - Dividend Comparison
AOR's dividend yield for the trailing twelve months is around 2.49%, less than URNM's 3.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core Growth Allocation ETF | 2.49% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% | 1.92% |
URNM NorthShore Global Uranium Mining ETF | 3.84% | 3.63% | 0.00% | 6.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOR vs. URNM - Drawdown Comparison
The maximum AOR drawdown since its inception was -24.44%, smaller than the maximum URNM drawdown of -42.55%. Use the drawdown chart below to compare losses from any high point for AOR and URNM. For additional features, visit the drawdowns tool.
Volatility
AOR vs. URNM - Volatility Comparison
The current volatility for iShares Core Growth Allocation ETF (AOR) is 1.81%, while NorthShore Global Uranium Mining ETF (URNM) has a volatility of 9.38%. 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.