AOR vs. VGYAX

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Core Growth Allocation ETF (AOR) and Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX).

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. VGYAX is managed by Vanguard. It was launched on Nov 2, 2017.

Performance

AOR vs. VGYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core Growth Allocation ETF (AOR) and Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX). The values are adjusted to include any dividend payments, if applicable.

AOR vs. VGYAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AOR iShares Core Growth Allocation ETF	-1.02%	16.44%	10.68%	15.75%	-15.64%	11.19%	11.42%	18.91%	-5.82%	2.44%
VGYAX Vanguard Global Wellesley Income Fund Admiral Shares	0.52%	13.31%	6.15%	8.95%	-8.06%	6.58%	5.52%	13.92%	-4.31%	0.98%

Returns By Period

In the year-to-date period, AOR achieves a -1.02% return, which is significantly lower than VGYAX's 0.52% 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%

VGYAX

• 1D: 0.38%
• 1M: -4.12%
• YTD: 0.52%
• 6M: 3.60%
• 1Y: 10.05%
• 3Y*: 8.54%
• 5Y*: 4.98%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AOR vs. VGYAX - Expense Ratio Comparison

AOR has a 0.25% expense ratio, which is lower than VGYAX's 0.28% expense ratio.

VGYAX

Vanguard Global Wellesley Income Fund Admiral Shares

AOR

iShares Core Growth Allocation ETF

Return for Risk

AOR vs. VGYAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AOR

AOR Risk / Return Rank: 80
AOR Sharpe Ratio Rank: 79
AOR Sortino Ratio Rank: 80
AOR Omega Ratio Rank: 79
AOR Calmar Ratio Rank: 78
AOR Martin Ratio Rank: 82

VGYAX

VGYAX Risk / Return Rank: 87
VGYAX Sharpe Ratio Rank: 88
VGYAX Sortino Ratio Rank: 87
VGYAX Omega Ratio Rank: 86
VGYAX Calmar Ratio Rank: 87
VGYAX Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AOR vs. VGYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth Allocation ETF (AOR) and Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX). 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	VGYAX	Difference
Sharpe ratio Return per unit of total volatility	1.38	1.75	-0.37
Sortino ratio Return per unit of downside risk	1.99	2.35	-0.36
Omega ratio Gain probability vs. loss probability	1.29	1.35	-0.06
Calmar ratio Return relative to maximum drawdown	1.97	2.25	-0.29
Martin ratio Return relative to average drawdown	8.58	9.08	-0.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AOR vs. VGYAX - Sharpe Ratio Comparison

The current AOR Sharpe Ratio is 1.38, which is comparable to the VGYAX Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of AOR and VGYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AOR	VGYAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.38	1.75	-0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	0.81	-0.23
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	0.73	-0.07

Correlation

The correlation between AOR and VGYAX is 0.83, 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. VGYAX - Dividend Comparison

AOR's dividend yield for the trailing twelve months is around 2.57%, less than VGYAX's 4.06% 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%
VGYAX Vanguard Global Wellesley Income Fund Admiral Shares	4.06%	4.01%	3.90%	3.15%	1.54%	2.40%	1.99%	2.26%	4.36%	0.30%	0.00%	0.00%

Drawdowns

AOR vs. VGYAX - Drawdown Comparison

The maximum AOR drawdown since its inception was -24.44%, which is greater than VGYAX's maximum drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for AOR and VGYAX.

Drawdown Indicators

	AOR	VGYAX	Difference
Max Drawdown Largest peak-to-trough decline	-24.44%	-17.71%	-6.73%
Max Drawdown (1Y) Largest decline over 1 year	-7.62%	-4.55%	-3.07%
Max Drawdown (5Y) Largest decline over 5 years	-21.72%	-15.89%	-5.83%
Max Drawdown (10Y) Largest decline over 10 years	-22.95%	—	—
Current Drawdown Current decline from peak	-4.82%	-4.12%	-0.70%
Average Drawdown Average peak-to-trough decline	-3.50%	-2.68%	-0.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.75%	1.13%	+0.62%

Volatility

AOR vs. VGYAX - Volatility Comparison

iShares Core Growth Allocation ETF (AOR) has a higher volatility of 4.35% compared to Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) at 2.50%. This indicates that AOR's price experiences larger fluctuations and is considered to be riskier than VGYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AOR	VGYAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.35%	2.50%	+1.85%
Volatility (6M) Calculated over the trailing 6-month period	6.49%	3.63%	+2.86%
Volatility (1Y) Calculated over the trailing 1-year period	10.73%	5.87%	+4.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.49%	6.19%	+4.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.64%	6.80%	+3.84%