BAMPX vs. AOR
Compare and contrast key facts about BlackRock 40/60 Target Allocation Inv A (BAMPX) and iShares Core Growth Allocation ETF (AOR).
BAMPX is managed by BlackRock. It was launched on Feb 5, 2007. 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.
Performance
BAMPX vs. AOR - Performance Comparison
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BAMPX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | -1.40% | 13.05% | 8.15% | 11.99% | -15.08% | 3.39% | 19.09% | 16.23% | -4.07% | 11.28% |
AOR iShares Core Growth Allocation ETF | -0.42% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
Returns By Period
In the year-to-date period, BAMPX achieves a -1.40% return, which is significantly lower than AOR's -0.42% return. Over the past 10 years, BAMPX has underperformed AOR with an annualized return of 6.13%, while AOR has yielded a comparatively higher 7.81% annualized return.
BAMPX
- 1D
- 1.60%
- 1M
- -3.75%
- YTD
- -1.40%
- 6M
- -0.03%
- 1Y
- 10.93%
- 3Y*
- 9.15%
- 5Y*
- 3.92%
- 10Y*
- 6.13%
AOR
- 1D
- 0.61%
- 1M
- -3.40%
- YTD
- -0.42%
- 6M
- 1.64%
- 1Y
- 15.12%
- 3Y*
- 11.88%
- 5Y*
- 6.12%
- 10Y*
- 7.81%
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BAMPX vs. AOR - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is higher than AOR's 0.25% expense ratio.
Return for Risk
BAMPX vs. AOR — Risk / Return Rank
BAMPX
AOR
BAMPX vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) and iShares Core Growth Allocation ETF (AOR). 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.
| BAMPX | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.41 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.04 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.03 | -0.24 |
Martin ratioReturn relative to average drawdown | 7.29 | 8.76 | -1.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAMPX | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.41 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.59 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.66 | -0.12 |
Correlation
The correlation between BAMPX and AOR is 0.89, 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
BAMPX vs. AOR - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 5.48%, more than AOR's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.48% | 5.40% | 3.11% | 2.67% | 2.72% | 6.11% | 4.12% | 2.36% | 7.62% | 2.17% | 1.57% | 9.54% |
AOR iShares Core Growth Allocation ETF | 2.56% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
Drawdowns
BAMPX vs. AOR - Drawdown Comparison
The maximum BAMPX drawdown since its inception was -39.58%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for BAMPX and AOR.
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Drawdown Indicators
| BAMPX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.58% | -24.44% | -15.14% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -7.62% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -21.72% | +1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -20.13% | -22.95% | +2.82% |
Current DrawdownCurrent decline from peak | -4.30% | -4.24% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -3.50% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 1.77% | -0.28% |
Volatility
BAMPX vs. AOR - Volatility Comparison
The current volatility for BlackRock 40/60 Target Allocation Inv A (BAMPX) is 3.62%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.27%. This indicates that BAMPX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMPX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 4.27% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.22% | 6.52% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.69% | 10.74% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.00% | 10.49% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.40% | 10.64% | -2.24% |