BBB vs. AOR
BBB (CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF) and AOR (iShares Core 60/40 Balanced Allocation ETF) are both Diversified Portfolio funds - BBB tracks the S&P 500 and S&P Bitcoin 75/25 Blend Index while AOR tracks the S&P Target Risk Growth Index. Both are passively managed. Over the past year, BBB returned -0.63% vs 15.13% for AOR. A 0.68 correlation means they provide meaningful diversification when combined. BBB charges 0.98%/yr vs 0.15%/yr for AOR.
Performance
BBB vs. AOR - Performance Comparison
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Returns By Period
In the year-to-date period, BBB achieves a -0.51% return, which is significantly lower than AOR's 6.69% return.
BBB
- 1D
- -1.27%
- 1M
- 0.28%
- 6M
- -2.86%
- YTD
- -0.51%
- 1Y
- -0.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOR
- 1D
- -0.85%
- 1M
- -0.13%
- 6M
- 4.76%
- YTD
- 6.69%
- 1Y
- 15.13%
- 3Y*
- 12.84%
- 5Y*
- 6.60%
- 10Y*
- 8.14%
BBB vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBB CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF | -0.51% | 9.73% | 38.82% | -0.86% |
AOR iShares Core 60/40 Balanced Allocation ETF | 6.69% | 16.44% | 10.68% | -0.24% |
Correlation
The correlation between BBB and AOR is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 28, 2023 | 0.68 |
The correlation between BBB and AOR has been stable across timeframes, ranging from 0.68 to 0.77 - a consistent structural relationship.
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Return for Risk
BBB vs. AOR — Risk / Return Rank
BBB
AOR
BBB vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (BBB) and iShares Core 60/40 Balanced 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.
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.
| BBB | AOR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.31 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 2.29 | -2.32 |
| Martin ratioReturn relative to average drawdown | -0.09 | 9.74 | -9.83 |
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Drawdowns
BBB vs. AOR - Drawdown Comparison
The maximum BBB drawdown since its inception was -21.98%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for BBB and AOR.
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Drawdown Indicators
| BBB | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.98% | -24.44% | +2.46% |
Max Drawdown (1Y)Largest decline over 1 year | -17.74% | -6.64% | -11.10% |
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 | -7.56% | -1.17% | -6.39% |
Average DrawdownAverage peak-to-trough decline | -4.56% | -3.46% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 1.56% | +5.85% |
Volatility
BBB vs. AOR - Volatility Comparison
CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (BBB) has a higher volatility of 4.99% compared to iShares Core 60/40 Balanced Allocation ETF (AOR) at 3.13%. This indicates that BBB's price experiences larger fluctuations and is considered to be riskier 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
| BBB | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 3.13% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 7.62% | +6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.00% | 8.99% | +9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.89% | 10.66% | +11.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 10.64% | +11.25% |
BBB vs. AOR - Expense Ratio Comparison
BBB has a 0.98% expense ratio, which is higher than AOR's 0.15% expense ratio.
Dividends
BBB vs. AOR - Dividend Comparison
BBB's dividend yield for the trailing twelve months is around 0.16%, less than AOR's 2.58% 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% |
BBB CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF | 0.16% | 0.21% | 6.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBB and AOR have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBB has higher volatility (4.99%) compared to AOR (3.13%). In terms of maximum drawdown, BBB dropped -21.98% vs AOR's -24.44%.
On 1-year performance, AOR leads with 15.13% vs -0.63% for BBB. On fees, AOR is cheaper at 0.15% per year. On volatility, AOR has been the lower-risk option at 3.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AOR has performed better with a 15.13% return vs -0.63%. 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 0.98% for BBB.
AOR has the higher dividend yield at 2.58%, compared with 0.16% for BBB.
BBB tracks S&P 500 and S&P Bitcoin 75/25 Blend Index, while AOR tracks S&P Target Risk Growth Index. They also come from different issuers: CYBER HORNET and iShares. Their fees differ too: 0.98% for BBB and 0.15% for AOR.
AOR currently has the higher Sharpe Ratio (1.69 vs -0.04), 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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