BIGPX vs. AOR
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and iShares Core Growth Allocation ETF (AOR).
BIGPX is managed by Blackrock. It was launched on Dec 21, 2006. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGPX or AOR.
Correlation
The correlation between BIGPX 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.
Performance
BIGPX vs. AOR - Performance Comparison
Key characteristics
BIGPX:
-0.05
AOR:
0.63
BIGPX:
0.02
AOR:
0.95
BIGPX:
1.00
AOR:
1.13
BIGPX:
-0.04
AOR:
0.69
BIGPX:
-0.13
AOR:
3.31
BIGPX:
4.84%
AOR:
2.03%
BIGPX:
13.03%
AOR:
10.74%
BIGPX:
-49.06%
AOR:
-24.44%
BIGPX:
-12.28%
AOR:
-5.81%
Returns By Period
In the year-to-date period, BIGPX achieves a -3.99% return, which is significantly lower than AOR's -2.41% return. Over the past 10 years, BIGPX has underperformed AOR with an annualized return of 2.99%, while AOR has yielded a comparatively higher 5.61% annualized return.
BIGPX
-3.99%
-4.49%
-10.69%
-0.18%
4.90%
2.99%
AOR
-2.41%
-3.97%
-4.18%
7.00%
7.45%
5.61%
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BIGPX vs. AOR - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than AOR's 0.25% expense ratio.
Risk-Adjusted Performance
BIGPX vs. AOR — Risk-Adjusted Performance Rank
BIGPX
AOR
BIGPX vs. AOR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) 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.
Dividends
BIGPX vs. AOR - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 2.96%, more than AOR's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 2.96% | 2.84% | 2.35% | 2.60% | 2.26% | 1.37% | 2.57% | 1.79% | 2.24% | 1.76% | 1.91% | 3.77% |
AOR iShares Core Growth Allocation ETF | 2.78% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% |
Drawdowns
BIGPX vs. AOR - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -49.06%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for BIGPX and AOR. For additional features, visit the drawdowns tool.
Volatility
BIGPX vs. AOR - Volatility Comparison
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) has a higher volatility of 7.99% compared to iShares Core Growth Allocation ETF (AOR) at 7.15%. This indicates that BIGPX'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.