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:
0.24
AOR:
1.12
BIGPX:
0.38
AOR:
1.58
BIGPX:
1.06
AOR:
1.20
BIGPX:
0.27
AOR:
2.09
BIGPX:
0.75
AOR:
6.16
BIGPX:
3.35%
AOR:
1.47%
BIGPX:
10.37%
AOR:
8.14%
BIGPX:
-49.06%
AOR:
-24.44%
BIGPX:
-7.97%
AOR:
-2.22%
Returns By Period
In the year-to-date period, BIGPX achieves a 0.73% return, which is significantly lower than AOR's 1.31% return. Over the past 10 years, BIGPX has underperformed AOR with an annualized return of 3.68%, while AOR has yielded a comparatively higher 6.28% annualized return.
BIGPX
0.73%
-1.62%
-3.46%
2.32%
5.10%
3.68%
AOR
1.31%
-0.80%
2.41%
8.82%
7.23%
6.28%
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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 2.82%, more than AOR's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 2.87% | 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 | 2.65% | 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 3.14% compared to iShares Core Growth Allocation ETF (AOR) at 2.93%. 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.