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.
Performance
BIGPX vs. AOR - Performance Comparison
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BIGPX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -1.73% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
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, BIGPX achieves a -1.73% return, which is significantly lower than AOR's -0.42% return. Both investments have delivered pretty close results over the past 10 years, with BIGPX having a 7.70% annualized return and AOR not far ahead at 7.81%.
BIGPX
- 1D
- 2.18%
- 1M
- -4.50%
- YTD
- -1.73%
- 6M
- 0.05%
- 1Y
- 14.45%
- 3Y*
- 9.11%
- 5Y*
- 4.18%
- 10Y*
- 7.70%
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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BIGPX vs. AOR - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is higher than AOR's 0.25% expense ratio.
Return for Risk
BIGPX vs. AOR — Risk / Return Rank
BIGPX
AOR
BIGPX vs. AOR - Risk-Adjusted Trends 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.
| BIGPX | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.41 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.04 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.03 | -0.27 |
Martin ratioReturn relative to average drawdown | 7.52 | 8.76 | -1.24 |
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
| BIGPX | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.41 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.59 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.74 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.66 | -0.20 |
Correlation
The correlation between BIGPX and AOR is 0.90, 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
BIGPX vs. AOR - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than AOR's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.11% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
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
BIGPX vs. AOR - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, 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.
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Drawdown Indicators
| BIGPX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -24.44% | -22.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -7.62% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -21.72% | -0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -22.95% | +0.61% |
Current DrawdownCurrent decline from peak | -5.24% | -4.24% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -3.50% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.77% | +0.08% |
Volatility
BIGPX vs. AOR - Volatility Comparison
BlackRock 60/40 Target Allocation Fund Class I (BIGPX) has a higher volatility of 4.62% compared to iShares Core Growth Allocation ETF (AOR) at 4.27%. 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.
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Volatility by Period
| BIGPX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.27% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 6.52% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 10.74% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 10.49% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 10.64% | +0.65% |