ITOT vs. AFOS
ITOT (iShares Core S&P Total U.S. Stock Market ETF) and AFOS (ARS Focused Opportunities Strategy ETF) are both Large Cap Blend Equities funds. Their correlation of 0.84 suggests significant overlap in exposure. ITOT charges 0.03%/yr vs 0.45%/yr for AFOS.
Performance
ITOT vs. AFOS - Performance Comparison
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Returns By Period
In the year-to-date period, ITOT achieves a 11.25% return, which is significantly lower than AFOS's 32.04% return.
ITOT
- 1D
- -0.73%
- 1M
- 5.01%
- YTD
- 11.25%
- 6M
- 11.12%
- 1Y
- 28.12%
- 3Y*
- 22.09%
- 5Y*
- 12.69%
- 10Y*
- 15.01%
AFOS
- 1D
- -0.29%
- 1M
- 8.94%
- YTD
- 32.04%
- 6M
- 37.37%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITOT vs. AFOS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 11.25% | 11.89% |
AFOS ARS Focused Opportunities Strategy ETF | 32.04% | 36.15% |
Correlation
The correlation between ITOT and AFOS is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 27, 2025 | 0.84 |
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Return for Risk
ITOT vs. AFOS — Risk / Return Rank
ITOT
AFOS
ITOT vs. AFOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) and ARS Focused Opportunities Strategy ETF (AFOS). 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.
| ITOT | AFOS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.42 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | — | — |
| Martin ratioReturn relative to average drawdown | 14.57 | — | — |
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
| ITOT | AFOS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 4.35 | -3.77 |
Drawdowns
ITOT vs. AFOS - Drawdown Comparison
The maximum ITOT drawdown since its inception was -55.20%, which is greater than AFOS's maximum drawdown of -11.52%. Use the drawdown chart below to compare losses from any high point for ITOT and AFOS.
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Drawdown Indicators
| ITOT | AFOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.20% | -11.52% | -43.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.00% | — | — |
Current DrawdownCurrent decline from peak | -0.73% | -0.29% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -1.37% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | — | — |
Volatility
ITOT vs. AFOS - Volatility Comparison
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Volatility by Period
| ITOT | AFOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.20% | 20.19% | -7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 20.19% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 20.19% | -1.93% |
ITOT vs. AFOS - Expense Ratio Comparison
ITOT has a 0.03% expense ratio, which is lower than AFOS's 0.45% expense ratio.
Dividends
ITOT vs. AFOS - Dividend Comparison
ITOT's dividend yield for the trailing twelve months is around 0.98%, more than AFOS's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 0.22% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 0.98% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
Frequently Asked Questions
ITOT and AFOS have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ITOT is cheaper with a 0.03% expense ratio, compared with 0.45% for AFOS.
ITOT has the higher dividend yield at 0.98%, compared with 0.22% for AFOS.
They also come from different issuers: iShares and ARS Investment Partners. Their fees differ too: 0.03% for ITOT and 0.45% for AFOS.
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