OEF vs. AFOS
OEF (iShares S&P 100 ETF) and AFOS (ARS Focused Opportunities Strategy ETF) are both Large Cap Blend Equities funds. Over the past year, OEF returned 20.85% vs 83.17% for AFOS. A 0.78 correlation means they provide meaningful diversification when combined. OEF charges 0.20%/yr vs 0.45%/yr for AFOS.
Performance
OEF vs. AFOS - Performance Comparison
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Returns By Period
In the year-to-date period, OEF achieves a 4.75% return, which is significantly lower than AFOS's 33.60% return.
OEF
- 1D
- -0.48%
- 1M
- -3.99%
- YTD
- 4.75%
- 6M
- 3.58%
- 1Y
- 20.85%
- 3Y*
- 22.33%
- 5Y*
- 14.23%
- 10Y*
- 16.70%
AFOS
- 1D
- 2.47%
- 1M
- 3.16%
- YTD
- 33.60%
- 6M
- 31.56%
- 1Y
- 83.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OEF vs. AFOS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OEF iShares S&P 100 ETF | 4.75% | 15.36% |
AFOS ARS Focused Opportunities Strategy ETF | 33.60% | 37.10% |
Correlation
The correlation between OEF and AFOS is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.78 |
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Return for Risk
OEF vs. AFOS — Risk / Return Rank
OEF
AFOS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
OEF vs. AFOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 100 ETF (OEF) 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.
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.
| OEF | AFOS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | — | — |
| Martin ratioReturn relative to average drawdown | 7.56 | — | — |
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Drawdowns
OEF vs. AFOS - Drawdown Comparison
The maximum OEF drawdown since its inception was -54.11%, which is greater than AFOS's maximum drawdown of -11.52%. Use the drawdown chart below to compare losses from any high point for OEF and AFOS.
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Drawdown Indicators
| OEF | AFOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.11% | -11.52% | -42.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -11.52% | +0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.80% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.44% | — | — |
Current DrawdownCurrent decline from peak | -5.24% | -2.33% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -11.74% | -1.43% | -10.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | — | — |
Volatility
OEF vs. AFOS - Volatility Comparison
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Volatility by Period
| OEF | AFOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.37% | 21.58% | -8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.81% | 21.58% | -3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.47% | 21.58% | -3.11% |
OEF vs. AFOS - Expense Ratio Comparison
OEF has a 0.20% expense ratio, which is lower than AFOS's 0.45% expense ratio.
Dividends
OEF vs. AFOS - Dividend Comparison
OEF's dividend yield for the trailing twelve months is around 0.90%, 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% |
OEF iShares S&P 100 ETF | 0.90% | 0.81% | 1.03% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% |
Frequently Asked Questions
OEF and AFOS have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On 1-year performance, AFOS leads with 83.17% vs 20.85% for OEF. On fees, OEF is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AFOS has performed better with a 83.17% return vs 20.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
OEF is cheaper with a 0.20% expense ratio, compared with 0.45% for AFOS.
OEF has the higher dividend yield at 0.90%, compared with 0.22% for AFOS.
They also come from different issuers: iShares and ARS Investment Partners. Their fees differ too: 0.20% for OEF and 0.45% for AFOS.
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