PGEOX vs. AOR
Compare and contrast key facts about George Putnam Balanced Fund (PGEOX) and iShares Core Growth Allocation ETF (AOR).
PGEOX is managed by Putnam. It was launched on Nov 5, 1937. 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: PGEOX or AOR.
Correlation
The correlation between PGEOX 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.
Performance
PGEOX vs. AOR - Performance Comparison
Key characteristics
PGEOX:
1.72
AOR:
1.68
PGEOX:
2.34
AOR:
2.34
PGEOX:
1.32
AOR:
1.31
PGEOX:
1.79
AOR:
3.11
PGEOX:
8.64
AOR:
9.40
PGEOX:
1.83%
AOR:
1.43%
PGEOX:
9.19%
AOR:
8.03%
PGEOX:
-47.56%
AOR:
-24.44%
PGEOX:
-3.14%
AOR:
-2.21%
Returns By Period
In the year-to-date period, PGEOX achieves a 1.33% return, which is significantly higher than AOR's 0.72% return. Over the past 10 years, PGEOX has underperformed AOR with an annualized return of 5.85%, while AOR has yielded a comparatively higher 6.26% annualized return.
PGEOX
1.33%
0.86%
2.57%
14.24%
5.29%
5.85%
AOR
0.72%
0.42%
2.97%
12.34%
5.91%
6.26%
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PGEOX vs. AOR - Expense Ratio Comparison
PGEOX has a 0.94% expense ratio, which is higher than AOR's 0.25% expense ratio.
Risk-Adjusted Performance
PGEOX vs. AOR — Risk-Adjusted Performance Rank
PGEOX
AOR
PGEOX vs. AOR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for George Putnam Balanced Fund (PGEOX) 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
PGEOX vs. AOR - Dividend Comparison
PGEOX's dividend yield for the trailing twelve months is around 1.87%, less than AOR's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGEOX George Putnam Balanced Fund | 1.87% | 1.90% | 1.10% | 0.89% | 0.61% | 1.05% | 2.58% | 1.43% | 1.10% | 1.18% | 2.27% | 2.51% |
AOR iShares Core Growth Allocation ETF | 2.64% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% |
Drawdowns
PGEOX vs. AOR - Drawdown Comparison
The maximum PGEOX drawdown since its inception was -47.56%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for PGEOX and AOR. For additional features, visit the drawdowns tool.
Volatility
PGEOX vs. AOR - Volatility Comparison
George Putnam Balanced Fund (PGEOX) has a higher volatility of 3.60% compared to iShares Core Growth Allocation ETF (AOR) at 3.21%. This indicates that PGEOX'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.