URNM vs. AOR
URNM (Sprott Uranium Miners ETF) and AOR (iShares Core 60/40 Balanced Allocation ETF) are both exchange-traded funds - URNM is a Uranium fund tracking the VettaFi Global Uranium Miners Index, while AOR is a Diversified Portfolio fund tracking the S&P Target Risk Growth Index. Both are passively managed. Over the past 5 years, URNM returned 15.05%/yr vs 6.73%/yr for AOR. At a 0.49 correlation, their price movements are largely independent. URNM charges 0.85%/yr vs 0.15%/yr for AOR.
Performance
URNM vs. AOR - Performance Comparison
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Returns By Period
In the year-to-date period, URNM achieves a 1.46% return, which is significantly lower than AOR's 6.31% return.
URNM
- 1D
- -0.87%
- 1M
- -4.35%
- YTD
- 1.46%
- 6M
- -1.45%
- 1Y
- 24.41%
- 3Y*
- 23.19%
- 5Y*
- 15.05%
- 10Y*
- —
AOR
- 1D
- -1.18%
- 1M
- -0.01%
- YTD
- 6.31%
- 6M
- 5.96%
- 1Y
- 17.17%
- 3Y*
- 13.59%
- 5Y*
- 6.73%
- 10Y*
- 8.54%
URNM vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
URNM Sprott Uranium Miners ETF | 1.46% | 40.78% | -14.13% | 57.80% | -11.86% | 78.32% | 68.36% | 4.05% |
AOR iShares Core 60/40 Balanced Allocation ETF | 6.31% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 2.93% |
Correlation
The correlation between URNM and AOR is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2019 | 0.49 |
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Return for Risk
URNM vs. AOR — Risk / Return Rank
URNM
AOR
URNM vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Uranium Miners ETF (URNM) and iShares Core 60/40 Balanced 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.
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.
| URNM | AOR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.36 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 2.60 | -1.96 |
| Martin ratioReturn relative to average drawdown | 1.48 | 11.13 | -9.65 |
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Drawdowns
URNM vs. AOR - Drawdown Comparison
The maximum URNM drawdown since its inception was -50.78%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for URNM and AOR.
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Drawdown Indicators
| URNM | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.78% | -24.44% | -26.34% |
Max Drawdown (1Y)Largest decline over 1 year | -38.72% | -6.64% | -32.08% |
Max Drawdown (3Y)Largest decline over 3 years | -50.78% | -9.77% | -41.01% |
Max Drawdown (5Y)Largest decline over 5 years | -50.78% | -21.72% | -29.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.95% | — |
Current DrawdownCurrent decline from peak | -33.69% | -1.53% | -32.16% |
Average DrawdownAverage peak-to-trough decline | -18.14% | -3.47% | -14.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.54% | 1.55% | +14.99% |
Volatility
URNM vs. AOR - Volatility Comparison
Sprott Uranium Miners ETF (URNM) has a higher volatility of 17.96% compared to iShares Core 60/40 Balanced Allocation ETF (AOR) at 3.61%. This indicates that URNM'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
| URNM | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.96% | 3.61% | +14.35% |
Volatility (6M)Calculated over the trailing 6-month period | 41.68% | 7.49% | +34.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.32% | 8.96% | +43.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.56% | 10.64% | +37.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.03% | 10.66% | +36.37% |
URNM vs. AOR - Expense Ratio Comparison
URNM has a 0.85% expense ratio, which is higher than AOR's 0.15% expense ratio.
Dividends
URNM vs. AOR - Dividend Comparison
URNM's dividend yield for the trailing twelve months is around 3.13%, more than AOR's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core 60/40 Balanced Allocation ETF | 2.49% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
URNM Sprott Uranium Miners ETF | 3.13% | 3.18% | 3.18% | 3.63% | 0.00% | 6.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
URNM and AOR have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URNM has higher volatility (17.96%) compared to AOR (3.61%). In terms of maximum drawdown, URNM dropped -50.78% vs AOR's -24.44%.
On 5-year performance, URNM leads with 15.05% vs 6.73% for AOR. On fees, AOR is cheaper at 0.15% per year. On volatility, AOR has been the lower-risk option at 3.61%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, URNM has performed better with a 15.05% return vs 6.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOR is cheaper with a 0.15% expense ratio, compared with 0.85% for URNM.
URNM has the higher dividend yield at 3.13%, compared with 2.49% for AOR.
URNM is categorized as Uranium, while AOR is Diversified Portfolio. URNM tracks VettaFi Global Uranium Miners Index, while AOR tracks S&P Target Risk Growth Index. They also come from different issuers: Sprott and iShares. Their fees differ too: 0.85% for URNM and 0.15% for AOR.
AOR currently has the higher Sharpe Ratio (1.93 vs 0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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