VGYAX vs. AOR
Compare and contrast key facts about Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and iShares Core Growth Allocation ETF (AOR).
VGYAX is managed by Vanguard. It was launched on Nov 2, 2017. 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: VGYAX or AOR.
Correlation
The correlation between VGYAX and AOR is 0.72, 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
VGYAX vs. AOR - Performance Comparison
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Key characteristics
VGYAX:
1.23
AOR:
0.84
VGYAX:
1.78
AOR:
1.31
VGYAX:
1.25
AOR:
1.18
VGYAX:
1.81
AOR:
0.98
VGYAX:
5.47
AOR:
4.39
VGYAX:
1.38%
AOR:
2.19%
VGYAX:
5.98%
AOR:
10.91%
VGYAX:
-17.75%
AOR:
-24.44%
VGYAX:
-0.61%
AOR:
-0.26%
Returns By Period
In the year-to-date period, VGYAX achieves a 3.80% return, which is significantly higher than AOR's 3.34% return.
VGYAX
3.80%
1.72%
3.31%
7.29%
6.13%
N/A
AOR
3.34%
5.42%
2.44%
9.06%
8.77%
6.16%
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VGYAX vs. AOR - Expense Ratio Comparison
VGYAX has a 0.28% expense ratio, which is higher than AOR's 0.25% expense ratio.
Risk-Adjusted Performance
VGYAX vs. AOR — Risk-Adjusted Performance Rank
VGYAX
AOR
VGYAX vs. AOR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) 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.
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Dividends
VGYAX vs. AOR - Dividend Comparison
VGYAX's dividend yield for the trailing twelve months is around 3.81%, more than AOR's 2.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGYAX Vanguard Global Wellesley Income Fund Admiral Shares | 3.81% | 3.90% | 3.15% | 1.54% | 2.40% | 1.99% | 2.26% | 4.35% | 0.30% | 0.00% | 0.00% | 0.00% |
AOR iShares Core Growth Allocation ETF | 2.63% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% |
Drawdowns
VGYAX vs. AOR - Drawdown Comparison
The maximum VGYAX drawdown since its inception was -17.75%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for VGYAX and AOR. For additional features, visit the drawdowns tool.
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Volatility
VGYAX vs. AOR - Volatility Comparison
The current volatility for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) is 1.44%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 3.03%. This indicates that VGYAX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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