YYY vs. AOR
YYY (Amplify CEF High Income ETF) and AOR (iShares Core 60/40 Balanced Allocation ETF) are both Diversified Portfolio funds - YYY tracks the Nasdaq CEF High Income™ Index while AOR tracks the S&P Target Risk Growth Index. Both are passively managed. Over the past 10 years, YYY returned 5.21%/yr vs 8.13%/yr for AOR. Their 0.70 correlation means they have sometimes moved together and sometimes differently. YYY charges 3.23%/yr vs 0.15%/yr for AOR.
Performance
YYY vs. AOR - Performance Comparison
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Returns By Period
In the year-to-date period, YYY achieves a 5.58% return, which is significantly lower than AOR's 7.55% return. Over the past 10 years, YYY has underperformed AOR with an annualized return of 5.21%, while AOR has yielded a comparatively higher 8.13% annualized return.
YYY
- 1D
- 0.27%
- 1M
- -1.03%
- 6M
- 3.06%
- YTD
- 5.58%
- 1Y
- 10.17%
- 3Y*
- 11.52%
- 5Y*
- 3.30%
- 10Y*
- 5.21%
- ALL TIME*
- 5.94%
AOR
- 1D
- 0.77%
- 1M
- -0.30%
- 6M
- 5.14%
- YTD
- 7.55%
- 1Y
- 15.96%
- 3Y*
- 13.49%
- 5Y*
- 6.70%
- 10Y*
- 8.13%
- ALL TIME*
- 8.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $25.10M | $20.65M | $21.92M | |
| $3.26M | $3.18M | $4.38M |
YYY vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YYY Amplify CEF High Income ETF | 5.58% | 13.08% | 11.86% | 12.98% | -21.78% | 14.13% | -0.86% | 21.87% | -10.21% | 13.86% |
AOR iShares Core 60/40 Balanced Allocation ETF | 7.55% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 15.80% |
Correlation
The correlation between YYY and AOR is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2012 | 0.70 |
The correlation between YYY and AOR has been stable across timeframes, ranging from 0.70 to 0.78 - a consistent structural relationship.
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Return for Risk
YYY vs. AOR — Risk / Return Rank
YYY
AOR
YYY vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify CEF High Income ETF (YYY) 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.
| YYY | AOR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 2.41 | -1.15 |
| Martin ratioReturn relative to average drawdown | 5.39 | 10.08 | -4.69 |
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Drawdowns
YYY vs. AOR - Drawdown Comparison
The maximum YYY drawdown since its inception was -42.52%, which is greater than AOR's maximum drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for YYY and AOR.
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Drawdown Indicators
| YYY | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -24.44% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -6.64% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -13.47% | -9.77% | -3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -27.71% | -21.72% | -5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -42.52% | -22.95% | -19.57% |
Current DrawdownCurrent decline from peak | -1.29% | -0.38% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -3.45% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.59% | +0.30% |
Volatility
YYY vs. AOR - Volatility Comparison
The current volatility for Amplify CEF High Income ETF (YYY) is 2.02%, while iShares Core 60/40 Balanced Allocation ETF (AOR) has a volatility of 2.70%. This indicates that YYY 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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Volatility by Period
| YYY | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.70% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 7.74% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.78% | 9.20% | -0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.36% | 10.67% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.87% | 10.66% | +3.21% |
YYY vs. AOR - Expense Ratio Comparison
YYY has a 3.23% expense ratio, which is higher than AOR's 0.15% expense ratio.
Dividends
YYY vs. AOR - Dividend Comparison
YYY's dividend yield for the trailing twelve months is around 12.75%, more than AOR's 2.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOR iShares Core 60/40 Balanced Allocation ETF | 2.56% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
YYY Amplify CEF High Income ETF | 12.75% | 12.51% | 12.50% | 12.39% | 12.36% | 9.08% | 9.79% | 9.10% | 9.73% | 8.16% | 10.34% | 10.77% |
Frequently Asked Questions
YYY and AOR 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.
AOR has higher volatility (2.70%) compared to YYY (2.02%). In terms of maximum drawdown, YYY dropped -42.52% vs AOR's -24.44%.
On 10-year performance, AOR leads with 8.13% vs 5.21% for YYY. On fees, AOR is cheaper at 0.15% per year. On volatility, YYY has been the lower-risk option at 2.02%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, AOR has performed better with a 8.13% return vs 5.21%. 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 3.23% for YYY.
YYY has the higher dividend yield at 12.75%, compared with 2.56% for AOR.
YYY tracks Nasdaq CEF High Income™ Index, while AOR tracks S&P Target Risk Growth Index. They also come from different issuers: Amplify and iShares. Their fees differ too: 3.23% for YYY and 0.15% for AOR.
AOR currently has the higher Sharpe Ratio (1.75 vs 1.17), 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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