Screener
AOR vs AOA
iShares Core 60/40 Balanced Allocation ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOR follows a active selection strategy; AOA uses index tracking.
- Over the last 3 years, AOA has delivered higher annualized returns.
Side-by-side comparison
| AOR | AOA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $3.5B | $3.0B |
| Since | 2008 | 2008 |
| Dividend yield | 2.53% | 2.12% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.8% | +24.6% |
| CAGR 3Y | +14.4% | +17.5% |
| CAGR 5Y | +7.1% | +9.3% |
| Sharpe 3Y | 1.11 | 1.14 |
| Volatility 1Y | 8.47% | 10.68% |
| Max drawdown | -22.95% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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