Screener
AOR vs QVOY
iShares Core 60/40 Balanced Allocation ETF vs Q3 All-Season Active Rotation ETF
Key differences
- AOR costs 1.17% less per year.
- AOR is significantly larger than QVOY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | QVOY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.32% |
| Fund size (AUM) | $3.5B | $60M |
| Since | 2008 | 2022 |
| Dividend yield | 2.53% | 0.52% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.0% | +25.0% |
| CAGR 3Y | +14.4% | +12.4% |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 1.11 | 0.60 |
| Volatility 1Y | 8.50% | 17.56% |
| Max drawdown | -22.95% | -17.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AOR and QVOY
Explore further