AOA vs AOR Stock Comparison: AI Score, Valuation, Performance and Upside
AOA and AOR sit in related but distinct corners of the ETF landscape — AOA centers on a one-fund, growth-tilted 80/20 stock-bond portfolio, while AOR focuses on a one-fund, classic 60/40 balanced stock-bond portfolio. Investors choosing between them should weigh how each fund's strategy lines up with their own goals rather than assuming they're interchangeable.
Choosing between AOA and AOR comes down to which specific exposure — a one-fund, growth-tilted 80/20 stock-bond portfolio or a one-fund, classic 60/40 balanced stock-bond portfolio — better matches the role you want this holding to play in a diversified portfolio.
AOA and AOR are closely matched — they split the tracked metrics evenly. AOA has delivered stronger 1-year price return (+13.20% vs +9.62% for AOR).
- want a one-fund, growth-tilted 80/20 stock-bond portfolio
- prefer iShares (BlackRock)'s approach and fund lineup
- value single-ticket, automatically rebalanced diversified portfolio
- are comfortable with still carries substantial equity-market volatility given the 80% stock weight
- want a one-fund, classic 60/40 balanced stock-bond portfolio
- prefer iShares (BlackRock)'s approach and fund lineup
- value single-ticket, automatically rebalanced 60/40 balanced portfolio
- are comfortable with bond sleeve still carries interest-rate risk
| Metric | AOA | AOR |
|---|---|---|
| ETF scorei | 26.8 | 24.7 |
| Latest closei | $97.45 | $68.65 |
| 1M returni | +0.40% | +0.27% |
| 3M returni | +0.92% | +0.30% |
| 6M returni | +5.27% | +3.55% |
| 1Y returni | +13.20% | +9.62% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AOA | AOR |
|---|---|---|
| 1Y ago | $11.58K (+15.8%) started 2025-10-15 | $11.27K (+12.7%) started 2025-10-15 |
| 5Y ago | $17.1K (+71.0%) started 2021-10-15 | $15.73K (+57.3%) started 2021-10-15 |
| 10Y ago | $35.36K (+253.6%) started 2016-10-17 | $29.38K (+193.8%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | AOA | AOR |
|---|---|---|
| Expense ratioi | 0.15% | 0.15% |
| Total assets (AUM)i | $3.29B | $3.87B |
| Dividend yieldi | 2.12% | 2.58% |
| Trailing P/Ei | 20.23 | 20.23 |
| Betai | 0.79 | 0.66 |
| 52-week change | 13.20% | 9.62% |
| Metric | AOA | AOR |
|---|---|---|
| 1Y returni | +13.20% | +9.62% |
| 6M returni | +5.27% | +3.55% |
| 3M returni | +0.92% | +0.30% |
| 1M returni | +0.40% | +0.27% |
| 1Y Sharpe ratio | 0.75 | 0.56 |
| Betai | 0.79 | 0.66 |
| Dividend yieldi | 2.12% | 2.58% |
| 5Y CAGR | +8.77% | +6.66% |
Over the past year, AOA and AOR have moved strongly in the same direction (correlation of 0.99), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | AOA | AOR |
|---|---|---|---|
| 1Y | Growthi | +13.20% | +9.62% |
| CAGRi | +13.21% | +9.63% | |
| Volatilityi | 11.45% | 9.22% | |
| Sharpe ratioi | 0.75 | 0.56 | |
| Sortino ratioi | 1.10 | 0.81 | |
| Max drawdowni | 8.20% | 6.64% | |
| Current drawdowni | 2.14% | 2.04% | |
| Avg drawdowni | 1.32% | 1.12% | |
| Ulcer Indexi | 2.04% | 1.71% | |
| Max daily dropi | 2.52% | 1.97% | |
| Max wkly dropi | 3.44% | 2.81% | |
| 5Y | Growthi | +52.24% | +38.01% |
| CAGRi | +8.77% | +6.66% | |
| Volatilityi | 13.10% | 10.67% | |
| Sharpe ratioi | 0.37 | 0.24 | |
| Sortino ratioi | 0.52 | 0.34 | |
| Max drawdowni | 23.62% | 21.72% | |
| Current drawdowni | 2.14% | 2.04% | |
| Avg drawdowni | 5.30% | 5.11% | |
| Ulcer Indexi | 7.96% | 7.60% | |
| Max daily dropi | 4.62% | 3.30% | |
| Max wkly dropi | 9.22% | 7.19% | |
| 10Y | Growthi | +168.15% | +119.85% |
| CAGRi | +10.37% | +8.20% | |
| Volatilityi | 13.49% | 10.66% | |
| Sharpe ratioi | 0.47 | 0.37 | |
| Sortino ratioi | 0.64 | 0.51 | |
| Max drawdowni | 28.38% | 22.95% | |
| Current drawdowni | 2.14% | 2.04% | |
| Avg drawdowni | 4.18% | 3.69% | |
| Ulcer Indexi | 6.72% | 6.05% | |
| Max daily dropi | 9.15% | 6.77% | |
| Max wkly dropi | 16.71% | 13.04% |
| Category | AOA | AOR |
|---|---|---|
| Fund name | iShares Core 80/20 Aggressive Allocation ETF | iShares Core 60/40 Balanced Allocation ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.15% | 0.15% |
| Total assets (AUM)i | $3.29B | $3.87B |
| Dividend yieldi | 2.12% | 2.58% |
- Single-ticket, automatically rebalanced diversified portfolio
- Higher long-term growth potential than more conservative allocation funds
- Removes the need to manage multiple underlying fund positions
- Single-ticket, automatically rebalanced 60/40 balanced portfolio
- More moderate volatility than aggressive stock-heavy allocations
- Removes the need to manage multiple underlying fund positions
- Still carries substantial equity-market volatility given the 80% stock weight
- Layered fund-of-funds structure adds a small extra expense drag
- Less customizable than building a portfolio from individual funds
- Bond sleeve still carries interest-rate risk
- Layered fund-of-funds structure adds a small extra expense drag
- Less customizable than building a portfolio from individual funds
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