AOR vs AOK Stock Comparison: AI Score, Valuation, Performance and Upside
AOR and AOK sit in related but distinct corners of the ETF landscape — AOR centers on a one-fund, classic 60/40 balanced stock-bond portfolio, while AOK focuses on a one-fund, conservative 30/70 bond-heavy 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 AOR and AOK comes down to which specific exposure — a one-fund, classic 60/40 balanced stock-bond portfolio or a one-fund, conservative 30/70 bond-heavy portfolio — better matches the role you want this holding to play in a diversified portfolio.
AOR holds the edge across 3 of 5 key metrics in this comparison. AOR has delivered stronger 1-year price return (+9.13% vs +3.91% for AOK).
- 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
- want a one-fund, conservative 30/70 bond-heavy portfolio
- prefer iShares (BlackRock)'s approach and fund lineup
- value single-ticket, automatically rebalanced conservative portfolio
- are comfortable with lower long-term growth potential given the heavy bond weighting
| Metric | AOR | AOK |
|---|---|---|
| ETF scorei | 24.7 | 24.5 |
| Latest closei | $68.28 | $40.45 |
| 1M returni | -0.05% | -0.11% |
| 3M returni | +0.27% | -0.72% |
| 6M returni | +2.02% | -0.07% |
| 1Y returni | +9.13% | +3.91% |
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 | AOR | AOK |
|---|---|---|
| 1Y ago | $11.22K (+12.2%) started 2025-10-16 | $10.76K (+7.6%) started 2025-10-16 |
| 5Y ago | $15.66K (+56.6%) started 2021-10-18 | $13.79K (+37.9%) started 2021-10-18 |
| 10Y ago | $29.22K (+192.2%) started 2016-10-17 | $21.88K (+118.8%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | AOR | AOK |
|---|---|---|
| Expense ratioi | 0.15% | 0.15% |
| Total assets (AUM)i | $3.87B | $818.57M |
| Dividend yieldi | 2.58% | 3.46% |
| Trailing P/Ei | 20.12 | 20.25 |
| Betai | 0.66 | 0.46 |
| 52-week change | 9.13% | 3.91% |
| Metric | AOR | AOK |
|---|---|---|
| 1Y returni | +9.13% | +3.91% |
| 6M returni | +2.02% | -0.07% |
| 3M returni | +0.27% | -0.72% |
| 1M returni | -0.05% | -0.11% |
| 1Y Sharpe ratio | 0.51 | -0.07 |
| Betai | 0.66 | 0.46 |
| Dividend yieldi | 2.58% | 3.46% |
| 5Y CAGR | +6.57% | +3.32% |
Over the past year, AOR and AOK have moved strongly in the same direction (correlation of 0.95), 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 | AOR | AOK |
|---|---|---|---|
| 1Y | Growthi | +9.13% | +3.91% |
| CAGRi | +9.14% | +3.91% | |
| Volatilityi | 9.24% | 6.18% | |
| Sharpe ratioi | 0.51 | -0.07 | |
| Sortino ratioi | 0.74 | -0.10 | |
| Max drawdowni | 6.64% | 4.49% | |
| Current drawdowni | 2.56% | 2.12% | |
| Avg drawdowni | 1.13% | 0.88% | |
| Ulcer Indexi | 1.72% | 1.28% | |
| Max daily dropi | 1.97% | 1.22% | |
| Max wkly dropi | 2.81% | 1.87% | |
| 5Y | Growthi | +37.39% | +17.74% |
| CAGRi | +6.57% | +3.32% | |
| Volatilityi | 10.68% | 7.21% | |
| Sharpe ratioi | 0.23 | -0.13 | |
| Sortino ratioi | 0.33 | -0.18 | |
| Max drawdowni | 21.72% | 18.93% | |
| Current drawdowni | 2.56% | 2.12% | |
| Avg drawdowni | 5.12% | 5.17% | |
| Ulcer Indexi | 7.60% | 7.36% | |
| Max daily dropi | 3.30% | 2.21% | |
| Max wkly dropi | 7.19% | 5.26% | |
| 10Y | Growthi | +118.66% | +60.82% |
| CAGRi | +8.14% | +4.87% | |
| Volatilityi | 10.66% | 6.74% | |
| Sharpe ratioi | 0.37 | 0.07 | |
| Sortino ratioi | 0.50 | 0.10 | |
| Max drawdowni | 22.95% | 18.93% | |
| Current drawdowni | 2.56% | 2.12% | |
| Avg drawdowni | 3.69% | 3.20% | |
| Ulcer Indexi | 6.05% | 5.42% | |
| Max daily dropi | 6.77% | 4.42% | |
| Max wkly dropi | 13.04% | 8.89% |
| Category | AOR | AOK |
|---|---|---|
| Fund name | iShares Core 60/40 Balanced Allocation ETF | iShares Core 30/70 Conservative Allocation ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.15% | 0.15% |
| Total assets (AUM)i | $3.87B | $818.57M |
| Dividend yieldi | 2.58% | 3.46% |
- 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
- Single-ticket, automatically rebalanced conservative portfolio
- Lower equity-market volatility given the bond-heavy weighting
- Removes the need to manage multiple underlying fund positions
- 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
- Lower long-term growth potential given the heavy bond weighting
- Bond sleeve still carries interest-rate risk
- Layered fund-of-funds structure adds a small extra expense drag
Compare more than two at a time
This page is a fixed writeup on AOR and AOK. Our comparison engine is the interactive version: load up to five tickers, switch timeframes, and get the correlation, drawdown, and overlap analysis that a static page can't show.
Add three more names beside AOR and AOK, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
For ETFs, a top-holdings comparison that exposes hidden overlap between funds. Every comparison exports to CSV for your own spreadsheet work.
Two comparisons a week are free without an account. A 14-day trial removes the limit and adds AI price forecasts, stock rankings, saved watchlists, and the intrinsic value calculator — no credit card required.
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.