AOK vs ISHG

Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).

5-Year PerformanceAOK has outperformed ISHG, delivering a return of +3.5% compared to -1.3%

AOK vs ISHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOK(ETF)	ISHG(ETF)
Net Assets	$756M	$755M
Expense Ratio	0.15%	0.35%
Max Drawdown	20.42%	42.96%
Sharpe Ratio	1.12	-0.31
5Y Beta	0.30	0.02
5Y Dividends CAGR	14.05%	N/A

Net Assets

Winner

AOK

$756M

ISHG

$755M

Expense Ratio

Winner

AOK

0.15%

ISHG

0.35%

Max Drawdown

Winner

AOK

20.42%

ISHG

42.96%

Sharpe Ratio

Winner

AOK

1.12

ISHG

-0.31

5Y Beta

AOK

0.30

Winner

ISHG

0.02

5Y Dividends CAGR

AOK

14.05%

ISHG

N/A

AOK vs ISHG - Historical Returns

Returns include dividend reinvestment.

Period	AOK	ISHG
1 month	+0.26%	-1.50%
3 months	+1.68%	-0.69%
6 months	+3.17%	+0.16%
1 year	+10.85%	+1.34%
5 years(CAGR)	+3.51%	-1.32%
10 years(CAGR)	+5.02%	-0.25%
Max(CAGR)	+5.35%	-0.63%

Winner

AOK

+0.26%

ISHG

-1.50%

Winner

AOK

+1.68%

ISHG

-0.69%

Winner

AOK

+3.17%

ISHG

+0.16%

Winner

AOK

+10.85%

ISHG

+1.34%

5Y(CAGR)

Winner

AOK

+3.51%

ISHG

-1.32%

10Y(CAGR)

Winner

AOK

+5.02%

ISHG

-0.25%

Max(CAGR)

Winner

AOK

+5.35%

ISHG

-0.63%

AOK vs ISHG - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOK	ISHG
2026	+2.77%	-0.56%
2025	+11.44%	+14.14%
2024	+7.10%	-3.11%
2023	+10.30%	+4.98%
2022	-13.75%	-10.41%
2021	+5.03%	-7.29%
2020	+8.81%	+7.71%
2019	+13.65%	-0.18%
2018	-3.25%	-3.81%
2017	+9.60%	+11.12%
2016	+5.60%	-1.77%
2015	-1.07%	-6.94%
2014	+4.47%	-9.81%
2013	+6.05%	-2.37%
2012	+6.34%	+1.41%
2011	+4.24%	-2.94%
2010	+6.63%	+0.59%
2009	+8.46%	+7.31%
2008	+4.06%	N/A

AOK vs ISHG Drawdown Comparison

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current AOK drawdown is -1.37%. The current ISHG drawdown is -22.79%.

Rank	AOK	ISHG
#1	-18.94% Nov 5, 2021 - Jul 16, 2024	-37.24% May 4, 2011 - Sep 27, 2022
#2	-14.55% Feb 19, 2020 - Jun 8, 2020	-15.06% Dec 1, 2009 - Mar 21, 2011
#3	-10.84% Nov 25, 2008 - Dec 9, 2008	-5.65% Jan 28, 2009 - Mar 19, 2009
#4	-9.06% Dec 19, 2008 - May 8, 2009	-4.09% Mar 19, 2009 - May 8, 2009
#5	-6.42% Apr 24, 2015 - Jun 3, 2016	-3.93% Jun 2, 2009 - Jul 22, 2009
#6	-6.15% Jan 26, 2018 - Mar 15, 2019	-2.10% Aug 3, 2009 - Sep 8, 2009
#7	-5.02% Nov 14, 2008 - Nov 25, 2008	-1.78% Oct 21, 2009 - Nov 16, 2009
#8	-4.96% Feb 26, 2025 - May 13, 2025	-1.61% Mar 21, 2011 - Apr 12, 2011
#9	-4.50% Feb 25, 2026 - Apr 17, 2026	-1.30% Jul 22, 2009 - Jul 31, 2009
#10	-4.43% May 21, 2013 - Sep 18, 2013	-1.01% Nov 16, 2009 - Nov 25, 2009
#11	-3.79% May 8, 2009 - Jun 12, 2009	-0.91% Sep 17, 2009 - Oct 6, 2009
#12	-3.68% Jul 22, 2011 - Oct 28, 2011	-0.90% May 22, 2009 - May 29, 2009
#13	-3.64% Jun 12, 2009 - Aug 4, 2009	-0.90% Oct 8, 2009 - Oct 14, 2009
#14	-3.50% Dec 6, 2024 - Feb 26, 2025	-0.87% Apr 14, 2011 - Apr 20, 2011
#15	-3.41% Sep 7, 2016 - Feb 23, 2017	-0.69% May 14, 2009 - May 19, 2009

Correlation

Correlation between AOK and ISHG is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101

Dividend Comparison (2008 - 2026)

AOK vs ISHG dividend yield comparison.

Year	AOK	ISHG
2026	1.10%	0.00%
2025	3.28%	1.45%
2024	3.23%	2.56%
2023	2.93%	0.18%
2022	2.25%	0.00%
2021	1.55%	1.29%
2020	2.10%	0.00%
2019	2.71%	0.00%
2018	2.68%	1.80%
2017	2.91%	0.46%
2016	2.14%	0.00%
2015	2.02%	0.09%
2014	2.08%	0.42%
2013	1.82%	0.20%
2012	2.05%	1.55%
2011	2.35%	4.51%
2010	1.78%	0.97%
2009	2.33%	1.15%
2008	0.44%	0.00%