AOR vs ARTY

Comparison between ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

5-Year PerformanceARTY has outperformed AOR, delivering a return of +12.0% compared to +6.8%

AOR vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	ARTY(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.15%	0.47%
Max Drawdown	24.96%	55.76%
Sharpe Ratio	1.45	2.02
5Y Beta	0.55	1.62
P/E Ratio	N/A	59.77
Forward P/E	N/A	26.04
PEG Ratio	N/A	0.28
5Y Dividends CAGR	14.76%	8.09%
Debt to Equity	N/A	69.77%
P/S Ratio	N/A	6.49
P/B Ratio	N/A	10.69

Net Assets

AOR

$3.60B

Winner

ARTY

$3.70B

Expense Ratio

Winner

AOR

0.15%

ARTY

0.47%

Max Drawdown

Winner

AOR

24.96%

ARTY

55.76%

Sharpe Ratio

AOR

1.45

Winner

ARTY

2.02

5Y Beta

Winner

AOR

0.55

ARTY

1.62

P/E Ratio

AOR

N/A

ARTY

59.77

Forward P/E

AOR

N/A

ARTY

26.04

PEG Ratio

AOR

N/A

ARTY

0.28

5Y Dividends CAGR

Winner

AOR

14.76%

ARTY

8.09%

Debt to Equity

AOR

N/A

ARTY

69.77%

P/S Ratio

AOR

N/A

ARTY

6.49

P/B Ratio

AOR

N/A

ARTY

10.69

AOR vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	AOR	ARTY
1 month	+0.89%	+9.49%
3 months	+7.08%	+51.76%
6 months	+7.42%	+53.12%
1 year	+17.08%	+89.67%
5 years(CAGR)	+6.78%	+11.98%
10 years(CAGR)	+8.47%	N/A
Max(CAGR)	+8.74%	+16.19%

AOR

+0.89%

Winner

ARTY

+9.49%

AOR

+7.08%

Winner

ARTY

+51.76%

AOR

+7.42%

Winner

ARTY

+53.12%

AOR

+17.08%

Winner

ARTY

+89.67%

5Y(CAGR)

AOR

+6.78%

Winner

ARTY

+11.98%

10Y(CAGR)

AOR

+8.47%

ARTY

N/A

Max(CAGR)

AOR

+8.74%

Winner

ARTY

+16.19%

AOR vs ARTY - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOR	ARTY
2026	+6.37%	+47.66%
2025	+16.68%	+29.45%
2024	+11.47%	+10.75%
2023	+14.90%	+35.02%
2022	-15.79%	-38.41%
2021	+11.46%	+6.59%
2020	+10.74%	+45.71%
2019	+18.94%	+33.74%
2018	-6.24%	-14.31%
2017	+15.49%	N/A
2016	+7.82%	N/A
2015	-1.02%	N/A
2014	+7.24%	N/A
2013	+14.07%	N/A
2012	+10.41%	N/A
2011	+0.52%	N/A
2010	+9.79%	N/A
2009	+17.43%	N/A
2008	+4.43%	N/A

AOR vs ARTY Drawdown Comparison

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current AOR drawdown is -1.05%. The current ARTY drawdown is -9.26%.

Rank	AOR	ARTY
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-18.81% Jan 28, 2026 - Apr 14, 2026
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-15.07% Jun 2, 2026 - Jun 10, 2026
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-14.10% Oct 29, 2025 - Jan 16, 2026
#7	-11.29% May 21, 2015 - Jul 27, 2016	-13.00% Apr 23, 2019 - Nov 5, 2019
#8	-9.77% Feb 18, 2025 - May 15, 2025	-8.95% Sep 2, 2020 - Nov 4, 2020
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-7.96% May 11, 2026 - May 26, 2026
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-6.09% Jan 17, 2020 - Feb 12, 2020
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-5.05% Jun 8, 2020 - Jun 17, 2020
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-4.78% Oct 9, 2025 - Oct 27, 2025
#13	-5.97% May 21, 2013 - Aug 2, 2013	-4.58% Jul 25, 2018 - Aug 24, 2018
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-3.62% Apr 24, 2026 - May 1, 2026
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-3.51% Jan 26, 2021 - Feb 2, 2021

Correlation

Correlation between AOR and ARTY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2008 - 2026)

AOR vs ARTY dividend yield comparison.

Year	AOR	ARTY
2026	0.45%	0.00%
2025	2.54%	0.00%
2024	2.66%	0.50%
2023	2.50%	0.88%
2022	2.12%	0.75%
2021	1.64%	2.41%
2020	1.89%	0.53%
2019	2.56%	0.69%
2018	2.49%	0.34%
2017	4.51%	0.00%
2016	2.16%	0.00%
2015	2.12%	0.00%
2014	2.11%	0.00%
2013	1.92%	0.00%
2012	2.08%	0.00%
2011	2.42%	0.00%
2010	1.84%	0.00%
2009	2.07%	0.00%
2008	0.68%	0.00%