AOR vs DFGR
Comparison between ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).
AOR vs DFGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOR
$3.20B
DFGR
$3.20B
Expense Ratio
Winner
AOR
0.15%
DFGR
0.22%
Max Drawdown
AOR
24.96%
Winner
DFGR
22.52%
Sharpe Ratio
Winner
AOR
1.97
DFGR
0.85
5Y Beta
AOR
0.54
Winner
DFGR
0.48
P/E Ratio
AOR
N/A
DFGR
34.76
Forward P/E
AOR
N/A
DFGR
36.08
5Y Dividends CAGR
AOR
14.76%
DFGR
N/A
5Y EPS CAGR
AOR
N/A
DFGR
6.96%
Debt to Equity
AOR
N/A
DFGR
13.47%
P/S Ratio
AOR
N/A
DFGR
7.54
P/B Ratio
AOR
N/A
DFGR
2.57
AOR vs DFGR - Historical Returns
Returns include dividend reinvestment.
1M
AOR
+4.43%
Winner
DFGR
+4.51%
3M
AOR
+3.18%
Winner
DFGR
+4.76%
6M
AOR
+8.17%
Winner
DFGR
+9.36%
1Y
Winner
AOR
+21.76%
DFGR
+14.43%
5Y(CAGR)
AOR
+6.87%
DFGR
N/A
10Y(CAGR)
AOR
+8.50%
DFGR
N/A
Max(CAGR)
Winner
AOR
+8.77%
DFGR
+8.14%
AOR vs DFGR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOR | DFGR |
|---|---|---|
| 2026 | +5.94% | +9.78% |
| 2025 | +16.68% | +8.30% |
| 2024 | +11.47% | +1.46% |
| 2023 | +14.90% | +9.39% |
| 2022 | -15.79% | -1.24% |
| 2021 | +11.46% | N/A |
| 2020 | +10.74% | N/A |
| 2019 | +18.94% | N/A |
| 2018 | -6.24% | N/A |
| 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 DFGR Drawdown Comparison
The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The current DFGR drawdown is -0.62%.
| Rank | AOR | DFGR |
|---|---|---|
| #1 | -24.44% Nov 28, 2008 - Aug 13, 2009 | -21.27% Feb 2, 2023 - Jul 16, 2024 |
| #2 | -22.95% Feb 12, 2020 - Aug 5, 2020 | -17.56% Sep 16, 2024 - Feb 6, 2026 |
| #3 | -21.73% Nov 8, 2021 - Mar 1, 2024 | -9.15% Feb 17, 2026 - Apr 17, 2026 |
| #4 | -13.45% Nov 13, 2008 - Nov 28, 2008 | -5.27% Dec 13, 2022 - Jan 11, 2023 |
| #5 | -12.62% Apr 29, 2011 - Feb 3, 2012 | -2.80% Aug 2, 2024 - Aug 9, 2024 |
| #6 | -12.28% Jan 26, 2018 - Apr 30, 2019 | -2.59% Jul 17, 2024 - Jul 30, 2024 |
| #7 | -11.29% May 21, 2015 - Jul 27, 2016 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #8 | -9.77% Feb 18, 2025 - May 15, 2025 | -1.65% Jan 12, 2023 - Jan 24, 2023 |
| #9 | -8.82% Apr 23, 2010 - Oct 5, 2010 | -0.94% Jan 27, 2023 - Jan 31, 2023 |
| #10 | -6.64% Feb 25, 2026 - Apr 17, 2026 | -0.86% May 6, 2026 - May 7, 2026 |
| #11 | -6.24% Apr 2, 2012 - Aug 16, 2012 | -0.60% Aug 9, 2024 - Aug 13, 2024 |
| #12 | -6.06% Jan 14, 2010 - Mar 16, 2010 | -0.53% Aug 27, 2024 - Aug 30, 2024 |
| #13 | -5.97% May 21, 2013 - Aug 2, 2013 | -0.21% Aug 30, 2024 - Sep 4, 2024 |
| #14 | -5.32% Sep 5, 2014 - Nov 21, 2014 | -0.11% Aug 14, 2024 - Aug 19, 2024 |
| #15 | -5.11% Sep 2, 2020 - Nov 9, 2020 | -0.11% Aug 19, 2024 - Aug 21, 2024 |
Correlation
Correlation between AOR and DFGR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2008 - 2026)
AOR vs DFGR dividend yield comparison.
| Year | AOR | DFGR |
|---|---|---|
| 2026 | 0.45% | 0.35% |
| 2025 | 2.54% | 4.05% |
| 2024 | 2.66% | 3.73% |
| 2023 | 2.50% | 2.77% |
| 2022 | 2.12% | 0.59% |
| 2021 | 1.64% | 0.00% |
| 2020 | 1.89% | 0.00% |
| 2019 | 2.56% | 0.00% |
| 2018 | 2.49% | 0.00% |
| 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% |
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