AOR vs EUFN

Comparison between ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed AOR, delivering a return of +18.6% compared to +7.4%

AOR vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	EUFN(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.15%	0.49%
Max Drawdown	24.96%	59.14%
Sharpe Ratio	1.95	1.25
5Y Beta	0.54	0.81
5Y Dividends CAGR	14.76%	33.53%

Net Assets

AOR

$3.50B

Winner

EUFN

$3.60B

Expense Ratio

Winner

AOR

0.15%

EUFN

0.49%

Max Drawdown

Winner

AOR

24.96%

EUFN

59.14%

Sharpe Ratio

Winner

AOR

1.95

EUFN

1.25

5Y Beta

Winner

AOR

0.54

EUFN

0.81

5Y Dividends CAGR

AOR

14.76%

Winner

EUFN

33.53%

AOR vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	AOR	EUFN
1 month	+3.12%	-0.84%
3 months	+3.21%	+1.02%
6 months	+6.32%	+7.65%
1 year	+19.57%	+27.12%
5 years(CAGR)	+7.36%	+18.60%
10 years(CAGR)	+8.40%	+12.44%
Max(CAGR)	+8.73%	+7.01%

Winner

AOR

+3.12%

EUFN

-0.84%

Winner

AOR

+3.21%

EUFN

+1.02%

AOR

+6.32%

Winner

EUFN

+7.65%

AOR

+19.57%

Winner

EUFN

+27.12%

5Y(CAGR)

AOR

+7.36%

Winner

EUFN

+18.60%

10Y(CAGR)

AOR

+8.40%

Winner

EUFN

+12.44%

Max(CAGR)

Winner

AOR

+8.73%

EUFN

+7.01%

AOR vs EUFN - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOR	EUFN
2026	+5.43%	+0.05%
2025	+16.68%	+67.60%
2024	+11.47%	+18.14%
2023	+14.90%	+24.26%
2022	-15.79%	-9.61%
2021	+11.46%	+19.77%
2020	+10.74%	-9.99%
2019	+18.94%	+21.29%
2018	-6.24%	-23.77%
2017	+15.49%	+24.49%
2016	+7.82%	-0.66%
2015	-1.02%	-4.80%
2014	+7.24%	-7.21%
2013	+14.07%	+26.80%
2012	+10.41%	+31.10%
2011	+0.52%	-27.56%
2010	+9.79%	-3.91%
2009	+17.43%	N/A
2008	+4.43%	N/A

AOR vs EUFN Drawdown Comparison

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

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current AOR drawdown is -0.49%. The current EUFN drawdown is -3.40%.

Rank	AOR	EUFN
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-11.29% May 21, 2015 - Jul 27, 2016	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-9.77% Feb 18, 2025 - May 15, 2025	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-5.97% May 21, 2013 - Aug 2, 2013	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between AOR and EUFN is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2008 - 2026)

AOR vs EUFN dividend yield comparison.

Year	AOR	EUFN
2026	0.45%	0.00%
2025	2.54%	3.57%
2024	2.66%	5.36%
2023	2.50%	5.00%
2022	2.12%	4.24%
2021	1.64%	4.15%
2020	1.89%	1.38%
2019	2.56%	4.55%
2018	2.49%	6.48%
2017	4.51%	3.04%
2016	2.16%	4.03%
2015	2.12%	3.65%
2014	2.11%	3.35%
2013	1.92%	1.59%
2012	2.08%	2.91%
2011	2.42%	3.88%
2010	1.84%	1.80%
2009	2.07%	0.00%
2008	0.68%	0.00%