AOR vs FV

Comparison between ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF) and FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV, ETF).

5-Year PerformanceFV has outperformed AOR, delivering a return of +10.2% compared to +7.4%

AOR vs FV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	FV(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.15%	0.89%
Max Drawdown	24.96%	34.04%
Sharpe Ratio	1.95	1.34
5Y Beta	0.54	1.10
5Y Dividends CAGR	14.76%	77.92%

Net Assets

AOR

$3.50B

Expense Ratio

Winner

AOR

0.15%

0.89%

Max Drawdown

Winner

AOR

24.96%

34.04%

Sharpe Ratio

Winner

AOR

1.95

1.34

5Y Beta

Winner

AOR

0.54

1.10

5Y Dividends CAGR

AOR

14.76%

Winner

77.92%

AOR vs FV - Historical Returns

Returns include dividend reinvestment.

Period	AOR	FV
1 month	+3.12%	+9.41%
3 months	+3.21%	+8.00%
6 months	+6.32%	+12.73%
1 year	+19.57%	+22.39%
5 years(CAGR)	+7.36%	+10.19%
10 years(CAGR)	+8.40%	+12.92%
Max(CAGR)	+8.73%	+11.36%

AOR

+3.12%

Winner

+9.41%

AOR

+3.21%

Winner

+8.00%

AOR

+6.32%

Winner

+12.73%

AOR

+19.57%

Winner

+22.39%

5Y(CAGR)

AOR

+7.36%

Winner

+10.19%

10Y(CAGR)

AOR

+8.40%

Winner

+12.92%

Max(CAGR)

AOR

+8.73%

Winner

+11.36%

AOR vs FV - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOR	FV
2026	+5.43%	+8.82%
2025	+16.68%	+7.33%
2024	+11.47%	+16.28%
2023	+14.90%	+15.33%
2022	-15.79%	-4.62%
2021	+11.46%	+23.58%
2020	+10.74%	+26.99%
2019	+18.94%	+25.82%
2018	-6.24%	-9.26%
2017	+15.49%	+18.43%
2016	+7.82%	+1.66%
2015	-1.02%	+7.02%
2014	+7.24%	+11.02%
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 FV Drawdown Comparison

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

The maximum drawdown for FV was -34.04%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current AOR drawdown is -0.49%. The current FV drawdown is -0.27%.

Rank	AOR	FV
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-34.04% Feb 19, 2020 - Aug 3, 2020
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-26.21% Aug 29, 2018 - Dec 20, 2019
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-25.32% Jul 17, 2015 - Jun 8, 2017
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-23.08% Feb 18, 2025 - Oct 27, 2025
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-21.70% Nov 16, 2021 - Dec 14, 2023
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-14.16% Jul 16, 2024 - Oct 14, 2024
#7	-11.29% May 21, 2015 - Jul 27, 2016	-13.45% Jan 28, 2026 - May 6, 2026
#8	-9.77% Feb 18, 2025 - May 15, 2025	-11.15% Sep 2, 2020 - Nov 16, 2020
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-10.65% Mar 6, 2014 - Jul 1, 2014
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-9.46% Mar 12, 2018 - Jun 6, 2018
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-8.91% Jan 26, 2018 - Mar 7, 2018
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-8.49% Apr 1, 2024 - Jun 12, 2024
#13	-5.97% May 21, 2013 - Aug 2, 2013	-6.98% Sep 8, 2014 - Oct 28, 2014
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-6.82% Dec 4, 2024 - Feb 18, 2025
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-6.77% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between AOR and FV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

AOR vs FV dividend yield comparison.

Year	AOR	FV
2026	0.45%	0.07%
2025	2.54%	0.63%
2024	2.66%	0.14%
2023	2.50%	0.47%
2022	2.12%	1.38%
2021	1.64%	0.11%
2020	1.89%	0.06%
2019	2.56%	0.56%
2018	2.49%	0.19%
2017	4.51%	0.67%
2016	2.16%	0.95%
2015	2.12%	0.14%
2014	2.11%	0.10%
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%