AOR vs IBDR

Comparison between ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

5-Year PerformanceAOR has outperformed IBDR, delivering a return of +6.8% compared to +1.5%

AOR vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	IBDR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.15%	0.10%
Max Drawdown	24.96%	16.31%
Sharpe Ratio	1.45	0.99
5Y Beta	0.55	0.01
5Y Dividends CAGR	14.76%	9.31%

Net Assets

AOR

$3.60B

IBDR

$3.60B

Expense Ratio

AOR

0.15%

Winner

IBDR

0.10%

Max Drawdown

AOR

24.96%

Winner

IBDR

16.31%

Sharpe Ratio

Winner

AOR

1.45

IBDR

0.99

5Y Beta

AOR

0.55

Winner

IBDR

0.01

5Y Dividends CAGR

Winner

AOR

14.76%

IBDR

9.31%

AOR vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	AOR	IBDR
1 month	+0.89%	+0.37%
3 months	+7.08%	+1.09%
6 months	+7.42%	+1.88%
1 year	+17.08%	+4.43%
5 years(CAGR)	+6.78%	+1.46%
10 years(CAGR)	+8.47%	+2.98%
Max(CAGR)	+8.74%	+2.98%

Winner

AOR

+0.89%

IBDR

+0.37%

Winner

AOR

+7.08%

IBDR

+1.09%

Winner

AOR

+7.42%

IBDR

+1.88%

Winner

AOR

+17.08%

IBDR

+4.43%

5Y(CAGR)

Winner

AOR

+6.78%

IBDR

+1.46%

10Y(CAGR)

Winner

AOR

+8.47%

IBDR

+2.98%

Max(CAGR)

Winner

AOR

+8.74%

IBDR

+2.98%

AOR vs IBDR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOR	IBDR
2026	+6.37%	+1.61%
2025	+16.68%	+5.03%
2024	+11.47%	+5.25%
2023	+14.90%	+5.78%
2022	-15.79%	-7.96%
2021	+11.46%	-1.68%
2020	+10.74%	+9.14%
2019	+18.94%	+14.17%
2018	-6.24%	-2.45%
2017	+15.49%	+5.53%
2016	+7.82%	-3.34%
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 IBDR Drawdown Comparison

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

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current AOR drawdown is -1.05%.

Rank	AOR	IBDR
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-11.29% May 21, 2015 - Jul 27, 2016	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-9.77% Feb 18, 2025 - May 15, 2025	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-5.97% May 21, 2013 - Aug 2, 2013	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between AOR and IBDR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2008 - 2026)

AOR vs IBDR dividend yield comparison.

Year	AOR	IBDR
2026	0.45%	1.68%
2025	2.54%	4.20%
2024	2.66%	4.13%
2023	2.50%	3.41%
2022	2.12%	2.44%
2021	1.64%	2.11%
2020	1.89%	2.61%
2019	2.56%	3.25%
2018	2.49%	3.56%
2017	4.51%	3.22%
2016	2.16%	0.86%
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%