AOR vs MLPX

Comparison between ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF) and GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF).

5-Year PerformanceMLPX has outperformed AOR, delivering a return of +23.2% compared to +6.8%

AOR vs MLPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	MLPX(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.15%	0.45%
Max Drawdown	24.96%	77.53%
Sharpe Ratio	1.15	1.38
5Y Beta	0.55	0.41
P/E Ratio	N/A	19.90
Forward P/E	N/A	17.41
5Y Dividends CAGR	13.47%	7.32%
5Y EPS CAGR	N/A	17.64%
P/S Ratio	N/A	1.46
P/B Ratio	N/A	3.47

Net Assets

AOR

$3.60B

MLPX

$3.60B

Expense Ratio

Winner

AOR

0.15%

MLPX

0.45%

Max Drawdown

Winner

AOR

24.96%

MLPX

77.53%

Sharpe Ratio

AOR

1.15

Winner

MLPX

1.38

5Y Beta

AOR

0.55

Winner

MLPX

0.41

P/E Ratio

AOR

N/A

MLPX

19.90

Forward P/E

AOR

N/A

MLPX

17.41

5Y Dividends CAGR

Winner

AOR

13.47%

MLPX

7.32%

5Y EPS CAGR

AOR

N/A

MLPX

17.64%

P/S Ratio

AOR

N/A

MLPX

1.46

P/B Ratio

AOR

N/A

MLPX

3.47

AOR vs MLPX - Historical Returns

Returns include dividend reinvestment.

Period	AOR	MLPX
1 month	+2.45%	-2.57%
3 months	+2.13%	-2.81%
6 months	+4.91%	+8.51%
1 year	+14.18%	+29.37%
5 years(CAGR)	+6.80%	+23.20%
10 years(CAGR)	+8.16%	+11.75%
Max(CAGR)	+8.74%	+9.38%

Winner

AOR

+2.45%

MLPX

-2.57%

Winner

AOR

+2.13%

MLPX

-2.81%

AOR

+4.91%

Winner

MLPX

+8.51%

AOR

+14.18%

Winner

MLPX

+29.37%

5Y(CAGR)

AOR

+6.80%

Winner

MLPX

+23.20%

10Y(CAGR)

AOR

+8.16%

Winner

MLPX

+11.75%

Max(CAGR)

AOR

+8.74%

Winner

MLPX

+9.38%

AOR vs MLPX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOR	MLPX
2026	+8.12%	+25.50%
2025	+16.68%	+3.04%
2024	+11.47%	+42.39%
2023	+14.90%	+18.35%
2022	-15.79%	+19.17%
2021	+11.46%	+40.65%
2020	+10.74%	-20.33%
2019	+18.94%	+16.66%
2018	-6.24%	-17.62%
2017	+15.49%	-5.44%
2016	+7.82%	+34.69%
2015	-1.02%	-36.15%
2014	+7.24%	+17.80%
2013	+14.07%	+10.09%
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 MLPX Drawdown Comparison

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

The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.

The current AOR drawdown is -0.95%. The current MLPX drawdown is -3.18%.

Rank	AOR	MLPX
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-70.63% Sep 5, 2014 - Mar 2, 2022
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-19.72% Jun 7, 2022 - Aug 9, 2023
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-16.77% Jan 21, 2025 - Jan 27, 2026
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-9.48% Nov 29, 2024 - Jan 14, 2025
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-8.59% Apr 20, 2022 - Jun 1, 2022
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-7.40% May 19, 2026 - Jun 17, 2026
#7	-11.29% May 21, 2015 - Jul 27, 2016	-6.90% Mar 26, 2026 - Apr 30, 2026
#8	-9.77% Feb 18, 2025 - May 15, 2025	-6.39% Jul 22, 2024 - Aug 19, 2024
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-6.17% Jul 24, 2014 - Aug 15, 2014
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-5.94% Sep 14, 2023 - Oct 13, 2023
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-5.51% Mar 4, 2022 - Mar 23, 2022
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-5.08% Apr 3, 2024 - Apr 29, 2024
#13	-5.97% May 21, 2013 - Aug 2, 2013	-4.88% Dec 1, 2023 - Feb 16, 2024
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-4.47% Apr 30, 2026 - May 14, 2026
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-4.11% Oct 16, 2023 - Nov 2, 2023

Correlation

Correlation between AOR and MLPX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2008 - 2026)

AOR vs MLPX dividend yield comparison.

Year	AOR	MLPX
2026	1.19%	3.03%
2025	2.54%	4.88%
2024	2.66%	4.30%
2023	2.50%	5.22%
2022	2.12%	5.23%
2021	1.64%	5.98%
2020	1.89%	8.32%
2019	2.56%	5.78%
2018	2.49%	5.77%
2017	4.51%	4.36%
2016	2.16%	5.51%
2015	2.12%	4.81%
2014	2.11%	2.15%
2013	1.92%	0.68%
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%