AOR vs SPY

Comparison between ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AOR, delivering a return of +13.3% compared to +6.9%

AOR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	SPY(ETF)
Net Assets	$3.20B	$652B
Expense Ratio	0.15%	0.09%
Max Drawdown	24.96%	56.47%
Sharpe Ratio	1.97	2.07
5Y Beta	0.54	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	14.76%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

AOR

$3.20B

Winner

SPY

$652B

Expense Ratio

AOR

0.15%

Winner

SPY

0.09%

Max Drawdown

Winner

AOR

24.96%

SPY

56.47%

Sharpe Ratio

AOR

1.97

Winner

SPY

2.07

5Y Beta

Winner

AOR

0.54

SPY

1.00

P/E Ratio

AOR

N/A

SPY

28.24

Forward P/E

AOR

N/A

SPY

21.85

5Y Dividends CAGR

Winner

AOR

14.76%

SPY

5.43%

5Y EPS CAGR

AOR

N/A

SPY

25.79%

Debt to Equity

AOR

N/A

SPY

22.35%

P/S Ratio

AOR

N/A

SPY

3.55

P/B Ratio

AOR

N/A

SPY

5.29

AOR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AOR	SPY
1 month	+4.43%	+9.11%
3 months	+3.18%	+6.59%
6 months	+8.17%	+10.56%
1 year	+21.76%	+32.04%
5 years(CAGR)	+6.87%	+13.35%
10 years(CAGR)	+8.50%	+15.49%
Max(CAGR)	+8.77%	+8.50%

AOR

+4.43%

Winner

SPY

+9.11%

AOR

+3.18%

Winner

SPY

+6.59%

AOR

+8.17%

Winner

SPY

+10.56%

AOR

+21.76%

Winner

SPY

+32.04%

5Y(CAGR)

AOR

+6.87%

Winner

SPY

+13.35%

10Y(CAGR)

AOR

+8.50%

Winner

SPY

+15.49%

Max(CAGR)

Winner

AOR

+8.77%

SPY

+8.50%

AOR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AOR	SPY
2026	+5.94%	+8.27%
2025	+16.68%	+18.00%
2024	+11.47%	+25.59%
2023	+14.90%	+26.72%
2022	-15.79%	-18.64%
2021	+11.46%	+30.52%
2020	+10.74%	+17.28%
2019	+18.94%	+31.09%
2018	-6.24%	-5.24%
2017	+15.49%	+20.78%
2016	+7.82%	+13.59%
2015	-1.02%	+1.31%
2014	+7.24%	+14.56%
2013	+14.07%	+29.00%
2012	+10.41%	+14.17%
2011	+0.52%	+0.85%
2010	+9.79%	+13.14%
2009	+17.43%	+22.67%
2008	+4.43%	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

AOR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

Rank	AOR	SPY
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.29% May 21, 2015 - Jul 27, 2016	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-9.77% Feb 18, 2025 - May 15, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.97% May 21, 2013 - Aug 2, 2013	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.98

-101

Dividend Comparison (1999 - 2026)

AOR vs SPY dividend yield comparison.

Year	AOR	SPY
2026	0.45%	0.24%
2025	2.54%	1.07%
2024	2.66%	1.21%
2023	2.50%	1.40%
2022	2.12%	1.65%
2021	1.64%	1.20%
2020	1.89%	1.52%
2019	2.56%	1.75%
2018	2.49%	2.04%
2017	4.51%	1.80%
2016	2.16%	2.03%
2015	2.12%	2.06%
2014	2.11%	1.87%
2013	1.92%	1.81%
2012	2.08%	2.18%
2011	2.42%	2.05%
2010	1.84%	1.80%
2009	2.07%	1.95%
2008	0.68%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%