AOR vs UCON

Comparison between ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceAOR has outperformed UCON, delivering a return of +6.9% compared to +2.8%

AOR vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOR(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.15%	0.86%
Max Drawdown	24.96%	15.31%
Sharpe Ratio	1.97	0.73
5Y Beta	0.54	0.03
5Y Dividends CAGR	14.76%	7.96%

Net Assets

AOR

$3.20B

UCON

$3.20B

Expense Ratio

Winner

AOR

0.15%

UCON

0.86%

Max Drawdown

AOR

24.96%

Winner

UCON

15.31%

Sharpe Ratio

Winner

AOR

1.97

UCON

0.73

5Y Beta

AOR

0.54

Winner

UCON

0.03

5Y Dividends CAGR

Winner

AOR

14.76%

UCON

7.96%

AOR vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	AOR	UCON
1 month	+4.43%	+0.52%
3 months	+3.18%	+0.13%
6 months	+8.17%	+1.41%
1 year	+21.76%	+6.00%
5 years(CAGR)	+6.87%	+2.81%
10 years(CAGR)	+8.50%	N/A
Max(CAGR)	+8.77%	+3.74%

Winner

AOR

+4.43%

UCON

+0.52%

Winner

AOR

+3.18%

UCON

+0.13%

Winner

AOR

+8.17%

UCON

+1.41%

Winner

AOR

+21.76%

UCON

+6.00%

5Y(CAGR)

Winner

AOR

+6.87%

UCON

+2.81%

10Y(CAGR)

AOR

+8.50%

UCON

N/A

Max(CAGR)

Winner

AOR

+8.77%

UCON

+3.74%

AOR vs UCON - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AOR	UCON
2026	+5.94%	+0.66%
2025	+16.68%	+7.00%
2024	+11.47%	+4.90%
2023	+14.90%	+7.67%
2022	-15.79%	-5.72%
2021	+11.46%	+1.05%
2020	+10.74%	+6.67%
2019	+18.94%	+7.13%
2018	-6.24%	+1.11%
2017	+15.49%	N/A
2016	+7.82%	N/A
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 UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current UCON drawdown is -0.51%.

Rank	AOR	UCON
#1	-24.44% Nov 28, 2008 - Aug 13, 2009	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-22.95% Feb 12, 2020 - Aug 5, 2020	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-21.73% Nov 8, 2021 - Mar 1, 2024	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-13.45% Nov 13, 2008 - Nov 28, 2008	-1.70% Feb 1, 2024 - May 15, 2024
#5	-12.62% Apr 29, 2011 - Feb 3, 2012	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-12.28% Jan 26, 2018 - Apr 30, 2019	-1.53% Mar 3, 2025 - May 30, 2025
#7	-11.29% May 21, 2015 - Jul 27, 2016	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-9.77% Feb 18, 2025 - May 15, 2025	-1.07% Feb 11, 2021 - May 26, 2021
#9	-8.82% Apr 23, 2010 - Oct 5, 2010	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-6.64% Feb 25, 2026 - Apr 17, 2026	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-6.24% Apr 2, 2012 - Aug 16, 2012	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-6.06% Jan 14, 2010 - Mar 16, 2010	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-5.97% May 21, 2013 - Aug 2, 2013	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-5.32% Sep 5, 2014 - Nov 21, 2014	-0.73% May 15, 2024 - Jun 4, 2024
#15	-5.11% Sep 2, 2020 - Nov 9, 2020	-0.73% Feb 19, 2019 - Mar 6, 2019

Correlation

Correlation between AOR and UCON 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 UCON dividend yield comparison.

Year	AOR	UCON
2026	0.45%	1.44%
2025	2.54%	4.63%
2024	2.66%	4.95%
2023	2.50%	4.75%
2022	2.12%	3.12%
2021	1.64%	2.20%
2020	1.89%	3.14%
2019	2.56%	3.25%
2018	2.49%	1.76%
2017	4.51%	0.00%
2016	2.16%	0.00%
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%