EUFN vs AOR

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceEUFN has outperformed AOR, delivering a return of +18.5% compared to +6.8%

EUFN vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	AOR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.49%	0.15%
Max Drawdown	59.14%	24.96%
Sharpe Ratio	1.11	1.45
5Y Beta	0.82	0.55
5Y Dividends CAGR	33.53%	14.76%

Net Assets

EUFN

$3.60B

AOR

$3.60B

Expense Ratio

EUFN

0.49%

Winner

AOR

0.15%

Max Drawdown

EUFN

59.14%

Winner

AOR

24.96%

Sharpe Ratio

EUFN

1.11

Winner

AOR

1.45

5Y Beta

EUFN

0.82

Winner

AOR

0.55

5Y Dividends CAGR

Winner

EUFN

33.53%

AOR

14.76%

EUFN vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	AOR
1 month	+3.46%	+0.89%
3 months	+13.60%	+7.08%
6 months	+9.09%	+7.42%
1 year	+26.23%	+17.08%
5 years(CAGR)	+18.46%	+6.78%
10 years(CAGR)	+13.28%	+8.47%
Max(CAGR)	+7.19%	+8.74%

Winner

EUFN

+3.46%

AOR

+0.89%

Winner

EUFN

+13.60%

AOR

+7.08%

Winner

EUFN

+9.09%

AOR

+7.42%

Winner

EUFN

+26.23%

AOR

+17.08%

5Y(CAGR)

Winner

EUFN

+18.46%

AOR

+6.78%

10Y(CAGR)

Winner

EUFN

+13.28%

AOR

+8.47%

Max(CAGR)

EUFN

+7.19%

Winner

AOR

+8.74%

EUFN vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EUFN	AOR
2026	+3.52%	+6.37%
2025	+67.60%	+16.68%
2024	+18.14%	+11.47%
2023	+24.26%	+14.90%
2022	-9.61%	-15.79%
2021	+19.77%	+11.46%
2020	-9.99%	+10.74%
2019	+21.29%	+18.94%
2018	-23.77%	-6.24%
2017	+24.49%	+15.49%
2016	-0.66%	+7.82%
2015	-4.80%	-1.02%
2014	-7.21%	+7.24%
2013	+26.80%	+14.07%
2012	+31.10%	+10.41%
2011	-27.56%	+0.52%
2010	-3.91%	+9.79%
2009	N/A	+17.43%
2008	N/A	+4.43%

EUFN vs AOR Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

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

The current EUFN drawdown is -0.10%. The current AOR drawdown is -1.05%.

Rank	EUFN	AOR
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-11.29% May 21, 2015 - Jul 27, 2016
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-9.77% Feb 18, 2025 - May 15, 2025
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-5.97% May 21, 2013 - Aug 2, 2013
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between EUFN and AOR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2008 - 2026)

EUFN vs AOR dividend yield comparison.

Year	EUFN	AOR
2026	0.00%	0.45%
2025	3.57%	2.54%
2024	5.36%	2.66%
2023	5.00%	2.50%
2022	4.24%	2.12%
2021	4.15%	1.64%
2020	1.38%	1.89%
2019	4.55%	2.56%
2018	6.48%	2.49%
2017	3.04%	4.51%
2016	4.03%	2.16%
2015	3.65%	2.12%
2014	3.35%	2.11%
2013	1.59%	1.92%
2012	2.91%	2.08%
2011	3.88%	2.42%
2010	1.80%	1.84%
2009	0.00%	2.07%
2008	0.00%	0.68%