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FRDM vs AOR

Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceFRDM has outperformed AOR, delivering a return of +18.7% compared to +6.8%

FRDM vs AOR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FRDM
$3.50B
Winner
AOR
$3.60B
Expense Ratio
FRDM
0.49%
Winner
AOR
0.15%
Max Drawdown
FRDM
40.49%
Winner
AOR
24.96%
Sharpe Ratio
Winner
FRDM
2.29
AOR
1.45
5Y Beta
FRDM
1.01
Winner
AOR
0.55
5Y Dividends CAGR
Winner
FRDM
25.82%
AOR
14.76%

FRDM vs AOR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FRDM
+7.39%
AOR
+0.89%
3M
Winner
FRDM
+31.14%
AOR
+7.08%
6M
Winner
FRDM
+46.37%
AOR
+7.42%
1Y
Winner
FRDM
+84.22%
AOR
+17.08%
5Y(CAGR)
Winner
FRDM
+18.67%
AOR
+6.78%
10Y(CAGR)
FRDM
N/A
AOR
+8.47%
Max(CAGR)
Winner
FRDM
+18.76%
AOR
+8.74%

FRDM vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearFRDMAOR
2026+36.57%+6.37%
2025+60.85%+16.68%
2024+3.76%+11.47%
2023+24.18%+14.90%
2022-15.18%-15.79%
2021+4.26%+11.46%
2020+15.00%+10.74%
2019+12.33%+18.94%
2018N/A-6.24%
2017N/A+15.49%
2016N/A+7.82%
2015N/A-1.02%
2014N/A+7.24%
2013N/A+14.07%
2012N/A+10.41%
2011N/A+0.52%
2010N/A+9.79%
2009N/A+17.43%
2008N/A+4.43%

FRDM vs AOR Drawdown Comparison

The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

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

The current FRDM drawdown is -4.36%. The current AOR drawdown is -1.05%.

RankFRDMAOR
#1-40.49%
Jan 13, 2020 - Nov 11, 2020
-24.44%
Nov 28, 2008 - Aug 13, 2009
#2-29.25%
Jan 12, 2022 - Dec 27, 2023
-22.95%
Feb 12, 2020 - Aug 5, 2020
#3-16.86%
Feb 25, 2026 - Apr 17, 2026
-21.73%
Nov 8, 2021 - Mar 1, 2024
#4-15.43%
Sep 26, 2024 - May 2, 2025
-13.45%
Nov 13, 2008 - Nov 28, 2008
#5-13.73%
Jul 12, 2024 - Sep 26, 2024
-12.62%
Apr 29, 2011 - Feb 3, 2012
#6-10.78%
Jun 2, 2026 - Jun 5, 2026
-12.28%
Jan 26, 2018 - Apr 30, 2019
#7-10.39%
Jul 1, 2019 - Nov 4, 2019
-11.29%
May 21, 2015 - Jul 27, 2016
#8-9.14%
Dec 27, 2023 - Mar 7, 2024
-9.77%
Feb 18, 2025 - May 15, 2025
#9-8.54%
Sep 3, 2021 - Jan 12, 2022
-8.82%
Apr 23, 2010 - Oct 5, 2010
#10-7.16%
Apr 9, 2024 - May 9, 2024
-6.64%
Feb 25, 2026 - Apr 17, 2026
#11-6.75%
Feb 16, 2021 - Jun 2, 2021
-6.24%
Apr 2, 2012 - Aug 16, 2012
#12-6.39%
Nov 7, 2019 - Dec 16, 2019
-6.06%
Jan 14, 2010 - Mar 16, 2010
#13-6.26%
Nov 3, 2025 - Dec 9, 2025
-5.97%
May 21, 2013 - Aug 2, 2013
#14-6.14%
May 11, 2026 - May 26, 2026
-5.32%
Sep 5, 2014 - Nov 21, 2014
#15-5.80%
Jan 21, 2021 - Feb 11, 2021
-5.11%
Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between FRDM and AOR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2008 - 2026)

FRDM vs AOR dividend yield comparison.

YearFRDMAOR
20260.32%0.45%
20252.26%2.54%
20242.53%2.66%
20232.66%2.50%
20222.72%2.12%
20212.17%1.64%
20201.11%1.89%
20191.07%2.56%
20180.00%2.49%
20170.00%4.51%
20160.00%2.16%
20150.00%2.12%
20140.00%2.11%
20130.00%1.92%
20120.00%2.08%
20110.00%2.42%
20100.00%1.84%
20090.00%2.07%
20080.00%0.68%

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