HGER vs AOR
Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).
HGER vs AOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HGER
$3.70B
AOR
$3.70B
Expense Ratio
HGER
0.68%
Winner
AOR
0.15%
Max Drawdown
Winner
HGER
23.31%
AOR
24.96%
Sharpe Ratio
Winner
HGER
1.91
AOR
1.29
5Y Beta
Winner
HGER
0.12
AOR
0.55
5Y Dividends CAGR
HGER
N/A
AOR
13.47%
HGER vs AOR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HGER
+7.86%
AOR
+1.99%
3M
HGER
+0.86%
Winner
AOR
+3.30%
6M
Winner
HGER
+21.29%
AOR
+6.38%
1Y
Winner
HGER
+43.28%
AOR
+16.28%
5Y(CAGR)
Winner
HGER
+15.78%
AOR
+7.01%
10Y(CAGR)
HGER
N/A
AOR
+8.29%
Max(CAGR)
Winner
HGER
+15.78%
AOR
+8.80%
HGER vs AOR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | HGER | AOR |
|---|---|---|
| 2026 | +32.24% | +8.73% |
| 2025 | +18.91% | +16.68% |
| 2024 | +10.26% | +11.47% |
| 2023 | +3.21% | +14.90% |
| 2022 | +9.77% | -15.79% |
| 2021 | N/A | +11.46% |
| 2020 | N/A | +10.74% |
| 2019 | N/A | +18.94% |
| 2018 | N/A | -6.24% |
| 2017 | N/A | +15.49% |
| 2016 | N/A | +7.82% |
| 2015 | N/A | -1.02% |
| 2014 | N/A | +7.24% |
| 2013 | N/A | +14.07% |
| 2012 | N/A | +10.41% |
| 2011 | N/A | +0.52% |
| 2010 | N/A | +9.79% |
| 2009 | N/A | +17.43% |
| 2008 | N/A | +4.43% |
HGER vs AOR Drawdown Comparison
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.
The current HGER drawdown is -2.45%.
| Rank | HGER | AOR |
|---|---|---|
| #1 | -23.31% Mar 8, 2022 - Jan 15, 2025 | -24.44% Nov 28, 2008 - Aug 13, 2009 |
| #2 | -14.04% May 12, 2026 - Jun 24, 2026 | -22.95% Feb 12, 2020 - Aug 5, 2020 |
| #3 | -8.84% Apr 2, 2025 - Jun 11, 2025 | -21.73% Nov 8, 2021 - Mar 1, 2024 |
| #4 | -8.09% Jan 29, 2026 - Feb 27, 2026 | -13.45% Nov 13, 2008 - Nov 28, 2008 |
| #5 | -5.64% Mar 12, 2026 - Apr 2, 2026 | -12.62% Apr 29, 2011 - Feb 3, 2012 |
| #6 | -5.16% Jun 20, 2025 - Sep 12, 2025 | -12.28% Jan 26, 2018 - Apr 30, 2019 |
| #7 | -4.68% Feb 18, 2025 - Mar 31, 2025 | -11.29% May 21, 2015 - Jul 27, 2016 |
| #8 | -3.36% Nov 11, 2025 - Jan 8, 2026 | -9.77% Feb 18, 2025 - May 15, 2025 |
| #9 | -2.19% Oct 20, 2025 - Oct 23, 2025 | -8.82% Apr 23, 2010 - Oct 5, 2010 |
| #10 | -2.09% Sep 16, 2025 - Sep 26, 2025 | -6.64% Feb 25, 2026 - Apr 17, 2026 |
| #11 | -2.07% Oct 8, 2025 - Oct 16, 2025 | -6.24% Apr 2, 2012 - Aug 16, 2012 |
| #12 | -1.91% Apr 7, 2026 - Apr 16, 2026 | -6.06% Jan 14, 2010 - Mar 16, 2010 |
| #13 | -1.80% Feb 14, 2022 - Feb 22, 2022 | -5.97% May 21, 2013 - Aug 2, 2013 |
| #14 | -1.76% Nov 3, 2025 - Nov 10, 2025 | -5.32% Sep 5, 2014 - Nov 21, 2014 |
| #15 | -1.69% Apr 16, 2026 - Apr 22, 2026 | -5.11% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between HGER and AOR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2026)
HGER vs AOR dividend yield comparison.
| Year | HGER | AOR |
|---|---|---|
| 2026 | 0.00% | 1.19% |
| 2025 | 7.09% | 2.54% |
| 2024 | 3.28% | 2.66% |
| 2023 | 7.24% | 2.50% |
| 2022 | 0.64% | 2.12% |
| 2021 | 0.00% | 1.64% |
| 2020 | 0.00% | 1.89% |
| 2019 | 0.00% | 2.56% |
| 2018 | 0.00% | 2.49% |
| 2017 | 0.00% | 4.51% |
| 2016 | 0.00% | 2.16% |
| 2015 | 0.00% | 2.12% |
| 2014 | 0.00% | 2.11% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 2.42% |
| 2010 | 0.00% | 1.84% |
| 2009 | 0.00% | 2.07% |
| 2008 | 0.00% | 0.68% |
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