IBDR vs AOR

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceAOR has outperformed IBDR, delivering a return of +6.8% compared to +1.5%

IBDR vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	AOR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.10%	0.15%
Max Drawdown	16.31%	24.96%
Sharpe Ratio	0.99	1.45
5Y Beta	0.01	0.55
5Y Dividends CAGR	9.31%	14.76%

Net Assets

IBDR

$3.60B

AOR

$3.60B

Expense Ratio

Winner

IBDR

0.10%

AOR

0.15%

Max Drawdown

Winner

IBDR

16.31%

AOR

24.96%

Sharpe Ratio

IBDR

0.99

Winner

AOR

1.45

5Y Beta

Winner

IBDR

0.01

AOR

0.55

5Y Dividends CAGR

IBDR

9.31%

Winner

AOR

14.76%

IBDR vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	AOR
1 month	+0.37%	+0.89%
3 months	+1.09%	+7.08%
6 months	+1.88%	+7.42%
1 year	+4.43%	+17.08%
5 years(CAGR)	+1.46%	+6.78%
10 years(CAGR)	+2.98%	+8.47%
Max(CAGR)	+2.98%	+8.74%

IBDR

+0.37%

Winner

AOR

+0.89%

IBDR

+1.09%

Winner

AOR

+7.08%

IBDR

+1.88%

Winner

AOR

+7.42%

IBDR

+4.43%

Winner

AOR

+17.08%

5Y(CAGR)

IBDR

+1.46%

Winner

AOR

+6.78%

10Y(CAGR)

IBDR

+2.98%

Winner

AOR

+8.47%

Max(CAGR)

IBDR

+2.98%

Winner

AOR

+8.74%

IBDR vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IBDR	AOR
2026	+1.61%	+6.37%
2025	+5.03%	+16.68%
2024	+5.25%	+11.47%
2023	+5.78%	+14.90%
2022	-7.96%	-15.79%
2021	-1.68%	+11.46%
2020	+9.14%	+10.74%
2019	+14.17%	+18.94%
2018	-2.45%	-6.24%
2017	+5.53%	+15.49%
2016	-3.34%	+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%

IBDR vs AOR Drawdown Comparison

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

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

The current AOR drawdown is -1.05%.

Rank	IBDR	AOR
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-11.29% May 21, 2015 - Jul 27, 2016
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-9.77% Feb 18, 2025 - May 15, 2025
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-5.97% May 21, 2013 - Aug 2, 2013
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-0.57% Apr 26, 2019 - May 7, 2019	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between IBDR and AOR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2008 - 2026)

IBDR vs AOR dividend yield comparison.

Year	IBDR	AOR
2026	1.68%	0.45%
2025	4.20%	2.54%
2024	4.13%	2.66%
2023	3.41%	2.50%
2022	2.44%	2.12%
2021	2.11%	1.64%
2020	2.61%	1.89%
2019	3.25%	2.56%
2018	3.56%	2.49%
2017	3.22%	4.51%
2016	0.86%	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%