ISHG vs AOK

Comparison between ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).

5-Year PerformanceAOK has outperformed ISHG, delivering a return of +3.5% compared to -1.3%

ISHG vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISHG(ETF)	AOK(ETF)
Net Assets	$755M	$756M
Expense Ratio	0.35%	0.15%
Max Drawdown	42.96%	20.42%
Sharpe Ratio	-0.31	1.12
5Y Beta	0.02	0.30
5Y Dividends CAGR	N/A	14.05%

Net Assets

ISHG

$755M

Winner

AOK

$756M

Expense Ratio

ISHG

0.35%

Winner

AOK

0.15%

Max Drawdown

ISHG

42.96%

Winner

AOK

20.42%

Sharpe Ratio

ISHG

-0.31

Winner

AOK

1.12

5Y Beta

Winner

ISHG

0.02

AOK

0.30

5Y Dividends CAGR

ISHG

N/A

AOK

14.05%

ISHG vs AOK - Historical Returns

Returns include dividend reinvestment.

Period	ISHG	AOK
1 month	-1.50%	+0.26%
3 months	-0.69%	+1.68%
6 months	+0.16%	+3.17%
1 year	+1.34%	+10.85%
5 years(CAGR)	-1.32%	+3.51%
10 years(CAGR)	-0.25%	+5.02%
Max(CAGR)	-0.63%	+5.35%

ISHG

-1.50%

Winner

AOK

+0.26%

ISHG

-0.69%

Winner

AOK

+1.68%

ISHG

+0.16%

Winner

AOK

+3.17%

ISHG

+1.34%

Winner

AOK

+10.85%

5Y(CAGR)

ISHG

-1.32%

Winner

AOK

+3.51%

10Y(CAGR)

ISHG

-0.25%

Winner

AOK

+5.02%

Max(CAGR)

ISHG

-0.63%

Winner

AOK

+5.35%

ISHG vs AOK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	ISHG	AOK
2026	-0.56%	+2.77%
2025	+14.14%	+11.44%
2024	-3.11%	+7.10%
2023	+4.98%	+10.30%
2022	-10.41%	-13.75%
2021	-7.29%	+5.03%
2020	+7.71%	+8.81%
2019	-0.18%	+13.65%
2018	-3.81%	-3.25%
2017	+11.12%	+9.60%
2016	-1.77%	+5.60%
2015	-6.94%	-1.07%
2014	-9.81%	+4.47%
2013	-2.37%	+6.05%
2012	+1.41%	+6.34%
2011	-2.94%	+4.24%
2010	+0.59%	+6.63%
2009	+7.31%	+8.46%
2008	N/A	+4.06%

ISHG vs AOK Drawdown Comparison

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The current ISHG drawdown is -22.79%. The current AOK drawdown is -1.37%.

Rank	ISHG	AOK
#1	-37.24% May 4, 2011 - Sep 27, 2022	-18.94% Nov 5, 2021 - Jul 16, 2024
#2	-15.06% Dec 1, 2009 - Mar 21, 2011	-14.55% Feb 19, 2020 - Jun 8, 2020
#3	-5.65% Jan 28, 2009 - Mar 19, 2009	-10.84% Nov 25, 2008 - Dec 9, 2008
#4	-4.09% Mar 19, 2009 - May 8, 2009	-9.06% Dec 19, 2008 - May 8, 2009
#5	-3.93% Jun 2, 2009 - Jul 22, 2009	-6.42% Apr 24, 2015 - Jun 3, 2016
#6	-2.10% Aug 3, 2009 - Sep 8, 2009	-6.15% Jan 26, 2018 - Mar 15, 2019
#7	-1.78% Oct 21, 2009 - Nov 16, 2009	-5.02% Nov 14, 2008 - Nov 25, 2008
#8	-1.61% Mar 21, 2011 - Apr 12, 2011	-4.96% Feb 26, 2025 - May 13, 2025
#9	-1.30% Jul 22, 2009 - Jul 31, 2009	-4.50% Feb 25, 2026 - Apr 17, 2026
#10	-1.01% Nov 16, 2009 - Nov 25, 2009	-4.43% May 21, 2013 - Sep 18, 2013
#11	-0.91% Sep 17, 2009 - Oct 6, 2009	-3.79% May 8, 2009 - Jun 12, 2009
#12	-0.90% May 22, 2009 - May 29, 2009	-3.68% Jul 22, 2011 - Oct 28, 2011
#13	-0.90% Oct 8, 2009 - Oct 14, 2009	-3.64% Jun 12, 2009 - Aug 4, 2009
#14	-0.87% Apr 14, 2011 - Apr 20, 2011	-3.50% Dec 6, 2024 - Feb 26, 2025
#15	-0.69% May 14, 2009 - May 19, 2009	-3.41% Sep 7, 2016 - Feb 23, 2017

Correlation

Correlation between ISHG and AOK is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70

-101

Dividend Comparison (2008 - 2026)

ISHG vs AOK dividend yield comparison.

Year	ISHG	AOK
2026	0.00%	1.10%
2025	1.45%	3.28%
2024	2.56%	3.23%
2023	0.18%	2.93%
2022	0.00%	2.25%
2021	1.29%	1.55%
2020	0.00%	2.10%
2019	0.00%	2.71%
2018	1.80%	2.68%
2017	0.46%	2.91%
2016	0.00%	2.14%
2015	0.09%	2.02%
2014	0.42%	2.08%
2013	0.20%	1.82%
2012	1.55%	2.05%
2011	4.51%	2.35%
2010	0.97%	1.78%
2009	1.15%	2.33%
2008	0.00%	0.44%