IWX vs AOR
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF).
5-Year PerformanceIWX has outperformed AOR, delivering a return of +11.3% compared to +7.4%
IWX vs AOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWX vs AOR - Historical Returns
Returns include dividend reinvestment.
IWX vs AOR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IWX | AOR |
|---|---|---|
| 2026 | +10.68% | +5.43% |
| 2025 | +18.35% | +16.68% |
| 2024 | +14.15% | +11.47% |
| 2023 | +10.40% | +14.90% |
| 2022 | -5.80% | -15.79% |
| 2021 | +24.62% | +11.46% |
| 2020 | +0.74% | +10.74% |
| 2019 | +25.79% | +18.94% |
| 2018 | -6.69% | -6.24% |
| 2017 | +13.11% | +15.49% |
| 2016 | +17.63% | +7.82% |
| 2015 | -3.41% | -1.02% |
| 2014 | +14.05% | +7.24% |
| 2013 | +28.53% | +14.07% |
| 2012 | +14.33% | +10.41% |
| 2011 | +0.04% | +0.52% |
| 2010 | +10.63% | +9.79% |
| 2009 | +3.66% | +17.43% |
| 2008 | N/A | +4.43% |
IWX vs AOR Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.
The current IWX drawdown is -0.03%. The current AOR drawdown is -0.49%.
| Rank | IWX | AOR |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -24.44% Nov 28, 2008 - Aug 13, 2009 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -22.95% Feb 12, 2020 - Aug 5, 2020 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -21.73% Nov 8, 2021 - Mar 1, 2024 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -13.45% Nov 13, 2008 - Nov 28, 2008 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -12.62% Apr 29, 2011 - Feb 3, 2012 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -12.28% Jan 26, 2018 - Apr 30, 2019 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -11.29% May 21, 2015 - Jul 27, 2016 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -9.77% Feb 18, 2025 - May 15, 2025 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -8.82% Apr 23, 2010 - Oct 5, 2010 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -6.64% Feb 25, 2026 - Apr 17, 2026 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -6.24% Apr 2, 2012 - Aug 16, 2012 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -6.06% Jan 14, 2010 - Mar 16, 2010 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -5.97% May 21, 2013 - Aug 2, 2013 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -5.32% Sep 5, 2014 - Nov 21, 2014 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -5.11% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between IWX and AOR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
IWX vs AOR dividend yield comparison.
| Year | IWX | AOR |
|---|---|---|
| 2026 | 0.36% | 0.45% |
| 2025 | 1.59% | 2.54% |
| 2024 | 1.97% | 2.66% |
| 2023 | 2.13% | 2.50% |
| 2022 | 2.07% | 2.12% |
| 2021 | 1.79% | 1.64% |
| 2020 | 2.12% | 1.89% |
| 2019 | 2.60% | 2.56% |
| 2018 | 2.66% | 2.49% |
| 2017 | 2.12% | 4.51% |
| 2016 | 2.22% | 2.16% |
| 2015 | 2.77% | 2.12% |
| 2014 | 2.19% | 2.11% |
| 2013 | 1.89% | 1.92% |
| 2012 | 2.71% | 2.08% |
| 2011 | 2.58% | 2.42% |
| 2010 | 1.83% | 1.84% |
| 2009 | 0.56% | 2.07% |
| 2008 | 0.00% | 0.68% |
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