IYF vs AOR

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF).

5-Year PerformanceIYF has outperformed AOR, delivering a return of +10.9% compared to +7.4%

IYF vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYF(ETF)	AOR(ETF)
Net Assets	$3.40B	$3.50B
Expense Ratio	0.38%	0.15%
Max Drawdown	80.22%	24.96%
Sharpe Ratio	0.45	1.95
5Y Beta	0.85	0.54
P/E Ratio	15.05	N/A
Forward P/E	13.96	N/A
PEG Ratio	0.33	N/A
5Y Dividends CAGR	14.72%	14.76%
5Y EPS CAGR	10.75%	N/A
Debt to Equity	44.41%	N/A
P/S Ratio	2.91	N/A
P/B Ratio	1.96	N/A

Net Assets

IYF

$3.40B

Winner

AOR

$3.50B

Expense Ratio

IYF

0.38%

Winner

AOR

0.15%

Max Drawdown

IYF

80.22%

Winner

AOR

24.96%

Sharpe Ratio

IYF

0.45

Winner

AOR

1.95

5Y Beta

IYF

0.85

Winner

AOR

0.54

P/E Ratio

IYF

15.05

AOR

N/A

Forward P/E

IYF

13.96

AOR

N/A

PEG Ratio

IYF

0.33

AOR

N/A

5Y Dividends CAGR

IYF

14.72%

Winner

AOR

14.76%

5Y EPS CAGR

IYF

10.75%

AOR

N/A

Debt to Equity

IYF

44.41%

AOR

N/A

P/S Ratio

IYF

2.91

AOR

N/A

P/B Ratio

IYF

1.96

AOR

N/A

IYF vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	IYF	AOR
1 month	-0.42%	+3.12%
3 months	+0.23%	+3.21%
6 months	-1.71%	+6.32%
1 year	+7.88%	+19.57%
5 years(CAGR)	+10.92%	+7.36%
10 years(CAGR)	+12.88%	+8.40%
Max(CAGR)	+5.82%	+8.73%

IYF

-0.42%

Winner

AOR

+3.12%

IYF

+0.23%

Winner

AOR

+3.21%

IYF

-1.71%

Winner

AOR

+6.32%

IYF

+7.88%

Winner

AOR

+19.57%

5Y(CAGR)

Winner

IYF

+10.92%

AOR

+7.36%

10Y(CAGR)

Winner

IYF

+12.88%

AOR

+8.40%

Max(CAGR)

IYF

+5.82%

Winner

AOR

+8.73%

IYF vs AOR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYF	AOR
2026	-4.66%	+5.43%
2025	+18.38%	+16.68%
2024	+30.95%	+11.47%
2023	+14.95%	+14.90%
2022	-12.21%	-15.79%
2021	+33.66%	+11.46%
2020	-1.55%	+10.74%
2019	+31.73%	+18.94%
2018	-9.17%	-6.24%
2017	+18.69%	+15.49%
2016	+19.25%	+7.82%
2015	-0.53%	-1.02%
2014	+14.81%	+7.24%
2013	+29.91%	+14.07%
2012	+23.10%	+10.41%
2011	-14.90%	+0.52%
2010	+10.48%	+9.79%
2009	+16.13%	+17.43%
2008	-49.28%	+4.43%
2007	-18.33%	N/A
2006	+16.82%	N/A
2005	+6.37%	N/A
2004	+13.16%	N/A
2003	+27.24%	N/A
2002	-12.90%	N/A
2001	-3.55%	N/A
2000	-2.24%	N/A

IYF vs AOR Drawdown Comparison

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

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

The current IYF drawdown is -7.06%. The current AOR drawdown is -0.49%.

Rank	IYF	AOR
#1	-79.08% Jun 4, 2007 - Dec 7, 2016	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-42.57% Feb 14, 2020 - Feb 12, 2021	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-33.32% May 26, 2000 - Nov 3, 2003	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-25.05% Jan 12, 2022 - Jan 30, 2024	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-19.88% Sep 20, 2018 - Apr 26, 2019	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-16.60% Feb 18, 2025 - Jun 24, 2025	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-13.88% Jan 6, 2026 - Mar 27, 2026	-11.29% May 21, 2015 - Jul 27, 2016
#8	-11.23% Mar 5, 2004 - Nov 11, 2004	-9.77% Feb 18, 2025 - May 15, 2025
#9	-9.40% Jan 26, 2018 - Sep 20, 2018	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-9.18% Dec 30, 2004 - Jul 12, 2005	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-8.50% Nov 29, 2024 - Jan 30, 2025	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-8.35% Feb 20, 2007 - Jun 1, 2007	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-7.76% Jul 30, 2024 - Aug 23, 2024	-5.97% May 21, 2013 - Aug 2, 2013
#14	-7.64% May 5, 2006 - Sep 13, 2006	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-7.35% Nov 3, 2021 - Jan 7, 2022	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between IYF and AOR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

IYF vs AOR dividend yield comparison.

Year	IYF	AOR
2026	0.47%	0.45%
2025	1.32%	2.54%
2024	1.29%	2.66%
2023	1.67%	2.50%
2022	1.86%	2.12%
2021	1.27%	1.64%
2020	1.72%	1.89%
2019	1.65%	2.56%
2018	1.90%	2.49%
2017	1.46%	4.51%
2016	1.67%	2.16%
2015	1.66%	2.12%
2014	1.38%	2.11%
2013	1.33%	1.92%
2012	1.67%	2.08%
2011	1.68%	2.42%
2010	1.04%	1.84%
2009	1.71%	2.07%
2008	4.64%	0.68%
2007	2.75%	0.00%
2006	1.86%	0.00%
2005	2.03%	0.00%
2004	1.75%	0.00%
2003	1.66%	0.00%
2002	1.75%	0.00%
2001	1.29%	0.00%
2000	2.11%	0.00%