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AOR vs VWELX: which was the better investment?

iShares Core Growth Allocation ETF against Vanguard Wellington Fund on real daily total-return data — every dividend reinvested, from Nov 19, 2008 to Jul 13, 2026.

the 60/40 ETF (AOR)Vanguard Wellington
18 years of daily dataDividends reinvestedUpdated daily

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AORiShares Core Growth Allocation ETF
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VWELX
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Frequently asked questions

Did AOR beat VWELX?

No — measured from Nov 19, 2008 to Jul 13, 2026 with dividends reinvested, VWELX came out ahead: $63,649 versus $45,080 from a $10,000 start. That gap compounds from a 11.1% annual return against 8.9%.

What would $10,000 in AOR be worth today?

$10,000 invested in iShares Core Growth Allocation ETF (AOR) on Nov 19, 2008 would be worth about $45,080 as of Jul 13, 2026, a total return of 350.8% (8.9% per year). The same $10,000 in VWELX would be worth $63,649.

Which was riskier — AOR or VWELX?

AOR swung with an annualized volatility of 12.5% and a worst peak-to-trough drop of -24.4%; VWELX ran at 11.5% volatility with a -25.3% maximum drawdown. Risk-adjusted (Sharpe ratio), that is 0.55 for AOR vs 0.79 for VWELX.

What data is this comparison based on?

Daily adjusted closing prices covering Nov 19, 2008 through Jul 13, 2026 — the full period where both assets have price history. Adjusted prices include dividends and splits, so these are total returns. The page refreshes with new market data every day.

Can I change the dates, amounts, or add monthly investing?

Yes — the interactive tool on this page is pre-loaded with AOR vs VWELX. You can set any start and end date, change the starting amount, add monthly contributions, or build a multi-asset portfolio and compare it against any benchmark.