CLSMvsAORETF Comparison
Cabana Target Leading Sector Moderate ETF (CLSM) and iShares Core 60/40 Balanced Allocation ETF (AOR) belong to the same industry segment: Multi-Asset: Moderate. In contrast, AOR's top sector exposures are Technology, Sovereign and Finance. CLSM is more expensive with a Total Expense Ratio (TER) of 0.93%, versus 0.2% for AOR. CLSM is up 17.38% year-to-date (YTD) with -$24M in YTD flows. AOR performs worse with 6.64% YTD performance, and +$588M in YTD flows. Run a side-by-side ETF comparison of CLSM and AOR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
CLSM vs AOR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CLSM AOR | -2.36%-0.97% | +3.14%+0.61% | +17.38%+6.64% | +17.52%+8.06% | +46.15%+53.29% | +10.81%+35.73% |
| Flows | CLSM AOR | -+$66M | -$1M+$252M | -$24M+$588M | -$31M+$832M | -$45M+$1.28B | -$179M+$1.35B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CLSM AOR | +13.04%+7.75% | +15.04%+9.28% | +13.40%+9.36% | +12.81%+10.50% |
| Max drawdown | CLSM AOR | -3.81%-2.75% | -8.52%-6.66% | -14.57%-9.78% | -30.38%-21.61% |
| Max drawdown duration | CLSM AOR | 17d71d | 47d50d | 229d85d | 1590d843d |
CLSM | AOR | |
Last sale 10/23/2026 at 1:30 PM | $27.27 | $68.34 |
| Previous close 10/23/2026 | $27.38 | $68.14 |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CLSM | AOR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CLSM | AOR | |
|---|---|---|
| Last price | $27.27 | $68.34 |
| 1D performance | -0.40% | +0.29% |
| AuM | $96.35 M | $3.88 B |
| E/R | 0.93% | 0.2% |
CLSM | AOR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Cabana ETF | iShares |
| Benchmark | - | S&P Target Risk Growth Index |
| N° of holdings | - | 31020 |
| Asset class | - | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2021 | November 4, 2008 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
