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AOR vs BINC

iShares Core 60/40 Balanced Allocation ETF vs iShares Flexible Income Active ETF

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

BINC

iShares Flexible Income Active ETF

Annual cost

0.40%

Fund size

$16.8B

Key differences

AOR is a mixed asset ETF, while BINC is a fixed income ETF. AOR charges 0.15% a year and BINC 0.40%.

  • AOR is a mixed asset fund, while BINC is a fixed income fund. They carry different risk/return profiles.
  • AOR costs 0.25% less per year.
  • BINC is much larger than AOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AOR has delivered higher annualized returns.
  • AOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AORBINC
Annual cost (TER)0.15%0.40%
Fund size (AUM)$3.6B$16.8B
Since20082023
Dividend yield2.47%5.54%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+17.5%+5.7%
CAGR 3Y+14.1%+7.1%
CAGR 5Y+6.9%N/A
Sharpe 3Y1.081.13
Volatility 1Y8.85%2.30%
Max drawdown-22.95%-2.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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