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AOR vs BNDP

iShares Core 60/40 Balanced Allocation ETF vs Vanguard Core-Plus Bond Index ETF

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

BNDP

Vanguard Core-Plus Bond Index ETF

Annual cost

0.05%

Fund size

$117M

Key differences

AOR is a mixed asset ETF, while BNDP is a fixed income ETF. AOR charges 0.15% a year and BNDP 0.05%.

  • AOR is a mixed asset fund, while BNDP is a fixed income fund. They carry different risk/return profiles.
  • AOR follows a active selection strategy; BNDP uses index tracking.
  • BNDP costs 0.10% less per year.
  • AOR is much larger than BNDP. Larger funds are usually more liquid and less likely to close.
  • AOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AORBNDP
Annual cost (TER)0.15%0.05%
Fund size (AUM)$3.6B$117M
Since20082025
Dividend yield2.47%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.5%N/A
CAGR 3Y+14.1%N/A
CAGR 5Y+6.9%N/A
Sharpe 3Y1.08N/A
Volatility 1Y8.85%
Max drawdown-22.95%-2.60%

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

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