Screener
AOR vs FTBI
iShares Core 60/40 Balanced Allocation ETF vs First Trust Balanced Income ETF
Key differences
- AOR costs 0.82% less per year.
- AOR is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- AOR follows a active selection strategy; FTBI uses index tracking.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.97% |
| Fund size (AUM) | $3.5B | $20M |
| Since | 2008 | 2025 |
| Dividend yield | 2.53% | — |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.0% | N/A |
| CAGR 3Y | +14.4% | N/A |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 8.50% | — |
| Max drawdown | -22.95% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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