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AOR vs IJH
iShares Core 60/40 Balanced Allocation ETF vs iShares Core S&P Mid-Cap ETF
Key differences
- IJH costs 0.10% less per year.
- IJH is significantly larger than AOR — larger funds tend to be more liquid and less likely to close.
- AOR is classified as mixed asset, while IJH is equity — different risk/return profiles.
- AOR follows a active selection strategy; IJH uses index tracking.
- Over the last 3 years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | IJH | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.05% |
| Fund size (AUM) | $3.5B | $115.7B |
| Since | 2008 | 2000 |
| Dividend yield | 2.53% | 1.22% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.8% | +24.7% |
| CAGR 3Y | +14.4% | +16.0% |
| CAGR 5Y | +7.1% | +7.8% |
| Sharpe 3Y | 1.11 | 0.72 |
| Volatility 1Y | 8.47% | 15.66% |
| Max drawdown | -22.95% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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