Screener
AOR vs ILTB
iShares Core 60/40 Balanced Allocation ETF vs iShares Core 10+ Year USD Bond ETF
Key differences
AOR is a mixed asset ETF, while ILTB is a fixed income ETF. AOR charges 0.15% a year and ILTB 0.06%.
- AOR is a mixed asset fund, while ILTB is a fixed income fund. They carry different risk/return profiles.
- AOR follows a active selection strategy; ILTB uses index tracking.
- ILTB costs 0.09% less per year.
- AOR is much larger than ILTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOR has delivered higher annualized returns.
Side-by-side comparison
| AOR | ILTB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.06% |
| Fund size (AUM) | $3.6B | $591M |
| Since | 2008 | 2009 |
| Dividend yield | 2.47% | 4.93% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.5% | +5.2% |
| CAGR 3Y | +14.0% | +2.3% |
| CAGR 5Y | +6.7% | -2.9% |
| Sharpe 3Y | 1.06 | -0.06 |
| Volatility 1Y | 8.66% | 7.82% |
| Max drawdown | -22.95% | -36.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.