Screener
AOR vs IMTB
iShares Core 60/40 Balanced Allocation ETF vs iShares Core 5-10 Year USD Bond ETF
Key differences
AOR is a mixed asset ETF, while IMTB is a fixed income ETF. AOR charges 0.15% a year and IMTB 0.06%.
- AOR is a mixed asset fund, while IMTB is a fixed income fund. They carry different risk/return profiles.
- AOR follows a active selection strategy; IMTB uses index tracking.
- IMTB costs 0.09% less per year.
- AOR is much larger than IMTB. 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
| AOR | IMTB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.06% |
| Fund size (AUM) | $3.6B | $280M |
| Since | 2008 | 2016 |
| Dividend yield | 2.47% | 4.48% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.5% | +5.3% |
| CAGR 3Y | +14.0% | +4.5% |
| CAGR 5Y | +6.7% | +0.5% |
| Sharpe 3Y | 1.06 | 0.17 |
| Volatility 1Y | 8.66% | 4.05% |
| Max drawdown | -22.95% | -18.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.