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AOR vs IVV
iShares Core 60/40 Balanced Allocation ETF vs iShares Core S&P 500 ETF
Key differences
- IVV costs 0.12% less per year.
- IVV is significantly larger than AOR — larger funds tend to be more liquid and less likely to close.
- AOR is classified as mixed asset, while IVV is equity — different risk/return profiles.
- AOR follows a active selection strategy; IVV uses index tracking.
- Over the last 3 years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | IVV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.03% |
| Fund size (AUM) | $3.5B | $797.5B |
| Since | 2008 | 2000 |
| Dividend yield | 2.53% | 1.12% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.8% | +29.5% |
| CAGR 3Y | +14.4% | +23.2% |
| CAGR 5Y | +7.1% | +14.0% |
| Sharpe 3Y | 1.11 | 1.25 |
| Volatility 1Y | 8.47% | 11.96% |
| Max drawdown | -22.95% | -33.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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