Screener
AOR vs IWR
iShares Core 60/40 Balanced Allocation ETF vs iShares Russell Mid-Cap ETF
Key differences
- IWR is significantly larger than AOR — larger funds tend to be more liquid and less likely to close.
- AOR is classified as mixed asset, while IWR is equity — different risk/return profiles.
- AOR follows a active selection strategy; IWR uses index tracking.
- Over the last 3 years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | IWR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $3.5B | $52.6B |
| Since | 2008 | 2001 |
| Dividend yield | 2.53% | 1.19% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.8% | +21.8% |
| CAGR 3Y | +14.4% | +17.2% |
| CAGR 5Y | +7.1% | +8.1% |
| Sharpe 3Y | 1.11 | 0.86 |
| Volatility 1Y | 8.47% | 13.50% |
| Max drawdown | -22.95% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AOR and IWR
Explore further