Screener
FTBI vs AOR
First Trust Balanced Income ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 0.82% less per year.
- AOR is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI follows a index tracking strategy; AOR uses active selection.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | AOR | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.15% |
| Fund size (AUM) | $20M | $3.5B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.53% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +21.0% |
| CAGR 3Y | N/A | +14.4% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | — | 8.50% |
| Max drawdown | -5.34% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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