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ICSH vs AOR

iShares Ultra Short Duration Bond Active ETF vs iShares Core 60/40 Balanced Allocation ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

Key differences

ICSH is a fixed income ETF, while AOR is a mixed asset ETF. ICSH charges 0.08% a year and AOR 0.15%.

  • ICSH is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
  • ICSH costs 0.07% less per year.
  • 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

ICSHAOR
Annual cost (TER)0.08%0.15%
Fund size (AUM)$7.6B$3.6B
Since20132008
Dividend yield4.38%2.47%
Asset classfixed incomemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+17.5%
CAGR 3Y+5.2%+14.1%
CAGR 5Y+3.7%+6.9%
Sharpe 3Y3.411.08
Volatility 1Y0.41%8.85%
Max drawdown-3.94%-22.95%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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