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IJH vs AOR
iShares Core S&P Mid-Cap ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- IJH costs 0.10% less per year.
- IJH is significantly larger than AOR — larger funds tend to be more liquid and less likely to close.
- IJH is classified as equity, while AOR is mixed asset — different risk/return profiles.
- IJH follows a index tracking strategy; AOR uses active selection.
- Over the last 3 years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJH | AOR | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.15% |
| Fund size (AUM) | $115.7B | $3.5B |
| Since | 2000 | 2008 |
| Dividend yield | 1.22% | 2.53% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.7% | +19.8% |
| CAGR 3Y | +16.0% | +14.4% |
| CAGR 5Y | +7.8% | +7.1% |
| Sharpe 3Y | 0.72 | 1.11 |
| Volatility 1Y | 15.66% | 8.47% |
| Max drawdown | -42.18% | -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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