Screener
ILTB vs AOR
iShares Core 10+ Year USD Bond ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
ILTB is a fixed income ETF, while AOR is a mixed asset ETF. ILTB charges 0.06% a year and AOR 0.15%.
- ILTB is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- ILTB follows a index tracking strategy; AOR uses active selection.
- ILTB costs 0.09% less per year.
- AOR is much larger than ILTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOR has delivered higher annualized returns.
Side-by-side comparison
| ILTB | AOR | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.15% |
| Fund size (AUM) | $591M | $3.6B |
| Since | 2009 | 2008 |
| Dividend yield | 4.93% | 2.47% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.4% | +17.5% |
| CAGR 3Y | +3.3% | +14.1% |
| CAGR 5Y | -2.8% | +6.9% |
| Sharpe 3Y | 0.03 | 1.08 |
| Volatility 1Y | 7.85% | 8.85% |
| Max drawdown | -36.89% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.