Screener
ISTB vs AOR
iShares Core 1-5 Year USD Bond ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
ISTB is a fixed income ETF, while AOR is a mixed asset ETF. ISTB charges 0.06% a year and AOR 0.15%.
- ISTB is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- ISTB follows a index tracking strategy; AOR uses active selection.
- ISTB costs 0.09% less per year.
- Over the last three years, AOR has delivered higher annualized returns.
Side-by-side comparison
| ISTB | AOR | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.15% |
| Fund size (AUM) | $4.7B | $3.6B |
| Since | 2012 | 2008 |
| Dividend yield | 4.23% | 2.47% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.9% | +17.5% |
| CAGR 3Y | +4.8% | +14.0% |
| CAGR 5Y | +1.8% | +6.7% |
| Sharpe 3Y | 0.47 | 1.06 |
| Volatility 1Y | 1.78% | 8.66% |
| Max drawdown | -9.34% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.