Screener
ITOT vs AOR
iShares Core S&P Total U.S. Stock Market ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- ITOT costs 0.12% less per year.
- ITOT is significantly larger than AOR — larger funds tend to be more liquid and less likely to close.
- ITOT is classified as equity, while AOR is mixed asset — different risk/return profiles.
- ITOT follows a index tracking strategy; AOR uses active selection.
- Over the last 3 years, ITOT has delivered higher annualized returns.
Side-by-side comparison
| ITOT | AOR | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.15% |
| Fund size (AUM) | $88.9B | $3.5B |
| Since | 2004 | 2008 |
| Dividend yield | 1.03% | 2.53% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.5% | +19.8% |
| CAGR 3Y | +22.8% | +14.4% |
| CAGR 5Y | +12.9% | +7.1% |
| Sharpe 3Y | 1.20 | 1.11 |
| Volatility 1Y | 12.36% | 8.47% |
| Max drawdown | -35.00% | -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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