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IWR vs AOR
iShares Russell Mid-Cap ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- IWR is significantly larger than AOR — larger funds tend to be more liquid and less likely to close.
- IWR is classified as equity, while AOR is mixed asset — different risk/return profiles.
- IWR follows a index tracking strategy; AOR uses active selection.
- Over the last 3 years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | AOR | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $52.6B | $3.5B |
| Since | 2001 | 2008 |
| Dividend yield | 1.19% | 2.53% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.8% | +19.8% |
| CAGR 3Y | +17.2% | +14.4% |
| CAGR 5Y | +8.1% | +7.1% |
| Sharpe 3Y | 0.86 | 1.11 |
| Volatility 1Y | 13.50% | 8.47% |
| Max drawdown | -40.59% | -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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