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VCRM vs AOR

Vanguard Core Tax-Exempt Bond ETF vs iShares Core 60/40 Balanced Allocation ETF

VCRM

Vanguard Core Tax-Exempt Bond ETF

Annual cost

0.12%

Fund size

$1.6B

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

Key differences

VCRM is a fixed income ETF, while AOR is a mixed asset ETF. VCRM charges 0.12% a year and AOR 0.15%.

  • VCRM is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
  • AOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VCRMAOR
Annual cost (TER)0.12%0.15%
Fund size (AUM)$1.6B$3.6B
Since20242008
Dividend yield3.63%2.47%
Asset classfixed incomemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.8%+17.5%
CAGR 3YN/A+14.1%
CAGR 5YN/A+6.9%
Sharpe 3YN/A1.08
Volatility 1Y3.04%8.85%
Max drawdown-4.12%-22.95%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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