AORiShares Core 60/40 Balanced Allocation ETF
Tracks the investment results of an index of equity and fixed income funds representing a growth allocation strategy.
iShares · Since 2008 (17 years)
Annual Cost
0.15%
#583 out of 5,332 ETFs
Fund Size
$3.2B
#501 out of 5,332 ETFs
Dividend Yield
2.57%
Track Record
17 years
#638 out of 5,332 ETFs
Performance
1 Year
+20.8%
3 Years
+13.9%
5 Years
+6.7%
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
59.9%
Bonds
39.3%
Cash
0.8%
Other
0.0%
Sector breakdown
Technology
25.2%
Financial Services
16.5%
Industrials
12.0%
Consumer Cyclical
9.6%
Healthcare
8.9%
Communication
7.8%
Consumer Defensive
5.4%
Energy
4.8%
Other
9.8%
Top holdings
iShares Core Universal USD Bond ETFIUSB33.8%
iShares Core S&P 500 ETFIVV33.5%
iShares Core MSCI Intl Dev Mkts ETFIDEV17.0%
iShares Core MSCI Emerging Markets ETFIEMG6.8%
iShares Core International Aggt Bd ETFIAGG5.9%
iShares Core S&P Mid-Cap ETFIJH2.0%
iShares Core S&P Small-Cap ETFIJR0.9%
BlackRock Cash Funds Treasury SL AgencyXTSLA0.1%
Risk profile
Volatility (1Y)
8.3%
Moderate
Max drawdown
-22.9%
Worst peak-to-trough loss
Sharpe (3Y)
1.07
Excellent risk-adjusted returns
Sortino (3Y)
1.57
Good downside protection
Bond profile
Credit ratings
US Government
19.5%
AAA
100.0%
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Data updated on 2026-05-05