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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AOR vs EMXC: how they differ

AOR and EMXC hold 0% of their weight in the same names, and EMXC returned more over the year.

iShares Core 60/40 Balanced Allocation ETF and iShares MSCI Emerging Markets ex China ETF.

What they hold in common

By the books each fund has filed, AOR and EMXC hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in AOROnly in EMXC
iShares Core S&P 500 ETF 35.07%Taiwan Semiconductor Manufacturing Compa 17.97%
iShares Core Universal USD Bond ETF 32.09%SK hynix Inc. 8.37%
iShares Core MSCI International Develope 17.02%MediaTek Inc. 2.04%
iShares Core MSCI Emerging Markets ETF 7.29%DELTA ELECTRONICS, INC. 1.47%
iShares Core International Aggregate Bon 5.57%HON HAI PRECISION INDUSTRY CO., LTD. 1.13%
iShares Core S&P Mid-Cap ETF 1.99%Samsung Electronics Co., Ltd. 1.07%
iShares Core S&P Small-Cap ETF 0.96%HDFC BANK LIMITED 0.88%
RELIANCE INDUSTRIES LIMITED 0.83%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

AOR and EMXC on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AOR
iShares Core 60/40 Balanced Allocation ETF
EMXC
iShares MSCI Emerging Markets ex China ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isCore 60/40 Balanced AllocationMSCI Emerging Markets ex China
Total return, 1 year+11.3%+55.5%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts+38.0 pts
Expense ratio0.15%0.25%
Already in the S&P 5000.0%0.0%
Holdings7662

AOR in plain words

AOR is an index equity fund tracking the Core 60/40 Balanced Allocation. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 7 positions, with the top ten at 100.0%.

EMXC in plain words

EMXC is an index equity fund tracking the MSCI Emerging Markets ex China. Over the year to Sep 11, 2026 it returned +55.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 662 positions, with the top ten at 44.3%. It sat 5.5% below its high of Jun 22, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AOR or EMXC?
In the year to Sep 12, 2026, with distributions reinvested, AOR returned +11.3% and EMXC returned +55.5%, so EMXC returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AOR or EMXC?
AOR charges 0.15% a year and EMXC charges 0.25%, so AOR is cheaper. Fees come from each fund's prospectus.
How much do AOR and EMXC overlap with the S&P 500?
By their latest filed holdings, 0% of AOR and 0% of EMXC by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AOR against EMXC, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AOR against EMXC, data as of Sep 12, 2026. https://etfiq.com/compare/any/AOR-EMXC Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources