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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 IJS: how they differ

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

iShares Core 60/40 Balanced Allocation ETF and iShares S&P Small-Cap 600 Value ETF.

What they hold in common

By the books each fund has filed, AOR and IJS 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 IJS
iShares Core S&P 500 ETF 35.07%MOLINA HEALTHCARE INC 1.30%
iShares Core Universal USD Bond ETF 32.09%MATCH GROUP INC 0.97%
iShares Core MSCI International Develope 17.02%EASTMAN CHEMICAL COMPANY 0.84%
iShares Core MSCI Emerging Markets ETF 7.29%CARMAX INC 0.82%
iShares Core International Aggregate Bon 5.57%KULICKE AND SOFFA INDUSTRIES INC 0.77%
iShares Core S&P Mid-Cap ETF 1.99%POOL CORP 0.75%
iShares Core S&P Small-Cap ETF 0.96%LKQ CORP 0.73%
VISHAY INTERTECHNOLOGY INC 0.73%

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 Jun 30, 2026.

AOR and IJS on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AOR
iShares Core 60/40 Balanced Allocation ETF
IJS
iShares S&P Small-Cap 600 Value ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isCore 60/40 Balanced AllocationS&P Small-Cap 600 Value
Total return, 1 year+11.3%+22.1%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts+4.7 pts
Expense ratio0.15%0.18%
Already in the S&P 5000.0%0.0%
Holdings7461

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%.

IJS in plain words

IJS is an index equity fund tracking the S&P Small-Cap 600 Value. Over the year to Sep 11, 2026 it returned +22.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 461 positions, with the top ten at 8.3%. It sat 4.3% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AOR or IJS?
In the year to Sep 12, 2026, with distributions reinvested, AOR returned +11.3% and IJS returned +22.1%, so IJS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AOR or IJS?
AOR charges 0.15% a year and IJS charges 0.18%, so AOR is cheaper. Fees come from each fund's prospectus.
How much do AOR and IJS overlap with the S&P 500?
By their latest filed holdings, 0% of AOR and 0% of IJS 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 IJS, 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 IJS, data as of Sep 12, 2026. https://etfiq.com/compare/any/AOR-IJS Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources