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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 VTEB: how they differ

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

iShares Core 60/40 Balanced Allocation ETF and Vanguard Tax-Exempt Bond Index Fund.

What they hold in common

By the books each fund has filed, AOR and VTEB 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 VTEB
iShares Core S&P 500 ETF 35.07%University of California 0.12%
iShares Core Universal USD Bond ETF 32.09%Triborough Bridge & Tunnel Authority 0.12%
iShares Core MSCI International Develope 17.02%Colorado State Education Loan Program 0.11%
iShares Core MSCI Emerging Markets ETF 7.29%State of California 0.11%
iShares Core International Aggregate Bon 5.57%New York City Transitional Finance Autho 0.09%
iShares Core S&P Mid-Cap ETF 1.99%Dallas Independent School District 0.09%
iShares Core S&P Small-Cap ETF 0.96%New York State Dormitory Authority 0.09%
Ohio Water Development Authority Water P 0.09%

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.

AOR and VTEB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AOR
iShares Core 60/40 Balanced Allocation ETF
VTEB
Vanguard Tax-Exempt Bond Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isCore 60/40 Balanced AllocationTax-Exempt Bond
Total return, 1 year+11.3%+0.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts−17.3 pts
Expense ratio0.15%0.03%
Holdings710185

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%.

VTEB in plain words

VTEB is a bond fund tracking the Tax-Exempt Bond. Over the year to Sep 11, 2026 it returned +0.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. It sat 3.6% below its high of Jul 6, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AOR or VTEB?
In the year to Sep 12, 2026, with distributions reinvested, AOR returned +11.3% and VTEB returned +0.2%, so AOR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AOR or VTEB?
AOR charges 0.15% a year and VTEB charges 0.03%, so VTEB is cheaper. Fees come from each fund's prospectus.

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

A comparison is not a recommendation. Standards and sources