Which returned more over the last year, AOR or BOXX?

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and BOXX +4.0%.

Which is cheaper, AOR or BOXX?

AOR is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AOR vs BOXX: Differences, Returns & Fees

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AOR is an equity index fund and BOXX an actively managed short-term fund, and over the year to Oct 28, 2026, AOR returned +7.8% against +4.0%.

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Net assets on Oct 28, 2026: $3.9bn for iShares Core 60/40 Balanced Allocation ETF and $14.5bn for Alpha Architect 1-3 Month Box ETF.

AOR on its own →BOXX on its own →

At a glance

+7.8%

AOR total return, 1 year

+4.0%

BOXX total return, 1 year

0.15%

AOR expense ratio

0.19%

BOXX expense ratio

Pair scorecard

AOR costs 0.04 points a year less; their one-year returns differ by 3.8 points; BOXX is 3.7 times larger.

AOR vs BOXX: Differences, Returns & Fees
Measure	AOR	BOXX
Return
Measure	AOR	BOXX
Total return, 1 year	+7.8%	+4.0%
Benchmark
Measure	AOR	BOXX
What it tracks	60/40 Balanced Allocation	No index, actively managed
Cost and size
Measure	AOR	BOXX
Expense ratio	0.15%	0.19%
Net assets	$3.9bn	$14.5bn
Holdings
Measure	AOR	BOXX
Holdings in common	not published
In the S&P 500, by weight	0%
Holdings dated	Oct 27, 2026
Top ten holdings, share of the fund	99.9%

Method

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF BOXX Alpha Architect 1-3 Month Box ETF

Where it sits Allocation ETF Bond ETF

Issuer iShares Alpha Architect

What it is Tracks an index of 60/40 Balanced Allocation Actively managed

Total return, 1 year +7.8% +4.0%

Its benchmark over the same days +13.4% (ACWI) not measured

Gap to its benchmark −5.6 pts vs ACWI not measured

Expense ratio 0.15% 0.19%

Holdings 7 not counted

Net assets $3.9bn $14.5bn

AOR and BOXX on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

AOR

AOR tracks an index of 60/40 Balanced Allocation. Over the year to Oct 28, 2026 it returned +7.8% with distributions reinvested, against +13.4% for its benchmark, the MSCI All Country World Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 7 positions, with the top ten at 99.9%.

BOXX

BOXX is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +4.0% with distributions reinvested. The prospectus expense ratio is 0.19% a year.

Questions people ask

Which returned more over the last year, AOR or BOXX?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and BOXX +4.0%.
Which is cheaper, AOR or BOXX?: AOR is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

AOR vs VBIL AOR vs MINT AOR vs USFR AOR vs PULS BOXX vs CGBL BOXX vs IYR BILS vs BOXX BOXX vs IBDS

Where to next

AOR on its own →BOXX on its own →Hold both: look the portfolio through →Rankings →AOR dividend history →AOR holdings →BOXX dividend history →Standards and sources →

Sources and dates

AOR filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

BOXX filings on SEC EDGAR ↗

BOXX prospectus with the expense ratio (SEC) ↗

Alpha Architect website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

Cite this pageCitation, APA and Markdown

ETFIQ, AOR against BOXX, data as of Oct 28, 2026. https://etfiq.com/compare/any/aor-vs-boxx

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.