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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and GARP +18.0%.

Which is cheaper, AOR or GARP?

Neither: AOR and GARP both charge 0.15% a year. Fees come from each fund's prospectus.

How much do AOR and GARP overlap with the S&P 500?

By their latest filed holdings, 0% of AOR and 94% of GARP by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AOR vs GARP: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to GARP's +18.0%; 0% of their weight is in the same names.

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Net assets: $3.9bn on Oct 28, 2026 for iShares Core 60/40 Balanced Allocation ETF, and $3.6bn on Oct 27, 2026 for iShares MSCI USA Quality GARP ETF.

AOR on its own →GARP on its own →

At a glance

+7.8%

AOR total return, 1 year

+18.0%

GARP total return, 1 year

0.15%

AOR expense ratio

0.15%

GARP expense ratio

Pair scorecard

Both cost 0.15% a year; their one-year returns differ by 10.2 points; AOR is 1.1 times larger.

Points (pts) are percentage points.

AOR vs GARP: Differences, Returns & Fees
Measure	AOR	GARP
Return
Measure	AOR	GARP
Total return, 1 year	+7.8%	+18.0%
Drawdown
Measure	AOR	GARP
Below its high		7.0%, high on Oct 6, 2026
Benchmark
Measure	AOR	GARP
What it tracks	60/40 Balanced Allocation	MSCI USA Quality GARP Select Index
Cost and size
Measure	AOR	GARP
Expense ratio	0.15%	0.15%
Net assets, as of Oct 27, 2026	$3.9bn	$3.6bn
Holdings
Measure	AOR	GARP
Holdings in common	0%
Top ten holdings, share of the fund	99.9%	43.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, AOR and GARP hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AOR GARP

Only in one fund ↓

Only in AOR

ISHARES CORE S&P ETF TRUST 35.70%

ISHARES CORE UNIV USD BOND ETF 32.15%

ISHARES CORE MSCI INT DEVEL ETF 17.10%

ISHARES CORE MSCI EMERGING MARKETS 6.34%

iShares Core Intl Aggregate Bnd ET 5.81%

ISHARES CORE S&P MID-CAP ETF 1.89%

ISHARES CORE S&P SMALL-CAP ETF 0.92%

Only in GARP

MICROSOFT 5.67%

APPLE 5.66%

NVIDIA 5.18%

VISA CLASS A 5.13%

META PLATFORMS CLASS A 4.72%

MICRON TECHNOLOGY 4.61%

LAM RESEARCH 3.31%

CATERPILLAR INC 3.29%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF GARP iShares MSCI USA Quality GARP ETF

Where it sits Allocation ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of 60/40 Balanced Allocation Tracks the MSCI USA Quality GARP

Total return, 1 year +7.8% +18.0%

Its benchmark over the same days +13.4% (ACWI) +13.3% (PBUS)

Gap to its benchmark −5.6 pts vs ACWI +4.7 pts vs PBUS

Expense ratio 0.15% 0.15%

Already in the S&P 500 0.0% 94.4%

Holdings 7 131

Net assets, AOR as of Oct 28, 2026 and GARP as of Oct 27, 2026 $3.9bn $3.6bn

AOR and GARP 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%.

GARP

GARP tracks the MSCI USA Quality GARP. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested, against +13.3% for its benchmark, the MSCI USA Index. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 131 positions, with the top ten at 43.5%. It sat 7.0% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AOR or GARP?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and GARP +18.0%.
Which is cheaper, AOR or GARP?: Neither: AOR and GARP both charge 0.15% a year. Fees come from each fund's prospectus.
How much do AOR and GARP overlap with the S&P 500?: By their latest filed holdings, 0% of AOR and 94% of GARP by weight is stocks the S&P 500 already holds.

Other comparisons

AOR vs FBCG AOR vs VOOG AOR vs VONG AOR vs SPYG CGBL vs GARP GARP vs IYR GARP vs HYMB FXI vs GARP

Where to next

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

Sources and dates

AOR and GARP filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

GARP prospectus with the expense ratio (SEC) ↗

iShares page for GARP ↗

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

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

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

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