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

In the year to Sep 21, 2026, with distributions reinvested, AOR returned +10.5% and IBIT returned −31.1%, so AOR returned more.

Which is cheaper, AOR or IBIT?

AOR charges 0.15% a year and IBIT charges 0.25%, so AOR is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

AOR vs IBIT: how they differ

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

iShares Core 60/40 Balanced Allocation ETF and iShares Bitcoin Trust ETF.

What they hold in common

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

Positions AOR and IBIT both hold, largest shared weight first
Holding	AOR	IBIT
USD CASH	-0.01%	0.00%

Only in each
Only in AOR	Only in IBIT
ISHARES CORE S&P ETF TRUST 35.23%	BITCOIN 100.00%
ISHARES CORE UNIV USD BOND ETF 32.06%
ISHARES CORE MSCI INT DEVEL ETF 17.25%
ISHARES CORE MSCI EMERGING MARKETS 6.77%
iShares Core Intl Aggregate Bnd ET 5.79%
ISHARES CORE S&P MID-CAP ETF 1.88%
ISHARES CORE S&P SMALL-CAP ETF 0.92%
BLK CSH FND TREASURY SL AGENCY 0.10%

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 Sep 18, 2026.

AOR and IBIT on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	AOR iShares Core 60/40 Balanced Allocation ETF	IBIT iShares Bitcoin Trust ETF
Where it sits	Core fund	Core fund
Issuer	iShares	iShares
What it is	Tracks an index of 60/40 Balanced Allocation	Holds bitcoin
Total return, 1 year	+10.5%	−31.1%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−6.1 pts	−47.6 pts
Expense ratio	0.15%	0.25%
Holdings	9	2
Net assets	$3.9bn	$63.7bn

AOR in plain words

AOR tracks an index of 60/40 Balanced Allocation. Over the year to Sep 18, 2026 it returned +10.5% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Sep 18, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 9 positions, with the top ten at 100.0%.

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, AOR or IBIT?: In the year to Sep 21, 2026, with distributions reinvested, AOR returned +10.5% and IBIT returned −31.1%, so AOR returned more.
Which is cheaper, AOR or IBIT?: AOR charges 0.15% a year and IBIT charges 0.25%, so AOR 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 IBIT, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AOR against IBIT, data as of Sep 21, 2026. https://etfiq.com/compare/any/aor-vs-ibit Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources