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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IJR +17.5%.

Which is cheaper, AOR or IJR?

IJR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

AOR vs IJR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to IJR's +17.5%; 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 $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF.

AOR on its own →IJR on its own →

At a glance

+7.8%

AOR total return, 1 year

+17.5%

IJR total return, 1 year

0.15%

AOR expense ratio

0.06%

IJR expense ratio

Pair scorecard

IJR costs 0.09 points a year less; their one-year returns differ by 9.7 points; IJR is far larger, $104.6bn against $3.9bn.

AOR vs IJR: Differences, Returns & Fees
Measure	AOR	IJR
Return
Measure	AOR	IJR
Total return, 1 year	+7.8%	+17.5%
Drawdown
Measure	AOR	IJR
Below its high		6.8%, high on Aug 14, 2026
Benchmark
Measure	AOR	IJR
What it tracks	60/40 Balanced Allocation	S&P SmallCap 600
Cost and size
Measure	AOR	IJR
Expense ratio	0.15%	0.06%
Net assets, as of Oct 27, 2026	$3.9bn	$104.6bn
Holdings
Measure	AOR	IJR
Holdings in common	0%
Top ten holdings, share of the fund	99.9%	5.3%

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

What they share

By the books each fund has filed, AOR and IJR 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 IJR

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 IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF IJR iShares Core S&P Small-Cap ETF

Where it sits Allocation ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of 60/40 Balanced Allocation Tracks the S&P SmallCap 600

Total return, 1 year +7.8% +17.5%

Its benchmark over the same days +13.4% (ACWI) +17.6% (SPSM)

Gap to its benchmark −5.6 pts vs ACWI −0.1 pts vs SPSM

Expense ratio 0.15% 0.06%

Already in the S&P 500 0.0% 0.0%

Holdings 7 642

Net assets, AOR as of Oct 28, 2026 and IJR as of Oct 27, 2026 $3.9bn $104.6bn

AOR and IJR 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%.

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% 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 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AOR or IJR?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IJR +17.5%.
Which is cheaper, AOR or IJR?: IJR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AOR and IJR overlap with the S&P 500?: By their latest filed holdings, 0% of AOR and 0% of IJR by weight is stocks the S&P 500 already holds.

Other comparisons

AOR vs VB AOR vs IWM AOR vs VTWO AOR vs IJT CGBL vs IJR IJR vs IYR IJR vs VIOO HYMB vs IJR

Where to next

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

Sources and dates

AOR and IJR filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

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.

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

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