Data as of Oct 28, 2026.
AOR vs IJS: Differences, Returns & Fees
Over the year to Oct 28, 2026, AOR returned +7.8% to IJS's +19.3%; 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 $7.7bn on Oct 27, 2026 for iShares S&P Small-Cap 600 Value ETF.
Pair scorecard
AOR costs 0.03 points a year less; their one-year returns differ by 11.5 points; IJS is 2.0 times larger.
| Measure | AOR | IJS |
|---|---|---|
| Return | ||
| Total return, 1 year | +7.8% | +19.3% |
| Drawdown | ||
| Below its high | 5.7%, high on Aug 14, 2026 | |
| Benchmark | ||
| What it tracks | 60/40 Balanced Allocation | S&P SmallCap 600 Value Index |
| Cost and size | ||
| Expense ratio | 0.15% | 0.18% |
| Net assets, as of Oct 27, 2026 | $3.9bn | $7.7bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 99.9% | 8.8% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Nov 21, 2008 to Oct 23, 2026 · 935 weekly returnsEach against its own benchmark: AOR against ACWI, Nov 21, 2008 to Oct 23, 2026; IJS against SLYV, Oct 13, 2000 to Oct 23, 2026.
IJS returned more: +782.6% to +374.6%. AOR swung less: 12.6% to 23.0%. AOR fell less at its worst: −24.1% to −46.2%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | AOR | IJS | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +374.6% | +782.6% | IJS | Price change plus distributions, reinvested. |
| Annualized | +9.0% | +12.9% | IJS | Total return as a yearly rate. |
| Price return | +209.7% | +565.0% | IJS | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 12.6% | 23.0% | AOR | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 7.9% | 15.4% | AOR | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −24.1% | −46.2% | AOR | Deepest fall from a high to the low after it. |
| Upside capture | 53.1% | 98.3% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 70.7% | 100.4% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.64 | 0.99 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.77 | 0.95 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.63 | 0.58 | AOR (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.01 | 0.87 | AOR | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.124 | 0.102 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.38 | 0.28 | AOR | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | ACWI | SLYV | The ETF each fund is measured against. | |
| Alpha | +0.5% a year | −0.6% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.36 | −0.58 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −2.3% to +3.3% | −2.5% to +1.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | −0.42 | −0.14 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 8.6% | 5.1% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 935 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, AOR and IJS hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
AOR and IJS on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
AOR and IJS do different jobs. What does each one do in a portfolio?
- What each follows. AOR follows 60/40 Balanced Allocation and IJS follows S&P SmallCap 600 Value Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 AOR returned +7.8% and IJS +19.3% with distributions reinvested, a gap of 11.5 points.
Data as of Oct 28, 2026.
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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%.
IJS
IJS tracks the S&P Small-Cap 600 Value. Over the year to Oct 28, 2026 it returned +19.3% with distributions reinvested, against +19.2% for its benchmark, the S&P SmallCap 600 Value Index. The prospectus expense ratio is 0.18% 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 477 positions, with the top ten at 8.8%. It sat 5.7% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, AOR or IJS?
- In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IJS +19.3%.
- Which is cheaper, AOR or IJS?
- AOR is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
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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 IJS, data as of Oct 28, 2026. https://etfiq.com/compare/any/aor-vs-ijs
ETFIQ. (Oct 28, 2026). AOR against IJS. Retrieved from https://etfiq.com/compare/any/aor-vs-ijs
[AOR against IJS (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/aor-vs-ijs)
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