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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IJT +15.4%.

Which is cheaper, AOR or IJT?

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.

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

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

Data as of Oct 28, 2026.

Across categories

AOR vs IJT: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to IJT's +15.4%; 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 $7.5bn on Oct 27, 2026 for iShares S&P Small-Cap 600 Growth ETF.

AOR on its own →IJT on its own →

At a glance

+7.8%

AOR total return, 1 year

+15.4%

IJT total return, 1 year

0.15%

AOR expense ratio

0.18%

IJT expense ratio

Pair scorecard

AOR costs 0.03 points a year less; their one-year returns differ by 7.6 points; IJT is 1.9 times larger.

AOR vs IJT: Differences, Returns & Fees
Measure	AOR	IJT
Return
Measure	AOR	IJT
Total return, 1 year	+7.8%	+15.4%
Drawdown
Measure	AOR	IJT
Below its high		8.2%, high on Aug 4, 2026
Benchmark
Measure	AOR	IJT
What it tracks	60/40 Balanced Allocation	S&P SmallCap 600 Growth Index
Cost and size
Measure	AOR	IJT
Expense ratio	0.15%	0.18%
Net assets, as of Oct 27, 2026	$3.9bn	$7.5bn
Holdings
Measure	AOR	IJT
Holdings in common	0%
Top ten holdings, share of the fund	99.9%	9.6%

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

What they share

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

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 IJT

VIASAT INC 1.18%

PROTAGONIST THERAPEUTICS 1.11%

RYMAN HOSPITALITY PROPERTIES REIT 1.10%

TG THERAPEUTICS 0.97%

ETSY 0.91%

ALKERMES 0.90%

GLAUKOS 0.90%

ZURN ELKAY WATER SOLUTIONS CORP 0.88%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF IJT iShares S&P Small-Cap 600 Growth 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 Small-Cap 600 Growth

Total return, 1 year +7.8% +15.4%

Its benchmark over the same days +13.4% (ACWI) +15.6% (SLYG)

Gap to its benchmark −5.6 pts vs ACWI −0.2 pts vs SLYG

Expense ratio 0.15% 0.18%

Already in the S&P 500 0.0% 0.0%

Holdings 7 369

Net assets, AOR as of Oct 28, 2026 and IJT as of Oct 27, 2026 $3.9bn $7.5bn

AOR and IJT 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%.

IJT

IJT tracks the S&P Small-Cap 600 Growth. Over the year to Oct 28, 2026 it returned +15.4% with distributions reinvested, against +15.6% for its benchmark, the S&P SmallCap 600 Growth 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 369 positions, with the top ten at 9.6%. It sat 8.2% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AOR or IJT?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IJT +15.4%.
Which is cheaper, AOR or IJT?: 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.
How much do AOR and IJT overlap with the S&P 500?: By their latest filed holdings, 0% of AOR and 0% of IJT by weight is stocks the S&P 500 already holds.

Other comparisons

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

Where to next

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

Sources and dates

AOR and IJT filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

IJT prospectus with the expense ratio (SEC) ↗

iShares page for IJT ↗

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 IJT, data as of Oct 28, 2026. https://etfiq.com/compare/any/aor-vs-ijt

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