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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IUSB −1.2%.

Which is cheaper, AOR or IUSB?

IUSB 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.

Data as of Oct 28, 2026.

Across categories

AOR vs IUSB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to IUSB's −1.2%; 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 $49.8bn on Oct 27, 2026 for iShares Core Universal USD Bond ETF.

AOR on its own →IUSB on its own →

At a glance

+7.8%

AOR total return, 1 year

−1.2%

IUSB total return, 1 year

0.15%

AOR expense ratio

0.06%

IUSB expense ratio

Pair scorecard

IUSB costs 0.09 points a year less; their one-year returns differ by 9.0 points; IUSB is 12.8 times larger.

AOR vs IUSB: Differences, Returns & Fees
Measure	AOR	IUSB
Return
Measure	AOR	IUSB
Total return, 1 year	+7.8%	−1.2%
Benchmark
Measure	AOR	IUSB
What it tracks	60/40 Balanced Allocation	Bloomberg U.S. Universal Index
Cost and size
Measure	AOR	IUSB
Expense ratio	0.15%	0.06%
Net assets, as of Oct 27, 2026	$3.9bn	$49.8bn
Holdings
Measure	AOR	IUSB
Holdings in common	0%
In the S&P 500, by weight	0%
Top ten holdings, share of the fund	99.9%

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

What they share

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

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 IUSB

BLK Liquidity Temp Cash Inst #21 4.75%

TREASURY NOTE 0.49%

TREASURY NOTE 0.42%

TREASURY NOTE 0.41%

TREASURY NOTE 0.38%

TREASURY NOTE 0.37%

TREASURY NOTE (2OLD) 0.36%

UMBS 15YR TBA(REG B) 0.35%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF IUSB iShares Core Universal USD Bond ETF

Where it sits Allocation ETF Bond ETF

Issuer iShares iShares

What it is Tracks an index of 60/40 Balanced Allocation Tracks an index of Universal USD Bond

Total return, 1 year +7.8% −1.2%

Its benchmark over the same days +13.4% (ACWI) not measured

Gap to its benchmark −5.6 pts vs ACWI not measured

Expense ratio 0.15% 0.06%

Holdings 7 18338

Net assets, AOR as of Oct 28, 2026 and IUSB as of Oct 27, 2026 $3.9bn $49.8bn

AOR and IUSB 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%.

IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

Questions people ask

Which returned more over the last year, AOR or IUSB?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IUSB −1.2%.
Which is cheaper, AOR or IUSB?: IUSB 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.

Other comparisons

AOR vs BOND AOR vs BIL AOR vs MBB AOR vs JAAA CGBL vs IUSB IUSB vs IYR HYMB vs IUSB FXI vs IUSB

Where to next

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

Sources and dates

AOR and IUSB filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

IUSB prospectus with the expense ratio (SEC) ↗

iShares page for IUSB ↗

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

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