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Data as of Oct 28, 2026.

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AOR vs IWB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to IWB's +13.1%; 0% of their weight is in the same names.

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Net assets on Oct 28, 2026: $3.9bn for iShares Core 60/40 Balanced Allocation ETF and $49.1bn for iShares Russell 1000 ETF.

AOR on its own →IWB on its own →
At a glance
+7.8%
AOR total return, 1 year
+13.1%
IWB total return, 1 year
0.15%
AOR expense ratio
0.15%
IWB expense ratio

Pair scorecard

Both cost 0.15% a year; their one-year returns differ by 5.3 points; IWB is 12.6 times larger.

Points (pts) are percentage points.

AOR vs IWB: Differences, Returns & Fees
MeasureAORIWB
Return
Total return, 1 year+7.8%+13.1%
Benchmark
What it tracks60/40 Balanced AllocationRussell 1000 Index
Cost and size
Expense ratio0.15%0.15%
Net assets$3.9bn$49.1bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund99.9%35.3%

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

What they share

0%

By the books each fund has filed, AOR and IWB hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AOR IWB
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 IWB
NVIDIA 7.15%
APPLE 7.06%
MICROSOFT 5.56%
AMAZON.COM INC 3.46%
ALPHABET CLASS A 2.63%
BROADCOM INC 2.24%
ALPHABET CLASS C 2.12%
META PLATFORMS CLASS A 1.92%
Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF IWB iShares Russell 1000 ETF
Where it sits Allocation ETF Stock ETF
Issuer iShares iShares
What it is Tracks an index of 60/40 Balanced Allocation Tracks the Russell 1000
Total return, 1 year +7.8% +13.1%
Its benchmark over the same days +13.4% (ACWI) +13.2% (VONE)
Gap to its benchmark −5.6 pts vs ACWI −0.1 pts vs VONE
Expense ratio 0.15% 0.15%
Already in the S&P 500 0.0% 91.7%
Holdings 7 1025
Net assets $3.9bn $49.1bn

AOR and IWB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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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%.

IWB

IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% for its benchmark, the Russell 1000 Index. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.

Questions people ask

Which returned more over the last year, AOR or IWB?
In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IWB +13.1%.
Which is cheaper, AOR or IWB?
Neither: AOR and IWB both charge 0.15% a year. Fees come from each fund's prospectus.
How much do AOR and IWB overlap with the S&P 500?
By their latest filed holdings, 0% of AOR and 92% of IWB by weight is stocks the S&P 500 already holds.
Other comparisons
AOR vs QUALAOR vs DIAAOR vs SCHBAOR vs DYNFCGBL vs IWBIWB vs IYRHYMB vs IWBIWB vs MSLC
Where to next
AOR on its own →IWB on its own →Hold both: look the portfolio through →Rankings →AOR dividend history →AOR holdings →IWB dividend history →IWB holdings →Standards and sources →
Sources and dates
AOR and IWB filings on SEC EDGAR ↗
AOR prospectus with the expense ratio (SEC) ↗
iShares page for AOR ↗
IWB prospectus with the expense ratio (SEC) ↗
iShares page for IWB ↗

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

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