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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IWM +14.1%.

Which is cheaper, AOR or IWM?

AOR is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

AOR vs IWM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to IWM's +14.1%; 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 $75.5bn on Oct 27, 2026 for iShares Russell 2000 ETF.

AOR on its own →IWM on its own →

At a glance

+7.8%

AOR total return, 1 year

+14.1%

IWM total return, 1 year

0.15%

AOR expense ratio

0.19%

IWM expense ratio

Pair scorecard

AOR costs 0.04 points a year less; their one-year returns differ by 6.3 points; IWM is 19.4 times larger.

AOR vs IWM: Differences, Returns & Fees
Measure	AOR	IWM
Return
Measure	AOR	IWM
Total return, 1 year	+7.8%	+14.1%
Drawdown
Measure	AOR	IWM
Below its high		7.6%, high on Aug 14, 2026
Benchmark
Measure	AOR	IWM
What it tracks	60/40 Balanced Allocation	Russell 2000 Index
Cost and size
Measure	AOR	IWM
Expense ratio	0.15%	0.19%
Net assets, as of Oct 27, 2026	$3.9bn	$75.5bn
Holdings
Measure	AOR	IWM
Holdings in common	0%
Top ten holdings, share of the fund	99.9%	3.3%

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

What they share

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

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 IWM

JFROG 0.37%

GLAUKOS 0.35%

TWIST BIOSCIENCE 0.35%

MOOG INC CLASS A 0.34%

BRIGHTSPRING HEALTH SERVICES INC 0.33%

UMB FINANCIAL 0.33%

SM ENERGY 0.32%

10X GENOMICS CLASS A 0.31%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF IWM iShares Russell 2000 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 2000

Total return, 1 year +7.8% +14.1%

Its benchmark over the same days +13.4% (ACWI) +14.3% (VTWO)

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

Expense ratio 0.15% 0.19%

Already in the S&P 500 0.0% 0.0%

Holdings 7 1977

Net assets, AOR as of Oct 28, 2026 and IWM as of Oct 27, 2026 $3.9bn $75.5bn

AOR and IWM 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%.

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% 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 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AOR or IWM?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IWM +14.1%.
Which is cheaper, AOR or IWM?: AOR is cheaper, by 0.04 percentage points a year. That is about $4 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AOR and IWM overlap with the S&P 500?: By their latest filed holdings, 0% of AOR and 0% of IWM by weight is stocks the S&P 500 already holds.

Other comparisons

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

Where to next

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

Sources and dates

AOR and IWM filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

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

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