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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IYR +3.4%.

Which is cheaper, AOR or IYR?

AOR is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of AOR and 80% of IYR by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AOR vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to IYR's +3.4%; 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 $3.9bn for iShares U.S. Real Estate ETF.

AOR on its own →IYR on its own →

At a glance

+7.8%

AOR total return, 1 year

+3.4%

IYR total return, 1 year

0.15%

AOR expense ratio

0.37%

IYR expense ratio

Pair scorecard

AOR costs 0.22 points a year less; their one-year returns differ by 4.4 points.

AOR vs IYR: Differences, Returns & Fees
Measure	AOR	IYR
Return
Measure	AOR	IYR
Total return, 1 year	+7.8%	+3.4%
Drawdown
Measure	AOR	IYR
Below its high		8.6%, high on Jul 28, 2026
Benchmark
Measure	AOR	IYR
What it tracks	60/40 Balanced Allocation	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	AOR	IYR
Expense ratio	0.15%	0.37%
Net assets	$3.9bn	$3.9bn
Holdings
Measure	AOR	IYR
Holdings in common	0%
Top ten holdings, share of the fund	99.9%	52.5%

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

What they share

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

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 IYR

WELLTOWER 9.85%

PROLOGIS REIT 8.77%

AMERICAN TOWER REIT 4.96%

SIMON PROPERTY GROUP REIT INC 4.71%

EQUINIX REIT 4.57%

DIGITAL REALTY TRUST REIT 4.54%

REALTY INCOME REIT 4.19%

PUBLIC STORAGE REIT 4.10%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF IYR iShares U.S. Real Estate ETF

Where it sits Allocation ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of 60/40 Balanced Allocation Tracks an index of U.S. Real Estate

Total return, 1 year +7.8% +3.4%

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% 0.37%

Already in the S&P 500 0.0% 80.0%

Holdings 7 59

Net assets $3.9bn $3.9bn

AOR and IYR 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%.

IYR

IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AOR or IYR?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and IYR +3.4%.
Which is cheaper, AOR or IYR?: AOR is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AOR and IYR overlap with the S&P 500?: By their latest filed holdings, 0% of AOR and 80% of IYR by weight is stocks the S&P 500 already holds.

Other comparisons

AOR vs SCHH AOR vs VNQ AOR vs XLRE AOR vs KRE CGBL vs IYR DFGR vs IYR IYR vs SIVR IYR vs KRE

Where to next

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

Sources and dates

AOR and IYR filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

IYR prospectus with the expense ratio (SEC) ↗

iShares page for IYR ↗

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

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