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

In the year to Sep 13, 2026, with distributions reinvested, AOR returned +11.3% and LQD returned −2.7%, so AOR returned more. One year is one year; the longer windows are in the table.

Which is cheaper, AOR or LQD?

AOR charges 0.15% a year and LQD charges 0.14%, so LQD is cheaper. Fees come from each fund's prospectus.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AOR vs LQD: how they differ

AOR and LQD hold 0% of their weight in the same names, and AOR returned more over the year.

iShares Core 60/40 Balanced Allocation ETF and iShares iBoxx $ Investment Grade Corporate Bond ETF.

What they hold in common

By the books each fund has filed, AOR and LQD hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in AOR	Only in LQD
iShares Core S&P 500 ETF 35.07%	BLK CSH FND TREASURY SL AGENCY 0.88%
iShares Core Universal USD Bond ETF 32.09%	ANHEUSER-BUSCH COMPANIES LLC 0.12%
iShares Core MSCI International Develope 17.02%	DEUTSCHE TELEKOM INTERNATIONAL FIN 0.11%
iShares Core MSCI Emerging Markets ETF 7.29%	CHARTER COMMUNICATIONS OPERATING L 144A 0.10%
iShares Core International Aggregate Bon 5.57%	JPMORGAN CHASE & CO MTN 0.09%
iShares Core S&P Mid-Cap ETF 1.99%	BRITISH TELECOMMUNICATIONS PLC 0.08%
iShares Core S&P Small-Cap ETF 0.96%	MORGAN STANLEY (FXD-FRN) MTN 0.08%
	CITIGROUP INC (FX-FRN) 0.07%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 10, 2026.

AOR and LQD on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	AOR iShares Core 60/40 Balanced Allocation ETF	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	Core 60/40 Balanced Allocation	US investment grade bonds
Total return, 1 year	+11.3%	−2.7%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−6.2 pts	−20.2 pts
Expense ratio	0.15%	0.14%
Holdings	7	3149

AOR in plain words

AOR is an index equity fund tracking the Core 60/40 Balanced Allocation. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 7 positions, with the top ten at 100.0%.

LQD in plain words

LQD is a bond fund tracking the US investment grade bonds. Over the year to Sep 11, 2026 it returned −2.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.14% a year. It sat 6.4% below its high of Sep 22, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AOR or LQD?: In the year to Sep 13, 2026, with distributions reinvested, AOR returned +11.3% and LQD returned −2.7%, so AOR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AOR or LQD?: AOR charges 0.15% a year and LQD charges 0.14%, so LQD is cheaper. Fees come from each fund's prospectus.

Other comparisons

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AOR against LQD, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AOR against LQD, data as of Sep 13, 2026. https://etfiq.com/compare/any/aor-vs-lqd Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources