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

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

Which is cheaper, AOR or LQD?

LQD is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AOR vs LQD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to LQD's −3.4%; 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 $30.6bn on Oct 27, 2026 for iShares iBoxx $ Investment Grade Corporate Bond ETF.

AOR on its own →LQD on its own →

At a glance

+7.8%

AOR total return, 1 year

−3.4%

LQD total return, 1 year

0.15%

AOR expense ratio

0.14%

LQD expense ratio

Pair scorecard

LQD costs 0.01 points a year less; their one-year returns differ by 11.2 points; LQD is 7.8 times larger.

AOR vs LQD: Differences, Returns & Fees
Measure	AOR	LQD
Return
Measure	AOR	LQD
Total return, 1 year	+7.8%	−3.4%
Drawdown
Measure	AOR	LQD
Below its high		6.3%, high on Sep 22, 2021
Benchmark
Measure	AOR	LQD
What it tracks	60/40 Balanced Allocation	Markit iBoxx USD Liquid Investment Grade Index
Cost and size
Measure	AOR	LQD
Expense ratio	0.15%	0.14%
Net assets, as of Oct 27, 2026	$3.9bn	$30.6bn
Holdings
Measure	AOR	LQD
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 LQD 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 LQD

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 LQD

ANHEUSER-BUSCH COMPANIES LLC 0.20%

CVS HEALTH CORP 0.17%

SPACE EXPLORATION TECHNOLOGIES COR 144A 0.16%

T-MOBILE USA INC 0.16%

AMAZON.COM INC 0.14%

BOEING CO 0.14%

CITIGROUP INC 0.14%

GOLDMAN SACHS GROUP INC 0.14%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF LQD iShares iBoxx $ Investment Grade Corporate 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 US investment grade bonds

Total return, 1 year +7.8% −3.4%

Its benchmark over the same days +13.4% (ACWI) −1.2% (IUSB)

Gap to its benchmark −5.6 pts vs ACWI −2.2 pts vs IUSB

Expense ratio 0.15% 0.14%

Holdings 7 3191

Net assets, AOR as of Oct 28, 2026 and LQD as of Oct 27, 2026 $3.9bn $30.6bn

AOR and LQD 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%.

LQD

LQD tracks an index of US investment grade bonds. Over the year to Oct 28, 2026 it returned −3.4% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.14% a year. It sat 6.3% below its high of Sep 22, 2021 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AOR or LQD?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and LQD −3.4%.
Which is cheaper, AOR or LQD?: LQD is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

AOR vs IGIB AOR vs VCIT AOR vs TIP AOR vs BOXX CGBL vs LQD IYR vs LQD HYMB vs LQD FXI vs LQD

Where to next

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

Sources and dates

AOR and LQD filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

LQD prospectus with the expense ratio (SEC) ↗

iShares page for LQD ↗

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

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