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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and SHV +3.6%.

Which is cheaper, AOR or SHV?

Neither: AOR and SHV both charge 0.15% a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AOR vs SHV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to SHV's +3.6%; 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 $21.7bn on Oct 27, 2026 for iShares 0-1 Year Treasury Bond ETF.

AOR on its own →SHV on its own →

At a glance

+7.8%

AOR total return, 1 year

+3.6%

SHV total return, 1 year

0.15%

AOR expense ratio

0.15%

SHV expense ratio

Pair scorecard

Both cost 0.15% a year; their one-year returns differ by 4.2 points; SHV is 5.6 times larger.

Points (pts) are percentage points.

AOR vs SHV: Differences, Returns & Fees
Measure	AOR	SHV
Return
Measure	AOR	SHV
Total return, 1 year	+7.8%	+3.6%
Benchmark
Measure	AOR	SHV
What it tracks	60/40 Balanced Allocation	ICE Short US Treasury Securities Index
Cost and size
Measure	AOR	SHV
Expense ratio	0.15%	0.15%
Net assets, as of Oct 27, 2026	$3.9bn	$21.7bn
Holdings
Measure	AOR	SHV
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 SHV 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 SHV

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 SHV

TREASURY BILL 4.98%

TREASURY BILL 4.17%

TREASURY BILL 3.90%

TREASURY BILL 3.72%

TREASURY BILL 3.58%

TREASURY BILL 3.48%

TREASURY BILL 3.35%

TREASURY BILL 3.31%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF SHV iShares 0-1 Year Treasury 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 0-1 Year Treasury Bond

Total return, 1 year +7.8% +3.6%

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% 0.15%

Holdings 7 66

Net assets, AOR as of Oct 28, 2026 and SHV as of Oct 27, 2026 $3.9bn $21.7bn

AOR and SHV 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%.

SHV

SHV tracks an index of 0-1 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +3.6% with distributions reinvested.

Questions people ask

Which returned more over the last year, AOR or SHV?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and SHV +3.6%.
Which is cheaper, AOR or SHV?: Neither: AOR and SHV both charge 0.15% a year. Fees come from each fund's prospectus.

Other comparisons

AOR vs SGOV AOR vs MINT AOR vs BOXX AOR vs VBIL CGBL vs SHV IYR vs SHV BILS vs SHV IBDS vs SHV

Where to next

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

Sources and dates

AOR and SHV filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

SHV prospectus with the expense ratio (SEC) ↗

iShares page for SHV ↗

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

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