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

In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and SHY +1.6%.

Which is cheaper, AOR or SHY?

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

Data as of Oct 28, 2026.

Across categories

AOR vs SHY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AOR returned +7.8% to SHY's +1.6%; 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 $27.4bn on Oct 27, 2026 for iShares 1-3 Year Treasury Bond ETF.

AOR on its own →SHY on its own →

At a glance

+7.8%

AOR total return, 1 year

+1.6%

SHY total return, 1 year

0.15%

AOR expense ratio

0.15%

SHY expense ratio

Pair scorecard

Both cost 0.15% a year; their one-year returns differ by 6.2 points; SHY is 7.0 times larger.

Points (pts) are percentage points.

AOR vs SHY: Differences, Returns & Fees
Measure	AOR	SHY
Return
Measure	AOR	SHY
Total return, 1 year	+7.8%	+1.6%
Benchmark
Measure	AOR	SHY
What it tracks	60/40 Balanced Allocation	ICE U.S. Treasury 1-3 Year Bond Index
Cost and size
Measure	AOR	SHY
Expense ratio	0.15%	0.15%
Net assets, as of Oct 27, 2026	$3.9bn	$27.4bn
Holdings
Measure	AOR	SHY
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 SHY 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 SHY

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 SHY

TREASURY NOTE 2.11%

TREASURY NOTE 1.99%

TREASURY NOTE 1.83%

TREASURY NOTE 1.73%

TREASURY NOTE 1.62%

TREASURY NOTE 1.54%

TREASURY NOTE 1.51%

TREASURY NOTE 1.49%

Check overlap with more funds →

Side by side

AOR iShares Core 60/40 Balanced Allocation ETF SHY iShares 1-3 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 1-3 Year Treasury Bond

Total return, 1 year +7.8% +1.6%

Its benchmark over the same days +13.4% (ACWI) +1.7% (BBSB)

Gap to its benchmark −5.6 pts vs ACWI −0.1 pts vs BBSB

Expense ratio 0.15% 0.15%

Holdings 7 90

Net assets, AOR as of Oct 28, 2026 and SHY as of Oct 27, 2026 $3.9bn $27.4bn

AOR and SHY 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%.

SHY

SHY tracks an index of 1-3 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +1.6% with distributions reinvested, against +1.7% for its benchmark, the ICE U.S. Treasury 1-3 Year Bond Index.

Questions people ask

Which returned more over the last year, AOR or SHY?: In the year to Oct 28, 2026, with distributions reinvested, AOR returned +7.8% and SHY +1.6%.
Which is cheaper, AOR or SHY?: Neither: AOR and SHY both charge 0.15% a year. Fees come from each fund's prospectus.

Other comparisons

AOR vs VGSH AOR vs IEI AOR vs LQD AOR vs IGSB CGBL vs SHY IYR vs SHY HYMB vs SHY FXI vs SHY

Where to next

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

Sources and dates

AOR and SHY filings on SEC EDGAR ↗

AOR prospectus with the expense ratio (SEC) ↗

iShares page for AOR ↗

SHY prospectus with the expense ratio (SEC) ↗

iShares page for SHY ↗

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

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