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iShares Core 60/40 Balanced Allocation ETF (AOR) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with AOR. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AOR

AOR charges 0.15% annually. There is 1 ETF in the Diversified Portfolio category with a lower expense ratio, going as low as 0.10%.


Best Risk-Adjusted Alternatives to AOR

AOR has a PortfoliosLab risk / return rank of 64. There are 24 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 87.


Top Performing AOR Alternatives (YTD)

AOR is at 6.69% YTD. There are 37 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 35.57%.


Lowest Volatility Alternatives to AOR

AOR has 8.99% 1-year volatility. There are 27 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.


Lowest Drawdown Alternatives to AOR

AOR has a 1-year max drawdown of -6.64%. There are 30 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.48%.


Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $894B.


Often Compared With AOR

Investors most often compare AOR with AOM, VOO, FFNOX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
iShares Core Moderate Allocation ETFDiversified Portfolio
59
4.08%
1.78BNov 2008AOR vs AOM
Vanguard S&P 500 ETFS&P 500
66
10.45%
1.70TSep 2010AOR vs VOO
Fidelity Multi-Asset Index FundDiversified Portfolio
62
11.06%
Jun 1999AOR vs FFNOX
State Street SPDR S&P 500 ETFS&P 500
66
10.45%
783.21BJan 1993AOR vs SPY
Schwab U.S. Dividend Equity ETFDividend
86
20.66%
98.55BOct 2011AOR vs SCHD
SPDR SSgA Global Allocation ETFDiversified Portfolio
67
7.58%
303.92MApr 2012AOR vs GAL
American Funds American Balanced FundDiversified Portfolio
79
9.39%
Mar 2001AOR vs BALFX
iShares ESG Aware Growth Allocation ETFDiversified Portfolio
65
6.89%
32.94MJun 2020AOR vs EAOR
Invesco QQQ ETFNasdaq-100
58
16.13%
481.14BMar 1999AOR vs QQQ
Sprott Uranium Miners ETFUranium
15
-8.53%
1.91BDec 2019AOR vs URNM
Fidelity Asset Manager 60% FundDiversified Portfolio
73
10.08%
Oct 2007AOR vs FSANX
Vanguard Global Wellesley Income Fund Admiral Shar...Diversified Portfolio
70
5.09%
Nov 2017AOR vs VGYAX
Vanguard U.S. Quality Factor ETFMid Cap Blend Equities
53
12.19%
462.90MFeb 2018AOR vs VFQY
JPMorgan Ultra-Short Income ETFUltrashort Bond
99
1.75%
39.85BMay 2017AOR vs JPST
Capital Group Core Balanced ETFAllocation--50% to 70% Equity, Diversified Portfolio
47
6.55%
7.08BSep 2023AOR vs CGBL
First Trust Multi-Asset Diversified Income Index F...Diversified Portfolio
72
10.47%
424.55MAug 2012AOR vs MDIV
Fairlead Tactical Sector FundTactical Allocation
54
6.87%
274.27MMar 2022AOR vs TACK
Fidelity Asset Manager 20% FundDiversified Portfolio
78
4.13%
Oct 1992AOR vs FASIX
BlackRock 60/40 Target Allocation Fund Class IDiversified Portfolio
70
9.57%
Dec 2006AOR vs BIGPX
Fidelity Balanced FundDiversified Portfolio
83
10.24%
Nov 1986AOR vs FBALX

Compare AOR with Any Fund or Stock

Compare AOR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair AOR with funds that move differently

iShares Core 60/40 Balanced Allocation ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AOR.

Explore AOR Diversifiers