iShares Core 60/40 Balanced Allocation ETF (AOR)
| Assets | $2.54B |
| Expense Ratio | 0.15% |
| PE Ratio | n/a |
| Shares Out | 41.40M |
| Dividend (ttm) | $1.60 |
| Dividend Yield | 2.61% |
| Ex-Dividend Date | Jul 2, 2025 |
| Payout Frequency | Quarterly |
| Payout Ratio | n/a |
| Volume | 134,182 |
| Open | 61.07 |
| Previous Close | 61.41 |
| Day's Range | 61.06 - 61.21 |
| 52-Week Low | 52.97 |
| 52-Week High | 61.61 |
| Beta | 0.64 |
| Holdings | 9 |
| Inception Date | Nov 4, 2008 |
About AOR
Fund Home PageThe iShares Core 60/40 Balanced Allocation ETF (AOR) is an exchange-traded fund that is based on the S&P Target Risk Balanced index. The fund tracks a proprietary index that provides exposure to equity securities, while also investing in fixed income, striking a balance between capital preservation, appreciation, and income. AOR was launched on Nov 4, 2008 and is issued by BlackRock.
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jul 2, 2025 | $0.46951 | Jul 8, 2025 |
| Apr 2, 2025 | $0.24757 | Apr 7, 2025 |
| Dec 20, 2024 | $0.60828 | Dec 26, 2024 |
| Oct 2, 2024 | $0.2699 | Oct 7, 2024 |
| Jul 2, 2024 | $0.42385 | Jul 8, 2024 |
| Apr 2, 2024 | $0.22061 | Apr 8, 2024 |
Performance
AOR had a total return of 10.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.32%.
News
Enough With 60/40, Consider 100% Dividend Strategy For Retirement
The 60/40 portfolio, with 60% in equities and 40% in bonds, has long been the gold standard in the investment game. Yet, it has failed to deliver on its promise. In my view, a durable income strategy ...
AOR: Passive Fund For Investors With Moderate Risk Tolerance
iShares Core Growth Allocation ETF offers a diversified, balanced portfolio with a 60% equity and 40% fixed income allocation, ideal for moderate risk tolerance. AOR's historical performance shows low...
AOR: A Balanced Portfolio But Not Growth Oriented
iShares Core Growth Allocation ETF has a balanced portfolio of fixed income and equity funds. AOR has yet to reach its price peak from late 2021, while the S&P 500 index has already surpassed its peak...
AOR: Not The Most Capital-Efficient 60/40 ETF
iShares Core Growth Allocation ETF has a 60/40 allocation in global equities and bonds through ETFs. Exposure to foreign securities implies some currency risk, which has been detrimental since the fun...
AOR: 60/40 Looks Appealing Again
The iShares Core Growth Allocation ETF is a good option for investors looking for a straightforward way to build a diversified portfolio centered on growth. AOR utilizes iShares ETFs to create a 60/40...
AOR: Fed Is Still Hawkish
iShares Core Growth Allocation ETF ultimately has a lot of exposure to correlated monetary policies in the West that are all leaning hawkish. U.S. market returns have been driven almost exclusively by...
AOR: Global 60/40 Attractive On Valuation And Yield With One Key Technical Price Level
The U.S. 60/40 endured its 2nd-worst annual real loss since 1950 last year. Today, valuations are better across the global equity and fixed-income landscape, and I see AOR as a buy.
AOR: After A Rough 2022 For 60/40 And This ETF, Outlook Is No Better
AOR is an ETF that could easily be known by a more recognizable name. It is essentially iShares' 60/40 portfolio ETF. AOR typically holds a mix of 60% in stocks and 40% in bonds.
AOR Fails To Add Value To Its Parts
AOR is a very dead-basic US bond and stock allocation for investors. We think that there is something to be said for going long the US stock market given our macroeconomic view.
AOR: The Viability Of The 60/40 Portfolio In Today's Environment
The iShares Core Growth Allocation ETF (AOR) is an exchange traded fund that provides an investor with the return profile of the classic 60/40 portfolio allocation. AOR is down more than -16% in 2022,...
AOR: Lower Volatility, Softer Returns
The classic 60/40 portfolio has received a great deal of criticism, and for a good reason. Bonds-heavy portfolios generally have lower volatility and less deep drawdowns, but they lag IVV anyway, deli...
AOR: Fairly Valued But Not A Great Diversified Amidst Global Inflationary Pressures
AOR invests in both stocks and bonds. AOR is structured as a kind of "fund of funds".
AOR: Keep It Simple With This 60/40 Multi-Asset Allocation ETF
AOR invests across stock and bond ETFs with a strategy intended to represent a diversified core portfolio holding.
IShares Core Growth Allocation ETF: Capital Preservation First
With just one share in AOR, an investor gains exposure to 20,713 different assets, including equity, fixed income, money market, and derivatives. AOR's benchmark includes both fixed-income and equity ...
AOR: iShares Provides Investors With A Fixed 60/40 Global Equity/Fixed Income ETF
iShares offers four different Allocation ETFs. AOR is the second most aggressive and uses a common 60/40 Equity-to-Bond mix. AOR combines seven other iShares ETFs to comprise its worldwide allocation ...