iShares Core 60/40 Balanced Allocation ETF
iShares·Tracks S&P Target Risk Growth Index·Inception Nov 4, 2008
Composite score
Based on a 0.15% expense ratio.
Based on $3.76B in net assets.
Top-10 holdings represent 99.9% of net assets.
Asset Allocation base · ETF wrapper · 2.56% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use AOR in our tools
Tool · Look-through
See what AOR actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare AOR's fee against another fund
Compounds the 0.15% expense ratio against a peer over decades.
Tool · Overlap
Compare AOR's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Asset Allocation funds.
Tool · TLH
Find a tax-loss harvesting partner for AOR
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | iShares Core S&P 500 ETF | 35.04% |
| 2 | iShares Core Universal USD Bond ETF | 32.06% |
| 3 | iShares Core MSCI International Developed Mkt ETF | 17.01% |
| 4 | iShares Core MSCI Emerging Markets ETF | 7.28% |
| 5 | iShares Core International Aggregate Bond ETF | 5.56% |
| 6 | iShares Core S&P Mid-Cap ETF | 1.99% |
| 7 | iShares Core S&P Small-Cap ETF | 0.96% |
Compare AOR with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.