Compare · 2 funds side by side · dividends reinvested

AOR and SPY

AORiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

AOR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

iShares Core 60/40 Balanced Allocation ETFUnsorted0.20%2.64%+7.7%+8.7%+15.9%+6.5%−6.6%9.3%$3.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AOR 2008 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 60/40 Balanced Allocation ETF · $3.9B$13,725

AOR

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 33.8% in common

AORMeasureSPY

+7.7%Year to dateJan 1 → Nov 4+13.3%

+8.7%1 yearTotal return+13.4%

+15.9%3 years · per year$10,000 became $15,557 · $19,132+24.1%

+6.5%5 years · per year$10,000 became $13,725 · $18,060+12.6%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

2.64%Trailing 12-mo yield$264 · $99 a year on $10k0.99%

−6.6%Worst dropSmaller is better−8.9%

9.3%VolatilityLower is calmer12.9%

AORSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AOR vs SPY: Top 5 Holdings

Today

AOR

9.3%in top 5

SPY

in top 527.3%

AORStockSPY

2.6%NVDA7.7%

2.5%AAPL7.4%

2.0%MSFT5.9%

1.3%AMZN3.8%

not top 5GOOGL2.5%

0.9%2330.TWnot top 5

Held in common33.8%

End-of-day Nov 4, 2026 · share of each fund

AOR vs SPY Returns, Every Period

iSharesAOR

+6.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

AORSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: AOR vs SPY

YTD

iSharesAOR

+7.7%

SPYSPDR

+13.3%

+7.7%Year to date+13.3%

−6.6%Worst drop · 1Y−8.9%

9.3%Volatility · 1Y12.9%

2.6%Yield1.0%

$3.9BAssets$805B

3–1AOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AOR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AOR0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AOR, SPY

2.64%highest, AOR

FundTrailing yieldYield$10k

AOR2.64%$264

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$244most kept, AOR

AOR$264 − $20 = $244

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AOR, SPY

Today

33.8%most shared, AOR and SPY

AORSPY

AOR—33.8%

SPY33.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

AORWorst drop−6.6%9.3% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AORSPY

+7.7%Year to date+13.3%

2.6%Yield1.0%

+8.7%Past year+13.4%

0.20%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026