Growth Passive

iShares Core 60/40 Balanced Allocation ETF

The iShares Core Growth Allocation ETF (the “Fund”) seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy.

$67.92

Key Metrics

TER 0.20% per year
Distribution policy Distributing
Fund size USD 3,642 M
Inception date November 4, 2008
Holdings 9
Fund currency USD
Fund domicile US
Provider iShares
For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

Compare similar ETFs

Fund Size
Dividend
Fees
Current
Core 60/40 Balanced Allocation ETF AOR
Fund Size
$3.72B
Dividend
2.7%
Fees
0.20%
Morningstar Growth Index Fund VIGIX
Fund Size
$380B
Dividend
0.4%
Fees
0.03%
Morningstar Growth Index Fund VIGAX
Fund Size
$380B
Dividend
0.4%
Fees
0.05%
Morningstar Growth Index Fund VUG
Fund Size
$380B
Dividend
0.4%
Fees
0.03%
Russell 1000 Growth ETF IWF
Fund Size
$130B
Dividend
0.4%
Fees
0.18%
View 117 similar ETFs →

Historical Return

Last updated: Nov 01, 2026
1 Year +4.7% +2.7% Div
3 Years (avg.) +12.0% +2.7% Div
5 Years (avg.) +3.6% +2.7% Div

Risk & Analysis Metrics

Last updated: Nov 01, 2026

Volatility

8.63% 1 Year
9.08% 3 Years
10.53% 5 Years
10.65% 10 Years

Max Drawdown

-6.64% 1 Year
-10.56% 3 Years
-23.37% 5 Years
-23.37% 10 Years

Sharpe Ratio

0.02 1 Year
0.76 3 Years
-0.03 5 Years
0.14 10 Years

Return Triangle (Heatmap)

Last updated: Nov 01, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -1.9% 3.0% 5.8% 5.6% 3.8% 4.1% 5.0% 3.2% 4.5% 4.9% 5.3% 3.2% 3.9% 4.2% 4.8%
2012 8.1% 9.9% 8.3% 5.3% 5.3% 6.2% 3.9% 5.4% 5.7% 6.1% 3.7% 4.4% 4.7% 5.3%
2013 11.8% 8.3% 4.4% 4.7% 5.8% 3.3% 5.0% 5.4% 5.9% 3.3% 4.0% 4.4% 5.1%
2014 5.0% 0.9% 2.4% 4.3% 1.7% 3.9% 4.5% 5.2% 2.4% 3.3% 3.7% 4.5%
2015 -3.0% 1.1% 4.1% 0.8% 3.7% 4.5% 5.2% 2.0% 3.1% 3.6% 4.5%
2016 5.5% 7.9% 2.2% 5.4% 6.0% 6.6% 2.8% 3.9% 4.4% 5.3%
2017 10.4% 0.5% 5.4% 6.2% 6.8% 2.3% 3.7% 4.3% 5.3%
2018 -8.4% 3.0% 4.8% 6.0% 0.8% 2.6% 3.4% 4.6%
2019 15.8% 12.1% 11.3% 3.2% 4.9% 5.5% 6.6%
2020 8.5% 9.0% -0.6% 2.4% 3.6% 5.2%
2021 9.6% -4.9% 0.4% 2.4% 4.5%
2022 -17.5% -3.9% 0.1% 3.3%
2023 12.0% 10.2% 11.4%
2024 8.5% 11.1%
2025 13.7%

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

Latest News

No news available for this ETF yet.

Countries

United States 65.6%
Other 10.2%
Japan 4.7%
United Kingdom 3.0%
Canada 2.8%
China 2.5%
France 1.9%
Germany 1.9%
Taiwan 1.9%
Switzerland 1.7%
South Korea 1.5%
Australia 1.5%
Netherlands 1.0%
Other 0.0%

No investments found

This ETF does not have any holdings data available yet.