iShares Core 60/40 Balanced Allocation ETF (AOR)

iShares Core 60/40 Balanced Allocation ETF (AOR)
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iShares Core 60/40 Balanced Allocation ETF (AOR)
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- View Questions on AOR

Q: Good morning,

Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.

Read Answer Asked by Gary on April 07, 2025

iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Global X Balanced Asset Allocation ETF (HBAL)
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iShares Core Balanced ETF Portfolio (XBAL)
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iShares Core 60/40 Balanced Allocation ETF (AOR)
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Q: In an effort to minimize currency exchange costs, I am using separate all-in-one etfs for my CAD and USD accounts. The xbal for the CAD and the AOR for the USD account. I would be interested to know your thoughts and whether this merits attention. The xbal and others similar have huge Canadian weight which I would be happy to avoid. On the USD side they seem to have this sorted. My biggest beef there is that it is very US heavy and frustratingly, not visible in the 5i database. Could you please advise on option of xbal and aor, and also please look into integration of the AOR and comparable series?
Thanks
Peter

Read Answer Asked by Peter on November 28, 2024