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AAAA vs AOK

Amplius Aggressive Asset Allocation ETF vs iShares Core 30/70 Conservative Allocation ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Amplius

Annual cost

0.49%

Fund size

$267M

AOK

iShares Core 30/70 Conservative Allocation ETF

iShares

Annual cost

0.15%

Fund size

$756M

Key differences

  • AOK costs 0.34% less per year.
  • AAAA is classified as alternative, while AOK is mixed asset — different risk/return profiles.
  • AAAA follows a tactical allocation strategy; AOK uses active selection.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAAAAOK
Annual cost (TER)0.49%0.15%
Fund size (AUM)$267M$756M
Since20252008
Dividend yield3.32%
Asset classalternativemixed asset
Regionnorth america
Strategytactical allocationactive selection
CAGR 1YN/A+12.7%
CAGR 3YN/A+9.2%
CAGR 5YN/A+3.8%
Sharpe 3YN/A0.86
Volatility 1Y5.78%
Max drawdown-7.83%-18.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AAAA and AOK