Screener
AAAA vs AOR
Amplius Aggressive Asset Allocation ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 0.34% less per year.
- AOR is significantly larger than AAAA — larger funds tend to be more liquid and less likely to close.
- AAAA is classified as alternative, while AOR is mixed asset — different risk/return profiles.
- AAAA follows a tactical allocation strategy; AOR uses active selection.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AAAA | AOR | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $267M | $3.5B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.53% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | N/A | +19.8% |
| CAGR 3Y | N/A | +14.4% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | — | 8.47% |
| Max drawdown | -7.83% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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