Screener
AOA vs AGG
iShares Core 80/20 Aggressive Allocation ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
AOA is a mixed asset ETF, while AGG is a fixed income ETF. AOA charges 0.15% a year and AGG 0.03%.
- AOA is a mixed asset fund, while AGG is a fixed income fund. They carry different risk/return profiles.
- AGG costs 0.12% less per year.
- AGG is much larger than AOA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOA has delivered higher annualized returns.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | AGG | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.03% |
| Fund size (AUM) | $3.2B | $136.5B |
| Since | 2008 | 2003 |
| Dividend yield | 2.05% | 3.96% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.9% | +4.9% |
| CAGR 3Y | +17.2% | +4.2% |
| CAGR 5Y | +8.9% | +0.2% |
| Sharpe 3Y | 1.11 | 0.13 |
| Volatility 1Y | 11.15% | 3.82% |
| Max drawdown | -28.38% | -18.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.