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AOA vs BRHY

iShares Core 80/20 Aggressive Allocation ETF vs iShares High Yield Active ETF

AOA

iShares Core 80/20 Aggressive Allocation ETF

Annual cost

0.15%

Fund size

$3.2B

BRHY

iShares High Yield Active ETF

Annual cost

0.45%

Fund size

$107M

Key differences

AOA is a mixed asset ETF, while BRHY is a fixed income ETF. AOA charges 0.15% a year and BRHY 0.45%.

  • AOA is a mixed asset fund, while BRHY is a fixed income fund. They carry different risk/return profiles.
  • AOA follows a index tracking strategy; BRHY uses active selection.
  • AOA covers North America; BRHY covers global markets.
  • AOA costs 0.30% less per year.
  • AOA is much larger than BRHY. Larger funds are usually more liquid and less likely to close.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOABRHY
Annual cost (TER)0.15%0.45%
Fund size (AUM)$3.2B$107M
Since20082024
Dividend yield2.05%6.63%
Asset classmixed assetfixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+21.9%+7.3%
CAGR 3Y+17.2%N/A
CAGR 5Y+8.9%N/A
Sharpe 3Y1.11N/A
Volatility 1Y11.15%3.28%
Max drawdown-28.38%-4.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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