Screener
AOA vs BRTR
iShares Core 80/20 Aggressive Allocation ETF vs iShares Total Return Active ETF
Key differences
AOA is a mixed asset ETF, while BRTR is a fixed income ETF. AOA charges 0.15% a year and BRTR 0.38%.
- AOA is a mixed asset fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; BRTR uses active selection.
- AOA costs 0.23% less per year.
- AOA is much larger than BRTR. 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
| AOA | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $3.2B | $663M |
| Since | 2008 | 2023 |
| Dividend yield | 2.05% | 4.65% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.9% | +5.6% |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 11.15% | 3.64% |
| Max drawdown | -28.38% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.