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AOA vs CPAG

iShares Core 80/20 Aggressive Allocation ETF vs F/m Compoundr U.S. Aggregate Bond ETF

AOA

iShares Core 80/20 Aggressive Allocation ETF

Annual cost

0.15%

Fund size

$3.2B

CPAG

F/m Compoundr U.S. Aggregate Bond ETF

Annual cost

0.31%

Fund size

$282M

Key differences

AOA is a mixed asset ETF, while CPAG is a fixed income ETF. AOA charges 0.15% a year and CPAG 0.31%.

  • AOA is a mixed asset fund, while CPAG is a fixed income fund. They carry different risk/return profiles.
  • AOA costs 0.16% less per year.
  • AOA is much larger than CPAG. 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

AOACPAG
Annual cost (TER)0.15%0.31%
Fund size (AUM)$3.2B$282M
Since20082025
Dividend yield2.05%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.9%N/A
CAGR 3Y+17.2%N/A
CAGR 5Y+8.9%N/A
Sharpe 3Y1.11N/A
Volatility 1Y11.15%
Max drawdown-28.38%-2.78%

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

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