Screener
AOA vs CPHY
iShares Core 80/20 Aggressive Allocation ETF vs F/m Compoundr High Yield Bond ETF
Key differences
AOA is a mixed asset ETF, while CPHY is a fixed income ETF. AOA charges 0.15% a year and CPHY 0.35%.
- AOA is a mixed asset fund, while CPHY is a fixed income fund. They carry different risk/return profiles.
- AOA costs 0.20% less per year.
- AOA is much larger than CPHY. 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 | CPHY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $3.2B | $7M |
| Since | 2008 | 2025 |
| Dividend yield | 2.05% | — |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.9% | N/A |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 11.15% | — |
| Max drawdown | -28.38% | -2.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.