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AOA vs EFA
iShares Core 80/20 Aggressive Allocation ETF vs iShares MSCI EAFE ETF
Key differences
AOA is a mixed asset ETF, while EFA is an equity ETF. AOA charges 0.15% a year and EFA 0.32%.
- AOA is a mixed asset fund, while EFA is an equity fund. They carry different risk/return profiles.
- AOA covers North America; EFA covers global markets excluding the US.
- AOA costs 0.17% less per year.
- EFA is much larger than AOA. Larger funds are usually more liquid and less likely to close.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | EFA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.32% |
| Fund size (AUM) | $3.2B | $77.4B |
| Since | 2008 | 2001 |
| Dividend yield | 2.05% | 3.10% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.9% | +21.3% |
| CAGR 3Y | +17.2% | +17.0% |
| CAGR 5Y | +8.9% | +8.4% |
| Sharpe 3Y | 1.11 | 0.87 |
| Volatility 1Y | 11.15% | 15.64% |
| Max drawdown | -28.38% | -34.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.