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AOA vs GAL

iShares Core 80/20 Aggressive Allocation ETF vs State Street Global Allocation ETF

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

GAL

State Street Global Allocation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$307M

Key differences

  • AOA costs 0.20% less per year.
  • AOA is significantly larger than GAL — larger funds tend to be more liquid and less likely to close.
  • AOA is classified as mixed asset, while GAL is alternative — different risk/return profiles.
  • AOA follows a index tracking strategy; GAL uses tactical allocation.
  • Over the last 3 years, AOA has delivered higher annualized returns.

Side-by-side comparison

AOAGAL
Annual cost (TER)0.15%0.35%
Fund size (AUM)$3.0B$307M
Since20082012
Dividend yield2.12%3.18%
Asset classmixed assetalternative
Region
Strategyindex trackingtactical allocation
CAGR 1Y+24.6%+20.4%
CAGR 3Y+17.5%+13.9%
CAGR 5Y+9.3%+7.2%
Sharpe 3Y1.141.04
Volatility 1Y10.68%8.71%
Max drawdown-28.38%-28.31%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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