Screener
AOA vs HSCZ
iShares Core 80/20 Aggressive Allocation ETF vs iShares Currency Hedged MSCI EAFE Small-Cap ETF
Key differences
AOA is a mixed asset ETF, while HSCZ is an equity ETF. AOA charges 0.15% a year and HSCZ 0.43%.
- AOA is a mixed asset fund, while HSCZ is an equity fund. They carry different risk/return profiles.
- AOA covers North America; HSCZ covers global markets excluding the US.
- AOA costs 0.28% less per year.
- AOA is much larger than HSCZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HSCZ has delivered higher annualized returns.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | HSCZ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.43% |
| Fund size (AUM) | $3.2B | $222M |
| Since | 2008 | 2015 |
| Dividend yield | 2.05% | 2.92% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.9% | +28.2% |
| CAGR 3Y | +17.2% | +19.0% |
| CAGR 5Y | +8.9% | +11.1% |
| Sharpe 3Y | 1.11 | 1.15 |
| Volatility 1Y | 11.15% | 11.60% |
| Max drawdown | -28.38% | -34.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.