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AOA vs IAGG

iShares Core 80/20 Aggressive Allocation ETF vs iShares Core International Aggregate Bond ETF

AOA

iShares Core 80/20 Aggressive Allocation ETF

Annual cost

0.15%

Fund size

$3.2B

IAGG

iShares Core International Aggregate Bond ETF

Annual cost

0.07%

Fund size

$13.5B

Key differences

AOA is a mixed asset ETF, while IAGG is a fixed income ETF. AOA charges 0.15% a year and IAGG 0.07%.

  • AOA is a mixed asset fund, while IAGG is a fixed income fund. They carry different risk/return profiles.
  • AOA covers North America; IAGG covers global markets excluding the US.
  • IAGG costs 0.08% less per year.
  • IAGG is much larger than AOA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AOA has delivered higher annualized returns.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOAIAGG
Annual cost (TER)0.15%0.07%
Fund size (AUM)$3.2B$13.5B
Since20082015
Dividend yield2.05%3.65%
Asset classmixed assetfixed income
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+21.9%+2.4%
CAGR 3Y+17.2%+4.9%
CAGR 5Y+8.9%+1.2%
Sharpe 3Y1.110.35
Volatility 1Y11.15%2.87%
Max drawdown-28.38%-13.88%

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

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