Screener
AOA vs IYLD
iShares Core 80/20 Aggressive Allocation ETF vs iShares Morningstar Multi-Asset Income ETF
Key differences
Both AOA and IYLD are mixed asset ETFs. AOA charges 0.15% a year and IYLD 0.50%. The main difference: AOA covers North America; IYLD covers global markets.
- AOA covers North America; IYLD covers global markets.
- AOA costs 0.35% less per year.
- AOA is much larger than IYLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOA has delivered higher annualized returns.
Side-by-side comparison
| AOA | IYLD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $3.2B | $128M |
| Since | 2008 | 2012 |
| Dividend yield | 2.05% | 4.56% |
| Asset class | mixed asset | mixed asset |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.6% | +12.9% |
| CAGR 3Y | +16.4% | +10.4% |
| CAGR 5Y | +8.6% | +3.3% |
| Sharpe 3Y | 1.05 | 1.02 |
| Volatility 1Y | 11.01% | 5.83% |
| Max drawdown | -28.38% | -30.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.