Screener
AOA vs MATE
iShares Core 80/20 Aggressive Allocation ETF vs Man Active Trend Enhanced ETF
Key differences
AOA is a mixed asset ETF, while MATE is an alternative ETF. AOA charges 0.15% a year and MATE 0.97%.
- AOA is a mixed asset fund, while MATE is an alternative fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; MATE uses tactical allocation.
- AOA covers North America; MATE covers emerging markets.
- AOA costs 0.82% less per year.
- AOA is much larger than MATE. Larger funds are usually more liquid and less likely to close.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | MATE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.97% |
| Fund size (AUM) | $3.2B | $39M |
| Since | 2008 | 2025 |
| Dividend yield | 2.05% | — |
| Asset class | mixed asset | alternative |
| Region | north america | emerging markets |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +21.9% | N/A |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 11.15% | — |
| Max drawdown | -28.38% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.