Screener
AOA vs MUSI
iShares Core 80/20 Aggressive Allocation ETF vs American Century Multisector Income ETF
Key differences
AOA is a mixed asset ETF, while MUSI is a fixed income ETF. AOA charges 0.15% a year and MUSI 0.38%.
- AOA is a mixed asset fund, while MUSI is a fixed income fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; MUSI uses active selection.
- AOA costs 0.23% less per year.
- AOA is much larger than MUSI. 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
| AOA | MUSI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $3.2B | $221M |
| Since | 2008 | 2021 |
| Dividend yield | 2.05% | 5.61% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.9% | +5.8% |
| CAGR 3Y | +17.2% | +6.5% |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 1.11 | 0.60 |
| Volatility 1Y | 11.15% | 3.35% |
| Max drawdown | -28.38% | -13.91% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.