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AOA vs NEAR
iShares Core 80/20 Aggressive Allocation ETF vs iShares Short Duration Bond Active ETF
Key differences
AOA is a mixed asset ETF, while NEAR is a fixed income ETF. AOA charges 0.15% a year and NEAR 0.25%.
- AOA is a mixed asset fund, while NEAR is a fixed income fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; NEAR uses active selection.
- AOA costs 0.10% less per year.
- 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 | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $3.2B | $4.6B |
| Since | 2008 | 2013 |
| Dividend yield | 2.05% | 4.47% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.9% | +4.1% |
| CAGR 3Y | +17.2% | +5.6% |
| CAGR 5Y | +8.9% | +3.9% |
| Sharpe 3Y | 1.11 | 1.18 |
| Volatility 1Y | 11.15% | 1.37% |
| Max drawdown | -28.38% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.