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AOA vs RULE
iShares Core 80/20 Aggressive Allocation ETF vs Adaptive Core ETF
Key differences
- AOA costs 1.69% less per year.
- AOA is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- AOA follows a index tracking strategy; RULE uses active selection.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | RULE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.84% |
| Fund size (AUM) | $3.0B | $14M |
| Since | 2008 | 2021 |
| Dividend yield | 2.12% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +41.5% |
| CAGR 3Y | +17.5% | +16.7% |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 1.14 | 0.81 |
| Volatility 1Y | 10.68% | 19.69% |
| Max drawdown | -28.38% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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