Screener
AOA vs SCZ
iShares Core 80/20 Aggressive Allocation ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
AOA is a mixed asset ETF, while SCZ is an equity ETF. AOA charges 0.15% a year and SCZ 0.40%.
- AOA is a mixed asset fund, while SCZ is an equity fund. They carry different risk/return profiles.
- AOA covers North America; SCZ covers global markets excluding the US.
- AOA costs 0.25% less per year.
- SCZ is much larger than AOA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AOA | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.40% |
| Fund size (AUM) | $3.2B | $14.9B |
| Since | 2008 | 2007 |
| Dividend yield | 2.05% | 2.95% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.9% | +22.8% |
| CAGR 3Y | +17.2% | +16.4% |
| CAGR 5Y | +8.9% | +5.0% |
| Sharpe 3Y | 1.11 | 0.84 |
| Volatility 1Y | 11.15% | 14.93% |
| Max drawdown | -28.38% | -41.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.