Screener
AOA vs SDSI
iShares Core 80/20 Aggressive Allocation ETF vs American Century Short Duration Strategic Income ETF
Key differences
AOA is a mixed asset ETF, while SDSI is a fixed income ETF. AOA charges 0.15% a year and SDSI 0.32%.
- AOA is a mixed asset fund, while SDSI is a fixed income fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; SDSI uses active selection.
- AOA costs 0.17% less per year.
- AOA is much larger than SDSI. 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 | SDSI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.32% |
| Fund size (AUM) | $3.2B | $218M |
| Since | 2008 | 2022 |
| Dividend yield | 2.05% | 4.84% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.9% | +4.8% |
| CAGR 3Y | +17.2% | +5.7% |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 1.11 | 0.94 |
| Volatility 1Y | 11.15% | 1.65% |
| Max drawdown | -28.38% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.