Screener
AOA vs SPDF
iShares Core 80/20 Aggressive Allocation ETF vs Defender Risk Adaptive 500 ETF
Key differences
AOA is a mixed asset ETF, while SPDF is an equity ETF. AOA charges 0.15% a year and SPDF 0.69%.
- AOA is a mixed asset fund, while SPDF is an equity fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; SPDF uses active selection.
- AOA costs 0.54% less per year.
- AOA is much larger than SPDF. Larger funds are usually more liquid and less likely to close.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | SPDF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.69% |
| Fund size (AUM) | $3.2B | $18M |
| Since | 2008 | 2026 |
| Dividend yield | 2.05% | — |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.0% | N/A |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 10.93% | — |
| Max drawdown | -28.38% | -2.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.