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AOA vs XCOR
iShares Core 80/20 Aggressive Allocation ETF vs Fundx ETF
Key differences
- AOA costs 1.00% less per year.
- AOA is significantly larger than XCOR — larger funds tend to be more liquid and less likely to close.
- AOA is classified as mixed asset, while XCOR is equity — different risk/return profiles.
- AOA follows a index tracking strategy; XCOR uses active selection.
- Over the last 3 years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.15% |
| Fund size (AUM) | $3.0B | $180M |
| Since | 2008 | 2001 |
| Dividend yield | 2.12% | 0.41% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +29.1% |
| CAGR 3Y | +17.5% | +22.9% |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 1.14 | 1.08 |
| Volatility 1Y | 10.68% | 12.85% |
| Max drawdown | -28.38% | -22.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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