Screener
AOA vs XRLX
iShares Core 80/20 Aggressive Allocation ETF vs FundX Conservative ETF
Key differences
- AOA costs 1.05% less per year.
- AOA is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- AOA follows a index tracking strategy; XRLX uses active selection.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.20% |
| Fund size (AUM) | $3.0B | $51M |
| Since | 2008 | 2002 |
| Dividend yield | 2.12% | 2.68% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +17.7% |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 1.14 | N/A |
| Volatility 1Y | 10.68% | 8.09% |
| Max drawdown | -28.38% | -15.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AOA and XRLX
Explore further