Screener
AOA vs YLD
iShares Core 80/20 Aggressive Allocation ETF vs Principal Active High Yield ETF
Key differences
AOA is a mixed asset ETF, while YLD is a fixed income ETF. AOA charges 0.15% a year and YLD 0.39%.
- AOA is a mixed asset fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- AOA follows a index tracking strategy; YLD uses active selection.
- AOA covers North America; YLD covers global markets.
- AOA costs 0.24% less per year.
- AOA is much larger than YLD. 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 | YLD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $3.2B | $545M |
| Since | 2008 | 2015 |
| Dividend yield | 2.05% | 7.29% |
| Asset class | mixed asset | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.9% | +7.3% |
| CAGR 3Y | +17.2% | +9.0% |
| CAGR 5Y | +8.9% | +4.9% |
| Sharpe 3Y | 1.11 | 0.91 |
| Volatility 1Y | 11.15% | 4.36% |
| Max drawdown | -28.38% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.