Screener
AOK vs CGCP
iShares Core 30/70 Conservative Allocation ETF vs Capital Group Core Plus Income ETF
Key differences
AOK is a mixed asset ETF, while CGCP is a fixed income ETF. AOK charges 0.15% a year and CGCP 0.34%.
- AOK is a mixed asset fund, while CGCP is a fixed income fund. They carry different risk/return profiles.
- AOK costs 0.19% less per year.
- CGCP is much larger than AOK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOK has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOK | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.34% |
| Fund size (AUM) | $787M | $7.9B |
| Since | 2008 | 2022 |
| Dividend yield | 3.28% | 5.14% |
| Asset class | mixed asset | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.9% | +5.1% |
| CAGR 3Y | +9.1% | +4.8% |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 0.84 | 0.25 |
| Volatility 1Y | 5.86% | 3.67% |
| Max drawdown | -18.93% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.