Screener
AOK vs CGSD
iShares Core 30/70 Conservative Allocation ETF vs Capital Group Short Duration Income ETF
Key differences
AOK is a mixed asset ETF, while CGSD is a fixed income ETF. AOK charges 0.15% a year and CGSD 0.25%.
- AOK is a mixed asset fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- AOK costs 0.10% less per year.
- 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 | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $787M | $2.3B |
| Since | 2008 | 2022 |
| Dividend yield | 3.28% | 4.46% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.9% | +4.1% |
| CAGR 3Y | +9.1% | +5.1% |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 0.84 | 0.74 |
| Volatility 1Y | 5.86% | 1.47% |
| Max drawdown | -18.93% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.