Screener
AOK vs CGSM
iShares Core 30/70 Conservative Allocation ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
AOK is a mixed asset ETF, while CGSM is a fixed income ETF. AOK charges 0.15% a year and CGSM 0.25%.
- AOK is a mixed asset fund, while CGSM is a fixed income fund. They carry different risk/return profiles.
- AOK follows a active selection strategy; CGSM uses index tracking.
- AOK costs 0.10% less per year.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOK | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $787M | $1.2B |
| Since | 2008 | 2023 |
| Dividend yield | 3.28% | 3.00% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.9% | +4.5% |
| CAGR 3Y | +9.1% | N/A |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 0.84 | N/A |
| Volatility 1Y | 5.86% | 1.34% |
| Max drawdown | -18.93% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.