Screener
AOK vs FTBI
iShares Core 30/70 Conservative Allocation ETF vs First Trust Balanced Income ETF
Key differences
- AOK costs 0.82% less per year.
- AOK is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- AOK follows a active selection strategy; FTBI uses index tracking.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOK | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.97% |
| Fund size (AUM) | $756M | $20M |
| Since | 2008 | 2025 |
| Dividend yield | 3.32% | — |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.0% | N/A |
| CAGR 3Y | +9.4% | N/A |
| CAGR 5Y | +4.0% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 5.80% | — |
| Max drawdown | -18.93% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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