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AOK vs ICSH
iShares Core 30/70 Conservative Allocation ETF vs iShares Ultra Short Duration Bond Active ETF
Key differences
AOK is a mixed asset ETF, while ICSH is a fixed income ETF. AOK charges 0.15% a year and ICSH 0.08%.
- AOK is a mixed asset fund, while ICSH is a fixed income fund. They carry different risk/return profiles.
- ICSH costs 0.07% less per year.
- ICSH 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 | ICSH | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.08% |
| Fund size (AUM) | $787M | $7.6B |
| Since | 2008 | 2013 |
| Dividend yield | 3.28% | 4.38% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.1% | +4.3% |
| CAGR 3Y | +9.3% | +5.2% |
| CAGR 5Y | +3.7% | +3.7% |
| Sharpe 3Y | 0.87 | 3.41 |
| Volatility 1Y | 5.98% | 0.41% |
| Max drawdown | -18.93% | -3.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.