Screener
AOK vs IG
iShares Core 30/70 Conservative Allocation ETF vs Principal Investment Grade Corporate ETF
Key differences
AOK is a mixed asset ETF, while IG is a fixed income ETF. AOK charges 0.15% a year and IG 0.19%.
- AOK is a mixed asset fund, while IG is a fixed income fund. They carry different risk/return profiles.
- AOK is much larger than IG. 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 | IG | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.19% |
| Fund size (AUM) | $787M | $180M |
| Since | 2008 | 2018 |
| Dividend yield | 3.28% | 5.04% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.1% | +5.8% |
| CAGR 3Y | +9.3% | +5.7% |
| CAGR 5Y | +3.7% | +0.2% |
| Sharpe 3Y | 0.87 | 0.34 |
| Volatility 1Y | 5.98% | 4.68% |
| Max drawdown | -18.93% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.