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AOK vs INMU

iShares Core 30/70 Conservative Allocation ETF vs iShares Intermediate Muni Income Active ETF

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

INMU

iShares Intermediate Muni Income Active ETF

Annual cost

0.30%

Fund size

$489M

Key differences

AOK is a mixed asset ETF, while INMU is a fixed income ETF. AOK charges 0.15% a year and INMU 0.30%.

  • AOK is a mixed asset fund, while INMU is a fixed income fund. They carry different risk/return profiles.
  • AOK costs 0.15% 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

AOKINMU
Annual cost (TER)0.15%0.30%
Fund size (AUM)$787M$489M
Since20082021
Dividend yield3.28%3.39%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+11.1%+6.9%
CAGR 3Y+9.3%+4.8%
CAGR 5Y+3.7%+1.8%
Sharpe 3Y0.870.30
Volatility 1Y5.98%2.48%
Max drawdown-18.93%-10.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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