Screener
AOK vs IUSB
iShares Core 30/70 Conservative Allocation ETF vs iShares Core Universal USD Bond ETF
Key differences
AOK is a mixed asset ETF, while IUSB is a fixed income ETF. AOK charges 0.15% a year and IUSB 0.06%.
- AOK is a mixed asset fund, while IUSB is a fixed income fund. They carry different risk/return profiles.
- AOK follows a active selection strategy; IUSB uses index tracking.
- IUSB costs 0.09% less per year.
- IUSB 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 | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.06% |
| Fund size (AUM) | $787M | $39.8B |
| Since | 2008 | 2014 |
| Dividend yield | 3.28% | 4.24% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.9% | +4.7% |
| CAGR 3Y | +9.1% | +4.2% |
| CAGR 5Y | +3.6% | +0.4% |
| Sharpe 3Y | 0.84 | 0.14 |
| Volatility 1Y | 5.86% | 3.60% |
| Max drawdown | -18.93% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.