Screener
AOK vs IWV
iShares Core 30/70 Conservative Allocation ETF vs iShares Russell 3000 ETF
Key differences
AOK is a mixed asset ETF, while IWV is an equity ETF. AOK charges 0.15% a year and IWV 0.20%.
- AOK is a mixed asset fund, while IWV is an equity fund. They carry different risk/return profiles.
- AOK follows a active selection strategy; IWV uses index tracking.
- AOK costs 0.05% less per year.
- IWV is much larger than AOK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOK | IWV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $787M | $19.8B |
| Since | 2008 | 2000 |
| Dividend yield | 3.28% | 0.85% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.1% | +24.5% |
| CAGR 3Y | +9.3% | +21.2% |
| CAGR 5Y | +3.7% | +12.2% |
| Sharpe 3Y | 0.87 | 1.11 |
| Volatility 1Y | 5.98% | 12.57% |
| Max drawdown | -18.93% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.