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AOK vs MATE

iShares Core 30/70 Conservative Allocation ETF vs Man Active Trend Enhanced ETF

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

MATE

Man Active Trend Enhanced ETF

Annual cost

0.97%

Fund size

$39M

Key differences

AOK is a mixed asset ETF, while MATE is an alternative ETF. AOK charges 0.15% a year and MATE 0.97%.

  • AOK is a mixed asset fund, while MATE is an alternative fund. They carry different risk/return profiles.
  • AOK follows a active selection strategy; MATE uses tactical allocation.
  • AOK costs 0.82% less per year.
  • AOK is much larger than MATE. Larger funds are usually more liquid and less likely to close.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOKMATE
Annual cost (TER)0.15%0.97%
Fund size (AUM)$787M$39M
Since20082025
Dividend yield3.28%
Asset classmixed assetalternative
Regionemerging markets
Strategyactive selectiontactical allocation
CAGR 1Y+11.1%N/A
CAGR 3Y+9.3%N/A
CAGR 5Y+3.7%N/A
Sharpe 3Y0.87N/A
Volatility 1Y5.98%
Max drawdown-18.93%-13.24%

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

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