Screener
AOK vs MFUL
iShares Core 30/70 Conservative Allocation ETF vs Mindful Conservative ETF
Key differences
Both AOK and MFUL are mixed asset ETFs. AOK charges 0.15% a year and MFUL 1.48%. The main difference: AOK costs 1.33% less per year.
- AOK costs 1.33% less per year.
- AOK is much larger than MFUL. 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 | MFUL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.48% |
| Fund size (AUM) | $787M | $8M |
| Since | 2008 | 2021 |
| Dividend yield | 3.28% | 3.01% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.1% | +6.3% |
| CAGR 3Y | +9.3% | +4.8% |
| CAGR 5Y | +3.7% | N/A |
| Sharpe 3Y | 0.87 | 0.28 |
| Volatility 1Y | 5.98% | 4.18% |
| Max drawdown | -18.93% | -16.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.