Screener
AOK vs RFIX
iShares Core 30/70 Conservative Allocation ETF vs Simplify Bond Bull ETF
Key differences
AOK is a mixed asset ETF, while RFIX is a fixed income ETF. AOK charges 0.15% a year and RFIX 0.50%.
- AOK is a mixed asset fund, while RFIX is a fixed income fund. They carry different risk/return profiles.
- AOK costs 0.35% less per year.
- AOK is much larger than RFIX. 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
| AOK | RFIX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $787M | $54M |
| Since | 2008 | 2024 |
| Dividend yield | 3.28% | 4.63% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.1% | -13.4% |
| CAGR 3Y | +9.3% | N/A |
| CAGR 5Y | +3.7% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 5.98% | 29.99% |
| Max drawdown | -18.93% | -38.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.