Screener
AOK vs RLY
iShares Core 30/70 Conservative Allocation ETF vs State Street Multi-Asset Real Return ETF
Key differences
AOK is a mixed asset ETF, while RLY is a fixed income ETF. AOK charges 0.15% a year and RLY 0.50%.
- AOK is a mixed asset fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- AOK costs 0.35% less per year.
- Over the last three years, RLY has delivered higher annualized returns.
Side-by-side comparison
| AOK | RLY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $787M | $1.2B |
| Since | 2008 | 2012 |
| Dividend yield | 3.28% | 2.89% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.2% | +26.9% |
| CAGR 3Y | +8.8% | +14.1% |
| CAGR 5Y | +3.5% | +9.9% |
| Sharpe 3Y | 0.80 | 0.90 |
| Volatility 1Y | 5.89% | 10.35% |
| Max drawdown | -18.93% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.