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AOK vs SHYM

iShares Core 30/70 Conservative Allocation ETF vs iShares Short Duration High Yield Muni Active ETF

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

AOK is a mixed asset ETF, while SHYM is a fixed income ETF.

  • AOK is a mixed asset fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
  • Over the last three years, AOK has delivered higher annualized returns.

Side-by-side comparison

AOKSHYM
Annual cost (TER)0.15%
Fund size (AUM)$787M
Since2008
Dividend yield3.28%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+11.1%+5.0%
CAGR 3Y+9.3%+5.8%
CAGR 5Y+3.7%+1.0%
Sharpe 3Y0.870.35
Volatility 1Y5.98%2.96%
Max drawdown-18.93%-22.55%

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

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