Screener
AOM vs CGUI
iShares Core 40/60 Moderate Allocation ETF vs Capital Group Ultra Short Income ETF
Key differences
AOM is a mixed asset ETF, while CGUI is a fixed income ETF. AOM charges 0.15% a year and CGUI 0.18%.
- AOM is a mixed asset fund, while CGUI is a fixed income fund. They carry different risk/return profiles.
- AOM is much larger than CGUI. Larger funds are usually more liquid and less likely to close.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | CGUI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $1.8B | $267M |
| Since | 2008 | 2024 |
| Dividend yield | 2.98% | 3.89% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +4.4% |
| CAGR 3Y | +10.9% | N/A |
| CAGR 5Y | +4.8% | N/A |
| Sharpe 3Y | 0.96 | N/A |
| Volatility 1Y | 6.90% | 0.74% |
| Max drawdown | -19.96% | -0.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.