Screener
AOM vs EFA
iShares Core 40/60 Moderate Allocation ETF vs iShares MSCI EAFE ETF
Key differences
AOM is a mixed asset ETF, while EFA is an equity ETF. AOM charges 0.15% a year and EFA 0.32%.
- AOM is a mixed asset fund, while EFA is an equity fund. They carry different risk/return profiles.
- AOM covers North America; EFA covers global markets excluding the US.
- AOM costs 0.17% less per year.
- EFA is much larger than AOM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EFA has delivered higher annualized returns.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | EFA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.32% |
| Fund size (AUM) | $1.8B | $77.4B |
| Since | 2008 | 2001 |
| Dividend yield | 2.98% | 3.10% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +21.3% |
| CAGR 3Y | +10.9% | +17.0% |
| CAGR 5Y | +4.8% | +8.4% |
| Sharpe 3Y | 0.96 | 0.87 |
| Volatility 1Y | 6.90% | 15.64% |
| Max drawdown | -19.96% | -34.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.