Screener
AOM vs EFV
iShares Core 40/60 Moderate Allocation ETF vs iShares MSCI EAFE Value ETF
Key differences
AOM is a mixed asset ETF, while EFV is an equity ETF. AOM charges 0.15% a year and EFV 0.31%.
- AOM is a mixed asset fund, while EFV is an equity fund. They carry different risk/return profiles.
- AOM covers North America; EFV covers global markets excluding the US.
- AOM costs 0.16% less per year.
- EFV is much larger than AOM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EFV has delivered higher annualized returns.
Side-by-side comparison
| AOM | EFV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.31% |
| Fund size (AUM) | $1.8B | $30.1B |
| Since | 2008 | 2005 |
| Dividend yield | 2.98% | 3.77% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +28.7% |
| CAGR 3Y | +10.9% | +22.6% |
| CAGR 5Y | +4.8% | +12.3% |
| Sharpe 3Y | 0.96 | 1.23 |
| Volatility 1Y | 6.90% | 14.58% |
| Max drawdown | -19.96% | -43.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.