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AOM vs FCEF
iShares Core 40/60 Moderate Allocation ETF vs First Trust Income Opportunity ETF
Key differences
- AOM costs 3.54% less per year.
- AOM is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- AOM follows a index tracking strategy; FCEF uses active selection.
- Over the last 3 years, FCEF has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 3.69% |
| Fund size (AUM) | $1.7B | $75M |
| Since | 2008 | 2016 |
| Dividend yield | 3.04% | 6.24% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.5% | +19.6% |
| CAGR 3Y | +11.0% | +16.4% |
| CAGR 5Y | +5.1% | +6.8% |
| Sharpe 3Y | 0.99 | 1.22 |
| Volatility 1Y | 6.58% | 7.86% |
| Max drawdown | -19.96% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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