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AOM vs GSY

iShares Core 40/60 Moderate Allocation ETF vs Invesco Ultra Short Duration ETF

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

Key differences

AOM is a mixed asset ETF, while GSY is a fixed income ETF. AOM charges 0.15% a year and GSY 0.22%.

  • AOM is a mixed asset fund, while GSY is a fixed income fund. They carry different risk/return profiles.
  • AOM costs 0.07% less per year.
  • Over the last three years, AOM has delivered higher annualized returns.

Side-by-side comparison

AOMGSY
Annual cost (TER)0.15%0.22%
Fund size (AUM)$1.8B$3.5B
Since20082008
Dividend yield2.98%4.34%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.4%+4.5%
CAGR 3Y+10.9%+5.5%
CAGR 5Y+4.8%+3.7%
Sharpe 3Y0.963.45
Volatility 1Y6.90%0.41%
Max drawdown-19.96%-5.25%

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

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