Screener
AOM vs HEFA
iShares Core 40/60 Moderate Allocation ETF vs iShares Currency Hedged MSCI EAFE ETF
Key differences
AOM is a mixed asset ETF, while HEFA is an equity ETF. AOM charges 0.15% a year and HEFA 0.35%.
- AOM is a mixed asset fund, while HEFA is an equity fund. They carry different risk/return profiles.
- AOM covers North America; HEFA covers global markets excluding the US.
- AOM costs 0.20% less per year.
- HEFA is much larger than AOM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HEFA has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOM | HEFA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $1.8B | $7.1B |
| Since | 2008 | 2014 |
| Dividend yield | 2.98% | 3.05% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +26.8% |
| CAGR 3Y | +10.9% | +18.9% |
| CAGR 5Y | +4.8% | +13.7% |
| Sharpe 3Y | 0.96 | 1.10 |
| Volatility 1Y | 6.90% | 13.08% |
| Max drawdown | -19.96% | -32.39% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.