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AOR vs FCEF
iShares Core 60/40 Balanced Allocation ETF vs First Trust Income Opportunity ETF
Key differences
- AOR costs 3.54% less per year.
- AOR is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FCEF has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 3.69% |
| Fund size (AUM) | $3.5B | $75M |
| Since | 2008 | 2016 |
| Dividend yield | 2.53% | 6.24% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.0% | +19.6% |
| CAGR 3Y | +14.4% | +16.4% |
| CAGR 5Y | +7.4% | +6.8% |
| Sharpe 3Y | 1.11 | 1.22 |
| Volatility 1Y | 8.50% | 7.86% |
| Max drawdown | -22.95% | -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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