Screener
AOR vs MEAR
iShares Core 60/40 Balanced Allocation ETF vs iShares Short Maturity Municipal Bond Active ETF
Key differences
AOR is a mixed asset ETF, while MEAR is a fixed income ETF. AOR charges 0.15% a year and MEAR 0.26%.
- AOR is a mixed asset fund, while MEAR is a fixed income fund. They carry different risk/return profiles.
- AOR costs 0.11% less per year.
- Over the last three years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | MEAR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.26% |
| Fund size (AUM) | $3.6B | $1.4B |
| Since | 2008 | 2015 |
| Dividend yield | 2.47% | 2.86% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.5% | +3.2% |
| CAGR 3Y | +14.1% | +3.5% |
| CAGR 5Y | +6.9% | +2.4% |
| Sharpe 3Y | 1.08 | -0.08 |
| Volatility 1Y | 8.85% | 0.86% |
| Max drawdown | -22.95% | -2.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.