Screener
AOR vs SHYM
iShares Core 60/40 Balanced Allocation ETF vs iShares Short Duration High Yield Muni Active ETF
Key differences
AOR is a mixed asset ETF, while SHYM is a fixed income ETF.
- AOR is a mixed asset fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
- Over the last three years, AOR has delivered higher annualized returns.
Side-by-side comparison
| AOR | SHYM | |
|---|---|---|
| Annual cost (TER) | 0.15% | — |
| Fund size (AUM) | $3.6B | — |
| Since | 2008 | — |
| Dividend yield | 2.47% | — |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.5% | +5.0% |
| CAGR 3Y | +14.1% | +5.8% |
| CAGR 5Y | +6.9% | +1.0% |
| Sharpe 3Y | 1.08 | 0.35 |
| Volatility 1Y | 8.85% | 2.96% |
| Max drawdown | -22.95% | -22.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.