Screener
AOR vs TAXF
iShares Core 60/40 Balanced Allocation ETF vs American Century Diversified Municipal Bond ETF
Key differences
AOR is a mixed asset ETF, while TAXF is a fixed income ETF. AOR charges 0.15% a year and TAXF 0.27%.
- AOR is a mixed asset fund, while TAXF is a fixed income fund. They carry different risk/return profiles.
- AOR costs 0.12% less per year.
- AOR is much larger than TAXF. Larger funds are usually more liquid and less likely to close.
- 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 | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $3.6B | $659M |
| Since | 2008 | 2018 |
| Dividend yield | 2.47% | 3.77% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.5% | +7.9% |
| CAGR 3Y | +14.1% | +4.1% |
| CAGR 5Y | +6.9% | +1.1% |
| Sharpe 3Y | 1.08 | 0.14 |
| Volatility 1Y | 8.85% | 3.01% |
| Max drawdown | -22.95% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.