Screener
CDX vs AOA
Simplify High Yield ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
CDX is a fixed income ETF, while AOA is a mixed asset ETF. CDX charges 0.25% a year and AOA 0.15%.
- CDX is a fixed income fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- CDX follows a multi strategy strategy; AOA uses index tracking.
- AOA costs 0.10% less per year.
- AOA is much larger than CDX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOA has delivered higher annualized returns.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | AOA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $407M | $3.2B |
| Since | 2022 | 2008 |
| Dividend yield | 8.31% | 2.05% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -0.4% | +21.9% |
| CAGR 3Y | +7.9% | +17.2% |
| CAGR 5Y | N/A | +8.9% |
| Sharpe 3Y | 0.43 | 1.11 |
| Volatility 1Y | 5.80% | 11.15% |
| Max drawdown | -13.24% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.