Screener
DTEC vs AOA
ALPS Disruptive Technologies ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
DTEC is an equity ETF, while AOA is a mixed asset ETF. DTEC charges 0.50% a year and AOA 0.15%.
- DTEC is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- AOA costs 0.35% less per year.
- AOA is much larger than DTEC. 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
| DTEC | AOA | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.15% |
| Fund size (AUM) | $74M | $3.2B |
| Since | 2017 | 2008 |
| Dividend yield | 0.04% | 2.05% |
| Asset class | equity | mixed asset |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +1.4% | +21.0% |
| CAGR 3Y | +9.3% | +17.4% |
| CAGR 5Y | +1.2% | +8.8% |
| Sharpe 3Y | 0.37 | 1.13 |
| Volatility 1Y | 18.62% | 10.94% |
| Max drawdown | -42.00% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.