Screener
EFA vs AOA
iShares MSCI EAFE ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
EFA is an equity ETF, while AOA is a mixed asset ETF. EFA charges 0.32% a year and AOA 0.15%.
- EFA is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- EFA covers global markets excluding the US; AOA covers North America.
- AOA costs 0.17% less per year.
- EFA is much larger than AOA. Larger funds are usually more liquid and less likely to close.
- EFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFA | AOA | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.15% |
| Fund size (AUM) | $77.4B | $3.2B |
| Since | 2001 | 2008 |
| Dividend yield | 3.10% | 2.05% |
| Asset class | equity | mixed asset |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.3% | +21.9% |
| CAGR 3Y | +17.0% | +17.2% |
| CAGR 5Y | +8.4% | +8.9% |
| Sharpe 3Y | 0.87 | 1.11 |
| Volatility 1Y | 15.64% | 11.15% |
| Max drawdown | -34.19% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.