Screener
EFAA vs AOA
Invesco MSCI EAFE Income Advantage ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
EFAA is an alternative ETF, while AOA is a mixed asset ETF. EFAA charges 0.39% a year and AOA 0.15%.
- EFAA is an alternative fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- EFAA covers global markets excluding the US; AOA covers North America.
- AOA costs 0.24% less per year.
- AOA is much larger than EFAA. Larger funds are usually more liquid and less likely to close.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFAA | AOA | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $505M | $3.2B |
| Since | 2024 | 2008 |
| Dividend yield | 8.11% | 2.05% |
| Asset class | alternative | mixed asset |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.6% | +21.9% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +8.9% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | 12.46% | 11.15% |
| Max drawdown | -11.97% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.