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FARX vs AOR

Frontier Asset Absolute Return ETF vs iShares Core 60/40 Balanced Allocation ETF

FARX

Frontier Asset Absolute Return ETF

Annual cost

0.95%

Fund size

$13M

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

Key differences

Both FARX and AOR are mixed asset ETFs. FARX charges 0.95% a year and AOR 0.15%. The main difference: AOR costs 0.80% less per year.

  • AOR costs 0.80% less per year.
  • AOR is much larger than FARX. Larger funds are usually more liquid and less likely to close.
  • AOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FARXAOR
Annual cost (TER)0.95%0.15%
Fund size (AUM)$13M$3.6B
Since20242008
Dividend yield2.91%2.47%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+17.8%+17.5%
CAGR 3YN/A+14.1%
CAGR 5YN/A+6.9%
Sharpe 3YN/A1.08
Volatility 1Y7.22%8.85%
Max drawdown-5.83%-22.95%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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