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FCEF vs AOM
First Trust Income Opportunity ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
- AOM costs 3.54% less per year.
- AOM is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FCEF follows a active selection strategy; AOM uses index tracking.
- Over the last 3 years, FCEF has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | AOM | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.15% |
| Fund size (AUM) | $75M | $1.7B |
| Since | 2016 | 2008 |
| Dividend yield | 6.24% | 3.04% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.6% | +15.5% |
| CAGR 3Y | +16.4% | +11.0% |
| CAGR 5Y | +6.8% | +5.1% |
| Sharpe 3Y | 1.22 | 0.99 |
| Volatility 1Y | 7.86% | 6.58% |
| Max drawdown | -44.81% | -19.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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