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FPAA vs AOK

FPA Global Allocation ETF vs iShares Core 30/70 Conservative Allocation ETF

FPAA

FPA Global Allocation ETF

Annual cost

0.49%

Fund size

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

Key differences

Both FPAA and AOK are mixed asset ETFs. FPAA charges 0.49% a year and AOK 0.15%. The main difference: AOK costs 0.34% less per year.

  • AOK costs 0.34% less per year.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPAAAOK
Annual cost (TER)0.49%0.15%
Fund size (AUM)$787M
Since20262008
Dividend yield3.28%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+10.2%
CAGR 3YN/A+8.8%
CAGR 5YN/A+3.5%
Sharpe 3YN/A0.80
Volatility 1Y5.89%
Max drawdown-0.86%-18.93%

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

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