Screener
FTBI vs AOK
First Trust Balanced Income ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
- AOK costs 0.82% less per year.
- AOK is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI follows a index tracking strategy; AOK uses active selection.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | AOK | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.15% |
| Fund size (AUM) | $20M | $756M |
| Since | 2025 | 2008 |
| Dividend yield | — | 3.32% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +13.0% |
| CAGR 3Y | N/A | +9.4% |
| CAGR 5Y | N/A | +4.0% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | — | 5.80% |
| Max drawdown | -5.34% | -18.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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