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GAA vs AOR

Cambria Global Asset Allocation ETF vs iShares Core 60/40 Balanced Allocation ETF

GAA

Cambria Global Asset Allocation ETF

Annual cost

0.40%

Fund size

$72M

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

Key differences

Both GAA and AOR are mixed asset ETFs. GAA charges 0.40% a year and AOR 0.15%. The main difference: AOR costs 0.25% less per year.

  • AOR costs 0.25% less per year.
  • AOR is much larger than GAA. 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

GAAAOR
Annual cost (TER)0.40%0.15%
Fund size (AUM)$72M$3.6B
Since20142008
Dividend yield3.60%2.47%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+20.0%+15.8%
CAGR 3Y+13.6%+13.4%
CAGR 5Y+6.1%+6.6%
Sharpe 3Y0.971.01
Volatility 1Y9.10%8.71%
Max drawdown-26.57%-22.95%

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

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