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GOLY vs AOR

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF vs iShares Core 60/40 Balanced Allocation ETF

GOLY

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF

Annual cost

Fund size

AOR

iShares Core 60/40 Balanced Allocation ETF

Annual cost

0.15%

Fund size

$3.6B

Key differences

GOLY is a fixed income ETF, while AOR is a mixed asset ETF.

  • GOLY is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
  • GOLY follows a multi strategy strategy; AOR uses active selection.
  • Over the last three years, GOLY has delivered higher annualized returns.

Side-by-side comparison

GOLYAOR
Annual cost (TER)0.15%
Fund size (AUM)$3.6B
Since2008
Dividend yield2.47%
Asset classfixed incomemixed asset
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+1.0%+17.5%
CAGR 3Y+15.7%+14.0%
CAGR 5Y+5.5%+6.7%
Sharpe 3Y0.581.06
Volatility 1Y33.12%8.66%
Max drawdown-35.99%-22.95%

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

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