Screener
GPT vs AOA
Intelligent Alpha Atlas ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
GPT is an equity ETF, while AOA is a mixed asset ETF. GPT charges 0.69% a year and AOA 0.15%.
- GPT is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- GPT follows a active selection strategy; AOA uses index tracking.
- GPT covers global markets; AOA covers North America.
- AOA costs 0.54% less per year.
- AOA is much larger than GPT. Larger funds are usually more liquid and less likely to close.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GPT | AOA | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $23M | $3.2B |
| Since | 2024 | 2008 |
| Dividend yield | 0.67% | 2.05% |
| Asset class | equity | mixed asset |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.7% | +21.0% |
| CAGR 3Y | N/A | +17.4% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | 17.85% | 10.94% |
| Max drawdown | -25.59% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.