Screener
GPT vs AOM
Intelligent Alpha Atlas ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
GPT is an equity ETF, while AOM is a mixed asset ETF. GPT charges 0.69% a year and AOM 0.15%.
- GPT is an equity fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- GPT follows a active selection strategy; AOM uses index tracking.
- GPT covers global markets; AOM covers North America.
- AOM costs 0.54% less per year.
- AOM is much larger than GPT. Larger funds are usually more liquid and less likely to close.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GPT | AOM | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $23M | $1.8B |
| Since | 2024 | 2008 |
| Dividend yield | 0.67% | 2.98% |
| Asset class | equity | mixed asset |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.7% | +12.7% |
| CAGR 3Y | N/A | +10.9% |
| CAGR 5Y | N/A | +4.7% |
| Sharpe 3Y | N/A | 0.96 |
| Volatility 1Y | 17.85% | 6.70% |
| Max drawdown | -25.59% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.