Screener
GPT vs AOR
Intelligent Alpha Atlas ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
GPT is an equity ETF, while AOR is a mixed asset ETF. GPT charges 0.69% a year and AOR 0.15%.
- GPT is an equity fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- AOR costs 0.54% less per year.
- AOR is much larger than GPT. 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
| GPT | AOR | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $23M | $3.6B |
| Since | 2024 | 2008 |
| Dividend yield | 0.67% | 2.47% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.7% | +16.8% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 17.85% | 8.66% |
| Max drawdown | -25.59% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.