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GSY vs AOM

Invesco Ultra Short Duration ETF vs iShares Core 40/60 Moderate Allocation ETF

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

Key differences

GSY is a fixed income ETF, while AOM is a mixed asset ETF. GSY charges 0.22% a year and AOM 0.15%.

  • GSY is a fixed income fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
  • AOM costs 0.07% less per year.
  • Over the last three years, AOM has delivered higher annualized returns.

Side-by-side comparison

GSYAOM
Annual cost (TER)0.22%0.15%
Fund size (AUM)$3.5B$1.8B
Since20082008
Dividend yield4.34%2.98%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+13.4%
CAGR 3Y+5.5%+10.9%
CAGR 5Y+3.7%+4.8%
Sharpe 3Y3.450.96
Volatility 1Y0.41%6.90%
Max drawdown-5.25%-19.96%

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

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