Screener
HECA vs AOR
Hedgeye Capital Allocation ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
Both HECA and AOR are mixed asset ETFs. HECA charges 1.30% a year and AOR 0.15%. The main difference: HECA follows a multi strategy strategy; AOR uses active selection.
- HECA follows a multi strategy strategy; AOR uses active selection.
- AOR costs 1.15% less per year.
- AOR is much larger than HECA. 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
| HECA | AOR | |
|---|---|---|
| Annual cost (TER) | 1.30% | 0.15% |
| Fund size (AUM) | $346M | $3.6B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.47% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | N/A | +17.5% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | — | 8.85% |
| Max drawdown | -12.46% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.