Screener
IEFA vs AOA
iShares Core MSCI EAFE ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
IEFA is an equity ETF, while AOA is a mixed asset ETF. IEFA charges 0.07% a year and AOA 0.15%.
- IEFA is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- IEFA covers global markets excluding the US; AOA covers North America.
- IEFA costs 0.08% less per year.
- IEFA is much larger than AOA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IEFA | AOA | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.15% |
| Fund size (AUM) | $186.6B | $3.2B |
| Since | 2012 | 2008 |
| Dividend yield | 3.24% | 2.05% |
| Asset class | equity | mixed asset |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.8% | +21.9% |
| CAGR 3Y | +17.2% | +17.2% |
| CAGR 5Y | +8.1% | +8.9% |
| Sharpe 3Y | 0.89 | 1.11 |
| Volatility 1Y | 15.54% | 11.15% |
| Max drawdown | -34.79% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.