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INMU vs AOK

iShares Intermediate Muni Income Active ETF vs iShares Core 30/70 Conservative Allocation ETF

INMU

iShares Intermediate Muni Income Active ETF

Annual cost

0.30%

Fund size

$489M

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

Key differences

INMU is a fixed income ETF, while AOK is a mixed asset ETF. INMU charges 0.30% a year and AOK 0.15%.

  • INMU is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
  • AOK costs 0.15% less per year.
  • Over the last three years, AOK has delivered higher annualized returns.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INMUAOK
Annual cost (TER)0.30%0.15%
Fund size (AUM)$489M$787M
Since20212008
Dividend yield3.39%3.28%
Asset classfixed incomemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.9%+11.1%
CAGR 3Y+4.8%+9.3%
CAGR 5Y+1.8%+3.7%
Sharpe 3Y0.300.87
Volatility 1Y2.48%5.98%
Max drawdown-10.66%-18.93%

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

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