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ISSB vs AOA

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs iShares Core 80/20 Aggressive Allocation ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

AOA

iShares Core 80/20 Aggressive Allocation ETF

Annual cost

0.15%

Fund size

$3.2B

Key differences

ISSB is an alternative ETF, while AOA is a mixed asset ETF. ISSB charges 1.14% a year and AOA 0.15%.

  • ISSB is an alternative fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
  • ISSB follows a option income strategy; AOA uses index tracking.
  • AOA costs 0.99% less per year.
  • AOA is much larger than ISSB. Larger funds are usually more liquid and less likely to close.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISSBAOA
Annual cost (TER)1.14%0.15%
Fund size (AUM)$2M$3.2B
Since20262008
Dividend yield2.05%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+21.0%
CAGR 3YN/A+17.4%
CAGR 5YN/A+8.8%
Sharpe 3YN/A1.13
Volatility 1Y10.94%
Max drawdown-30.57%-28.38%

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

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