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ISSB vs AOM

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs iShares Core 40/60 Moderate Allocation ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

AOM

iShares Core 40/60 Moderate Allocation ETF

Annual cost

0.15%

Fund size

$1.8B

Key differences

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

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

Side-by-side comparison

ISSBAOM
Annual cost (TER)1.14%0.15%
Fund size (AUM)$2M$1.8B
Since20262008
Dividend yield2.98%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+12.7%
CAGR 3YN/A+10.9%
CAGR 5YN/A+4.7%
Sharpe 3YN/A0.96
Volatility 1Y6.70%
Max drawdown-30.57%-19.96%

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

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