Screener
IWB vs AOA
iShares Russell 1000 ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- IWB is significantly larger than AOA — larger funds tend to be more liquid and less likely to close.
- IWB is classified as equity, while AOA is mixed asset — different risk/return profiles.
- Over the last 3 years, IWB has delivered higher annualized returns.
- IWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWB | AOA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $46.2B | $3.0B |
| Since | 2000 | 2008 |
| Dividend yield | 0.96% | 2.12% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +24.6% |
| CAGR 3Y | +22.8% | +17.5% |
| CAGR 5Y | +13.1% | +9.3% |
| Sharpe 3Y | 1.21 | 1.14 |
| Volatility 1Y | 12.07% | 10.68% |
| Max drawdown | -34.60% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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