Screener
IWV vs AOK
iShares Russell 3000 ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
IWV is an equity ETF, while AOK is a mixed asset ETF. IWV charges 0.20% a year and AOK 0.15%.
- IWV is an equity fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- IWV follows a index tracking strategy; AOK uses active selection.
- AOK costs 0.05% less per year.
- IWV is much larger than AOK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWV | AOK | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $19.8B | $787M |
| Since | 2000 | 2008 |
| Dividend yield | 0.85% | 3.28% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.5% | +11.1% |
| CAGR 3Y | +21.2% | +9.3% |
| CAGR 5Y | +12.2% | +3.7% |
| Sharpe 3Y | 1.11 | 0.87 |
| Volatility 1Y | 12.57% | 5.98% |
| Max drawdown | -35.22% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.