Skip to content
Beacon
Screener

KNOW vs AOR

Fundamentals First ETF vs iShares Core 60/40 Balanced Allocation ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

AOR

iShares Core 60/40 Balanced Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.5B

Key differences

  • AOR costs 0.94% less per year.
  • AOR is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • AOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWAOR
Annual cost (TER)1.09%0.15%
Fund size (AUM)$7M$3.5B
Since20242008
Dividend yield1.37%2.53%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%+19.8%
CAGR 3YN/A+14.4%
CAGR 5YN/A+7.1%
Sharpe 3YN/A1.11
Volatility 1Y9.73%8.47%
Max drawdown-15.99%-22.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KNOW and AOR