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MDAA vs AOA

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF vs iShares Core 80/20 Aggressive Allocation ETF

MDAA

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • MDAA is classified as alternative, while AOA is mixed asset — different risk/return profiles.
  • MDAA follows a active selection strategy; AOA uses index tracking.

Side-by-side comparison

MDAAAOA
Annual cost (TER)0.15%
Fund size (AUM)$3.0B
Since2008
Dividend yield2.12%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.6%
CAGR 3YN/A+17.5%
CAGR 5YN/A+9.3%
Sharpe 3YN/A1.14
Volatility 1Y10.68%
Max drawdown-14.59%-28.38%

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

Similar to MDAA and AOA