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MDAA vs AOR

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF vs iShares Core 60/40 Balanced Allocation ETF

MDAA

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

AOR

iShares Core 60/40 Balanced Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.5B

Key differences

  • MDAA is classified as alternative, while AOR is mixed asset — different risk/return profiles.

Side-by-side comparison

MDAAAOR
Annual cost (TER)0.15%
Fund size (AUM)$3.5B
Since2008
Dividend yield2.53%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+19.8%
CAGR 3YN/A+14.4%
CAGR 5YN/A+7.1%
Sharpe 3YN/A1.11
Volatility 1Y8.47%
Max drawdown-14.59%-22.95%

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

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