Screener
MDIV vs AOA
Multi-Asset Diversified Income Index Fund vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
Both MDIV and AOA are mixed asset ETFs. MDIV charges 0.71% a year and AOA 0.15%. The main difference: AOA costs 0.56% less per year.
- AOA costs 0.56% less per year.
- AOA is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOA has delivered higher annualized returns.
Side-by-side comparison
| MDIV | AOA | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $411M | $3.2B |
| Since | 2012 | 2008 |
| Dividend yield | 6.38% | 2.05% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.2% | +19.6% |
| CAGR 3Y | +11.9% | +16.4% |
| CAGR 5Y | +5.9% | +8.6% |
| Sharpe 3Y | 0.91 | 1.05 |
| Volatility 1Y | 6.75% | 11.01% |
| Max drawdown | -48.50% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.