Screener
MDIV vs AOK
Multi-Asset Diversified Income Index Fund vs iShares Core 30/70 Conservative Allocation ETF
Key differences
Both MDIV and AOK are mixed asset ETFs. MDIV charges 0.71% a year and AOK 0.15%. The main difference: MDIV follows a index tracking strategy; AOK uses active selection.
- MDIV follows a index tracking strategy; AOK uses active selection.
- AOK costs 0.56% less per year.
- Over the last three years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| MDIV | AOK | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $411M | $787M |
| Since | 2012 | 2008 |
| Dividend yield | 6.38% | 3.28% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.2% | +10.2% |
| CAGR 3Y | +11.9% | +8.8% |
| CAGR 5Y | +5.9% | +3.5% |
| Sharpe 3Y | 0.91 | 0.80 |
| Volatility 1Y | 6.75% | 5.89% |
| Max drawdown | -48.50% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.