Screener
MDIV vs AOR
Multi-Asset Diversified Income Index Fund vs iShares Core 60/40 Balanced Allocation ETF
Key differences
Both MDIV and AOR are mixed asset ETFs. MDIV charges 0.71% a year and AOR 0.15%. The main difference: MDIV follows a index tracking strategy; AOR uses active selection.
- MDIV follows a index tracking strategy; AOR uses active selection.
- AOR costs 0.56% less per year.
- AOR is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOR has delivered higher annualized returns.
Side-by-side comparison
| MDIV | AOR | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $411M | $3.6B |
| Since | 2012 | 2008 |
| Dividend yield | 6.38% | 2.47% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.2% | +15.8% |
| CAGR 3Y | +11.9% | +13.4% |
| CAGR 5Y | +5.9% | +6.6% |
| Sharpe 3Y | 0.91 | 1.01 |
| Volatility 1Y | 6.75% | 8.71% |
| Max drawdown | -48.50% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.