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MEAR vs AOK

iShares Short Maturity Municipal Bond Active ETF vs iShares Core 30/70 Conservative Allocation ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

Key differences

MEAR is a fixed income ETF, while AOK is a mixed asset ETF. MEAR charges 0.26% a year and AOK 0.15%.

  • MEAR is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
  • AOK costs 0.11% less per year.
  • Over the last three years, AOK has delivered higher annualized returns.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARAOK
Annual cost (TER)0.26%0.15%
Fund size (AUM)$1.4B$787M
Since20152008
Dividend yield2.86%3.28%
Asset classfixed incomemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+3.2%+11.1%
CAGR 3Y+3.5%+9.3%
CAGR 5Y+2.4%+3.7%
Sharpe 3Y-0.080.87
Volatility 1Y0.86%5.98%
Max drawdown-2.68%-18.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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