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MSMR vs AOA
McElhenny Sheffield Managed Risk ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 0.91% less per year.
- AOA is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- MSMR is classified as equity, while AOA is mixed asset — different risk/return profiles.
- MSMR follows a active selection strategy; AOA uses index tracking.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | AOA | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.15% |
| Fund size (AUM) | $166M | $3.0B |
| Since | 2021 | 2008 |
| Dividend yield | 1.88% | 2.12% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.9% | +24.6% |
| CAGR 3Y | +20.5% | +17.5% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | 1.40 | 1.14 |
| Volatility 1Y | 12.03% | 10.68% |
| Max drawdown | -14.86% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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