Screener
MSMR vs AOR
McElhenny Sheffield Managed Risk ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 0.91% less per year.
- AOR is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- MSMR is classified as equity, while AOR is mixed asset — different risk/return profiles.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | AOR | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.15% |
| Fund size (AUM) | $166M | $3.5B |
| Since | 2021 | 2008 |
| Dividend yield | 1.88% | 2.53% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.9% | +19.8% |
| CAGR 3Y | +20.5% | +14.4% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | 1.40 | 1.11 |
| Volatility 1Y | 12.03% | 8.47% |
| Max drawdown | -14.86% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MSMR and AOR
Explore further