Screener
NDAA vs AOK
Ned Davis Research 360 Dynamic Allocation ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
NDAA is an alternative ETF, while AOK is a mixed asset ETF. NDAA charges 0.65% a year and AOK 0.15%.
- NDAA is an alternative fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- NDAA follows a tactical allocation strategy; AOK uses active selection.
- AOK costs 0.50% less per year.
- AOK is much larger than NDAA. Larger funds are usually more liquid and less likely to close.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NDAA | AOK | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $5M | $787M |
| Since | 2024 | 2008 |
| Dividend yield | 2.44% | 3.28% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +22.4% | +11.1% |
| CAGR 3Y | N/A | +9.3% |
| CAGR 5Y | N/A | +3.7% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 11.20% | 5.98% |
| Max drawdown | -13.50% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.