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PPI vs AOA

Astoria Real Asset ETF vs iShares Core 80/20 Aggressive Allocation ETF

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • AOA costs 0.43% less per year.
  • AOA is significantly larger than PPI — larger funds tend to be more liquid and less likely to close.
  • PPI is classified as alternative, while AOA is mixed asset — different risk/return profiles.
  • PPI follows a active selection strategy; AOA uses index tracking.
  • Over the last 3 years, PPI has delivered higher annualized returns.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PPIAOA
Annual cost (TER)0.58%0.15%
Fund size (AUM)$159M$3.0B
Since20212008
Dividend yield1.00%2.12%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+42.7%+26.0%
CAGR 3Y+22.7%+17.7%
CAGR 5YN/A+9.6%
Sharpe 3Y1.111.16
Volatility 1Y15.78%10.72%
Max drawdown-24.54%-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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