Screener
RFIX vs AOR
Simplify Bond Bull ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
RFIX is a fixed income ETF, while AOR is a mixed asset ETF. RFIX charges 0.50% a year and AOR 0.15%.
- RFIX is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- AOR costs 0.35% less per year.
- AOR is much larger than RFIX. Larger funds are usually more liquid and less likely to close.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFIX | AOR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.15% |
| Fund size (AUM) | $54M | $3.6B |
| Since | 2024 | 2008 |
| Dividend yield | 4.63% | 2.47% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -13.4% | +17.5% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | 29.99% | 8.85% |
| Max drawdown | -38.79% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.