Screener
RLY vs AOR
State Street Multi-Asset Real Return ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
RLY is a fixed income ETF, while AOR is a mixed asset ETF. RLY charges 0.50% a year and AOR 0.15%.
- RLY 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 RLY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RLY | AOR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.15% |
| Fund size (AUM) | $1.2B | $3.6B |
| Since | 2012 | 2008 |
| Dividend yield | 2.89% | 2.47% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.9% | +15.8% |
| CAGR 3Y | +14.1% | +13.4% |
| CAGR 5Y | +9.9% | +6.6% |
| Sharpe 3Y | 0.90 | 1.01 |
| Volatility 1Y | 10.35% | 8.71% |
| Max drawdown | -34.17% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.