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SCUS vs AOK

Schwab Ultra-Short Income ETF vs iShares Core 30/70 Conservative Allocation ETF

SCUS

Schwab Ultra-Short Income ETF

Annual cost

0.14%

Fund size

$237M

AOK

iShares Core 30/70 Conservative Allocation ETF

Annual cost

0.15%

Fund size

$787M

Key differences

SCUS is a fixed income ETF, while AOK is a mixed asset ETF. SCUS charges 0.14% a year and AOK 0.15%.

  • SCUS is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
  • AOK is much larger than SCUS. 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

SCUSAOK
Annual cost (TER)0.14%0.15%
Fund size (AUM)$237M$787M
Since20242008
Dividend yield4.02%3.28%
Asset classfixed incomemixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+4.2%+11.1%
CAGR 3YN/A+9.3%
CAGR 5YN/A+3.7%
Sharpe 3YN/A0.87
Volatility 1Y0.66%5.98%
Max drawdown-0.17%-18.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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