Screener
SPDF vs AOA
Defender Risk Adaptive 500 ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
SPDF is an equity ETF, while AOA is a mixed asset ETF. SPDF charges 0.69% a year and AOA 0.15%.
- SPDF is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- SPDF follows a active selection strategy; AOA uses index tracking.
- AOA costs 0.54% less per year.
- AOA is much larger than SPDF. Larger funds are usually more liquid and less likely to close.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPDF | AOA | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $18M | $3.2B |
| Since | 2026 | 2008 |
| Dividend yield | — | 2.05% |
| Asset class | equity | mixed asset |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +22.0% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | — | 10.93% |
| Max drawdown | -2.77% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.