Screener
TAXF vs AOK
American Century Diversified Municipal Bond ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
TAXF is a fixed income ETF, while AOK is a mixed asset ETF. TAXF charges 0.27% a year and AOK 0.15%.
- TAXF is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- AOK costs 0.12% less per year.
- Over the last three years, AOK has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAXF | AOK | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.15% |
| Fund size (AUM) | $659M | $787M |
| Since | 2018 | 2008 |
| Dividend yield | 3.77% | 3.28% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.9% | +11.1% |
| CAGR 3Y | +4.1% | +9.3% |
| CAGR 5Y | +1.1% | +3.7% |
| Sharpe 3Y | 0.14 | 0.87 |
| Volatility 1Y | 3.01% | 5.98% |
| Max drawdown | -13.94% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.