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VRAI vs AOK

Virtus Real Asset Income ETF vs iShares Core 30/70 Conservative Allocation ETF

VRAI

Virtus Real Asset Income ETF

Virtus

Annual cost

0.55%

Fund size

$18M

AOK

iShares Core 30/70 Conservative Allocation ETF

iShares

Annual cost

0.15%

Fund size

$756M

Key differences

  • AOK costs 0.40% less per year.
  • AOK is significantly larger than VRAI — larger funds tend to be more liquid and less likely to close.
  • VRAI is classified as equity, while AOK is mixed asset — different risk/return profiles.
  • VRAI follows a index tracking strategy; AOK uses active selection.
  • Over the last 3 years, VRAI has delivered higher annualized returns.
  • AOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VRAIAOK
Annual cost (TER)0.55%0.15%
Fund size (AUM)$18M$756M
Since20192008
Dividend yield3.19%3.32%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+29.3%+13.0%
CAGR 3Y+11.9%+9.4%
CAGR 5Y+6.0%+4.0%
Sharpe 3Y0.590.90
Volatility 1Y11.93%5.80%
Max drawdown-47.51%-18.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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