Screener
YEAR vs AOK
AB Ultra Short Income ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
YEAR is a fixed income ETF, while AOK is a mixed asset ETF. YEAR charges 0.25% a year and AOK 0.15%.
- YEAR is a fixed income fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- AOK costs 0.10% 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
| YEAR | AOK | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $1.5B | $787M |
| Since | 2022 | 2008 |
| Dividend yield | 4.19% | 3.28% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.8% | +11.1% |
| CAGR 3Y | +5.0% | +9.3% |
| CAGR 5Y | N/A | +3.7% |
| Sharpe 3Y | 1.24 | 0.87 |
| Volatility 1Y | 0.77% | 5.98% |
| Max drawdown | -0.79% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.