Screener
YFYA vs AOR
Yields for You Strategy A ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 1.10% less per year.
- AOR is significantly larger than YFYA — larger funds tend to be more liquid and less likely to close.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YFYA | AOR | |
|---|---|---|
| Annual cost (TER) | 1.25% | 0.15% |
| Fund size (AUM) | $26M | $3.5B |
| Since | 2025 | 2008 |
| Dividend yield | 5.22% | 2.53% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.4% | +21.0% |
| CAGR 3Y | N/A | +14.4% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | 3.51% | 8.50% |
| Max drawdown | -2.29% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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