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YYY vs AOA

Amplify CEF High Income ETF vs iShares Core 80/20 Aggressive Allocation ETF

YYY

Amplify CEF High Income ETF

Amplify ETFs

Annual cost

3.23%

Fund size

$712M

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • AOA costs 3.08% less per year.
  • AOA is significantly larger than YYY — larger funds tend to be more liquid and less likely to close.
  • YYY is classified as equity, while AOA is mixed asset — different risk/return profiles.
  • Over the last 3 years, AOA has delivered higher annualized returns.

Side-by-side comparison

YYYAOA
Annual cost (TER)3.23%0.15%
Fund size (AUM)$712M$3.0B
Since20122008
Dividend yield12.48%2.12%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.4%+26.0%
CAGR 3Y+13.4%+17.7%
CAGR 5Y+3.8%+9.6%
Sharpe 3Y0.931.16
Volatility 1Y8.50%10.72%
Max drawdown-42.52%-28.38%

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

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