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YYY vs AOK

Amplify CEF High Income ETF vs iShares Core 30/70 Conservative Allocation ETF

YYY

Amplify CEF High Income ETF

Amplify ETFs

Annual cost

3.23%

Fund size

$712M

AOK

iShares Core 30/70 Conservative Allocation ETF

iShares

Annual cost

0.15%

Fund size

$756M

Key differences

  • AOK costs 3.08% less per year.
  • YYY is classified as equity, while AOK is mixed asset — different risk/return profiles.
  • YYY follows a index tracking strategy; AOK uses active selection.
  • Over the last 3 years, YYY has delivered higher annualized returns.

Side-by-side comparison

YYYAOK
Annual cost (TER)3.23%0.15%
Fund size (AUM)$712M$756M
Since20122008
Dividend yield12.48%3.32%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+15.4%+13.0%
CAGR 3Y+13.4%+9.4%
CAGR 5Y+3.8%+4.0%
Sharpe 3Y0.930.90
Volatility 1Y8.50%5.80%
Max drawdown-42.52%-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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