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YYY vs AOM

Amplify CEF High Income ETF vs iShares Core 40/60 Moderate Allocation ETF

YYY

Amplify CEF High Income ETF

Amplify ETFs

Annual cost

3.23%

Fund size

$712M

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • AOM costs 3.08% less per year.
  • YYY is classified as equity, while AOM is mixed asset — different risk/return profiles.
  • Over the last 3 years, YYY has delivered higher annualized returns.

Side-by-side comparison

YYYAOM
Annual cost (TER)3.23%0.15%
Fund size (AUM)$712M$1.7B
Since20122008
Dividend yield12.48%3.04%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.4%+15.5%
CAGR 3Y+13.4%+11.0%
CAGR 5Y+3.8%+5.1%
Sharpe 3Y0.930.99
Volatility 1Y8.50%6.58%
Max drawdown-42.52%-19.96%

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

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