Screener
YYY vs AOR
Amplify CEF High Income ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 3.08% less per year.
- AOR is significantly larger than YYY — larger funds tend to be more liquid and less likely to close.
- YYY is classified as equity, while AOR is mixed asset — different risk/return profiles.
- YYY follows a index tracking strategy; AOR uses active selection.
Side-by-side comparison
| YYY | AOR | |
|---|---|---|
| Annual cost (TER) | 3.23% | 0.15% |
| Fund size (AUM) | $712M | $3.5B |
| Since | 2012 | 2008 |
| Dividend yield | 12.48% | 2.53% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.4% | +21.0% |
| CAGR 3Y | +13.4% | +14.4% |
| CAGR 5Y | +3.8% | +7.4% |
| Sharpe 3Y | 0.93 | 1.11 |
| Volatility 1Y | 8.50% | 8.50% |
| Max drawdown | -42.52% | -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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