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AOA vs EAOM
iShares Core 80/20 Aggressive Allocation ETF vs iShares ESG Aware 40/60 Moderate Allocation ETF
Key differences
- AOA is significantly larger than EAOM — larger funds tend to be more liquid and less likely to close.
- AOA follows a index tracking strategy; EAOM uses active selection.
- Over the last 3 years, AOA has delivered higher annualized returns.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | EAOM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $3.0B | $8M |
| Since | 2008 | 2020 |
| Dividend yield | 2.12% | 2.84% |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +14.9% |
| CAGR 3Y | +17.5% | +10.3% |
| CAGR 5Y | +9.3% | +4.4% |
| Sharpe 3Y | 1.14 | 0.89 |
| Volatility 1Y | 10.68% | 6.47% |
| Max drawdown | -28.38% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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