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AOR vs EAOA
iShares Core 60/40 Balanced Allocation ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF
Key differences
- AOR is significantly larger than EAOA — larger funds tend to be more liquid and less likely to close.
- AOR follows a active selection strategy; EAOA uses index tracking.
- Over the last 3 years, EAOA has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | EAOA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $3.5B | $36M |
| Since | 2008 | 2020 |
| Dividend yield | 2.53% | 2.03% |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.8% | +24.4% |
| CAGR 3Y | +14.4% | +17.2% |
| CAGR 5Y | +7.1% | +8.7% |
| Sharpe 3Y | 1.11 | 1.10 |
| Volatility 1Y | 8.47% | 10.80% |
| Max drawdown | -22.95% | -25.06% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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