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EAGG vs EAOA

iShares ESG U.S. Aggregate Bond ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

EAGG

iShares ESG U.S. Aggregate Bond ETF

iShares

Annual cost

0.10%

Fund size

$4.7B

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.18%

Fund size

$36M

Key differences

  • EAGG costs 0.08% less per year.
  • EAGG is significantly larger than EAOA — larger funds tend to be more liquid and less likely to close.
  • EAGG is classified as fixed income, while EAOA is mixed asset — different risk/return profiles.
  • Over the last 3 years, EAOA has delivered higher annualized returns.

Side-by-side comparison

EAGGEAOA
Annual cost (TER)0.10%0.18%
Fund size (AUM)$4.7B$36M
Since20182020
Dividend yield3.97%2.03%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.6%+24.4%
CAGR 3Y+3.5%+17.2%
CAGR 5Y+0.0%+8.7%
Sharpe 3Y0.021.10
Volatility 1Y3.83%10.80%
Max drawdown-18.74%-25.06%

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

Similar to EAGG and EAOA