Screener
EAGG vs EAOR
iShares ESG U.S. Aggregate Bond ETF vs iShares ESG Aware 60/40 Balanced Allocation ETF
Key differences
- EAGG costs 0.08% less per year.
- EAGG is significantly larger than EAOR — larger funds tend to be more liquid and less likely to close.
- EAGG is classified as fixed income, while EAOR is mixed asset — different risk/return profiles.
- EAGG follows a index tracking strategy; EAOR uses active selection.
- Over the last 3 years, EAOR has delivered higher annualized returns.
Side-by-side comparison
| EAGG | EAOR | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.18% |
| Fund size (AUM) | $4.7B | $32M |
| Since | 2018 | 2020 |
| Dividend yield | 3.97% | 2.41% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.6% | +19.7% |
| CAGR 3Y | +3.5% | +13.7% |
| CAGR 5Y | +0.0% | +6.5% |
| Sharpe 3Y | 0.02 | 1.03 |
| Volatility 1Y | 3.83% | 8.58% |
| Max drawdown | -18.74% | -22.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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