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EAOA vs AOM

iShares ESG Aware 80/20 Aggressive Allocation ETF vs iShares Core 40/60 Moderate Allocation ETF

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.18%

Fund size

$36M

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • AOM is significantly larger than EAOA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EAOA has delivered higher annualized returns.
  • AOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EAOAAOM
Annual cost (TER)0.18%0.15%
Fund size (AUM)$36M$1.7B
Since20202008
Dividend yield2.03%3.04%
Asset classmixed assetmixed asset
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.4%+15.2%
CAGR 3Y+17.2%+10.8%
CAGR 5Y+8.7%+4.9%
Sharpe 3Y1.100.96
Volatility 1Y10.80%6.55%
Max drawdown-25.06%-19.96%

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

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