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