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EAOA vs EAGG

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

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.18%

Fund size

$36M

EAGG

iShares ESG U.S. Aggregate Bond ETF

iShares

Annual cost

0.10%

Fund size

$4.7B

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.
  • EAOA is classified as mixed asset, while EAGG is fixed income — different risk/return profiles.
  • Over the last 3 years, EAOA has delivered higher annualized returns.

Side-by-side comparison

EAOAEAGG
Annual cost (TER)0.18%0.10%
Fund size (AUM)$36M$4.7B
Since20202018
Dividend yield2.03%3.97%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.4%+5.6%
CAGR 3Y+17.2%+3.5%
CAGR 5Y+8.7%+0.0%
Sharpe 3Y1.100.02
Volatility 1Y10.80%3.83%
Max drawdown-25.06%-18.74%

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

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