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EAOA vs EAOM
iShares ESG Aware 80/20 Aggressive Allocation ETF vs iShares ESG Aware 40/60 Moderate Allocation ETF
Key differences
- EAOA is significantly larger than EAOM — larger funds tend to be more liquid and less likely to close.
- EAOA follows a index tracking strategy; EAOM uses active selection.
- Over the last 3 years, EAOA has delivered higher annualized returns.
Side-by-side comparison
| EAOA | EAOM | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $36M | $8M |
| Since | 2020 | 2020 |
| Dividend yield | 2.03% | 2.84% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.4% | +14.9% |
| CAGR 3Y | +17.2% | +10.3% |
| CAGR 5Y | +8.7% | +4.4% |
| Sharpe 3Y | 1.10 | 0.89 |
| Volatility 1Y | 10.80% | 6.47% |
| Max drawdown | -25.06% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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