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EAOA vs EMXF

iShares ESG Aware 80/20 Aggressive Allocation ETF vs iShares ESG Advanced MSCI EM ETF

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

Annual cost

0.18%

Fund size

$37M

EMXF

iShares ESG Advanced MSCI EM ETF

Annual cost

0.16%

Fund size

$161M

Key differences

EAOA is a mixed asset ETF, while EMXF is an equity ETF. EAOA charges 0.18% a year and EMXF 0.16%.

  • EAOA is a mixed asset fund, while EMXF is an equity fund. They carry different risk/return profiles.
  • EAOA covers global markets; EMXF covers emerging markets.
  • EMXF is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EMXF has delivered higher annualized returns.

Side-by-side comparison

EAOAEMXF
Annual cost (TER)0.18%0.16%
Fund size (AUM)$37M$161M
Since20202020
Dividend yield1.95%2.78%
Asset classmixed assetequity
Regionglobalemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+22.1%+40.8%
CAGR 3Y+17.0%+21.1%
CAGR 5Y+8.3%+7.1%
Sharpe 3Y1.070.97
Volatility 1Y11.29%19.74%
Max drawdown-25.06%-33.13%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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