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EAOK vs AOR
iShares ESG Aware 30/70 Conservative Allocation ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR is significantly larger than EAOK — larger funds tend to be more liquid and less likely to close.
- EAOK follows a index tracking strategy; AOR uses active selection.
- Over the last 3 years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EAOK | AOR | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $9M | $3.5B |
| Since | 2020 | 2008 |
| Dividend yield | 3.16% | 2.53% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.5% | +19.8% |
| CAGR 3Y | +8.6% | +14.4% |
| CAGR 5Y | +3.3% | +7.1% |
| Sharpe 3Y | 0.78 | 1.11 |
| Volatility 1Y | 5.50% | 8.47% |
| Max drawdown | -19.91% | -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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