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EAOK vs EAOR
iShares ESG Aware 30/70 Conservative Allocation ETF vs iShares ESG Aware 60/40 Balanced Allocation ETF
Key differences
- EAOR is significantly larger than EAOK — larger funds tend to be more liquid and less likely to close.
- EAOK follows a index tracking strategy; EAOR uses active selection.
- Over the last 3 years, EAOR has delivered higher annualized returns.
Side-by-side comparison
| EAOK | EAOR | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $9M | $32M |
| Since | 2020 | 2020 |
| Dividend yield | 3.16% | 2.41% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.5% | +19.7% |
| CAGR 3Y | +8.6% | +13.7% |
| CAGR 5Y | +3.3% | +6.5% |
| Sharpe 3Y | 0.78 | 1.03 |
| Volatility 1Y | 5.50% | 8.58% |
| Max drawdown | -19.91% | -22.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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