Screener
EAOM vs EAGG
iShares ESG Aware 40/60 Moderate Allocation ETF vs iShares ESG U.S. Aggregate Bond ETF
Key differences
- EAGG costs 0.08% less per year.
- EAGG is significantly larger than EAOM — larger funds tend to be more liquid and less likely to close.
- EAOM is classified as mixed asset, while EAGG is fixed income — different risk/return profiles.
- EAOM follows a active selection strategy; EAGG uses index tracking.
- Over the last 3 years, EAOM has delivered higher annualized returns.
Side-by-side comparison
| EAOM | EAGG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.10% |
| Fund size (AUM) | $8M | $4.7B |
| Since | 2020 | 2018 |
| Dividend yield | 2.84% | 3.97% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.9% | +5.6% |
| CAGR 3Y | +10.3% | +3.5% |
| CAGR 5Y | +4.4% | +0.0% |
| Sharpe 3Y | 0.89 | 0.02 |
| Volatility 1Y | 6.47% | 3.83% |
| Max drawdown | -20.73% | -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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