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EAOM vs SUSB

iShares ESG Aware 40/60 Moderate Allocation ETF vs iShares ESG 1-5 Year USD Corporate Bond ETF

EAOM

iShares ESG Aware 40/60 Moderate Allocation ETF

iShares

Annual cost

0.18%

Fund size

$8M

SUSB

iShares ESG 1-5 Year USD Corporate Bond ETF

iShares

Annual cost

0.12%

Fund size

$1.1B

Key differences

  • SUSB costs 0.06% less per year.
  • SUSB is significantly larger than EAOM — larger funds tend to be more liquid and less likely to close.
  • EAOM is classified as mixed asset, while SUSB is fixed income — different risk/return profiles.
  • EAOM follows a active selection strategy; SUSB uses index tracking.
  • Over the last 3 years, EAOM has delivered higher annualized returns.

Side-by-side comparison

EAOMSUSB
Annual cost (TER)0.18%0.12%
Fund size (AUM)$8M$1.1B
Since20202017
Dividend yield2.84%4.49%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+14.9%+4.8%
CAGR 3Y+10.3%+5.3%
CAGR 5Y+4.4%+2.2%
Sharpe 3Y0.890.64
Volatility 1Y6.47%1.94%
Max drawdown-20.73%-13.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EAOM and SUSB