Screener
EAOR vs EAGG
iShares ESG Aware 60/40 Balanced Allocation ETF vs iShares ESG U.S. Aggregate Bond ETF
Key differences
- EAGG costs 0.08% less per year.
- EAGG is significantly larger than EAOR — larger funds tend to be more liquid and less likely to close.
- EAOR is classified as mixed asset, while EAGG is fixed income — different risk/return profiles.
- EAOR follows a active selection strategy; EAGG uses index tracking.
- Over the last 3 years, EAOR has delivered higher annualized returns.
Side-by-side comparison
| EAOR | EAGG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.10% |
| Fund size (AUM) | $32M | $4.7B |
| Since | 2020 | 2018 |
| Dividend yield | 2.41% | 3.97% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.7% | +5.6% |
| CAGR 3Y | +13.7% | +3.5% |
| CAGR 5Y | +6.5% | +0.0% |
| Sharpe 3Y | 1.03 | 0.02 |
| Volatility 1Y | 8.58% | 3.83% |
| Max drawdown | -22.91% | -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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