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EAOR vs EAOA

iShares ESG Aware 60/40 Balanced Allocation ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

EAOR

iShares ESG Aware 60/40 Balanced Allocation ETF

iShares

Annual cost

0.18%

Fund size

$32M

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.18%

Fund size

$36M

Key differences

  • EAOR follows a active selection strategy; EAOA uses index tracking.
  • Over the last 3 years, EAOA has delivered higher annualized returns.

Side-by-side comparison

EAOREAOA
Annual cost (TER)0.18%0.18%
Fund size (AUM)$32M$36M
Since20202020
Dividend yield2.41%2.03%
Asset classmixed assetmixed asset
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.7%+24.4%
CAGR 3Y+13.7%+17.2%
CAGR 5Y+6.5%+8.7%
Sharpe 3Y1.031.10
Volatility 1Y8.58%10.80%
Max drawdown-22.91%-25.06%

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

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