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EFAA vs EAOA

Invesco MSCI EAFE Income Advantage ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

EFAA

Invesco MSCI EAFE Income Advantage ETF

Annual cost

0.39%

Fund size

$505M

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

Annual cost

0.18%

Fund size

$37M

Key differences

EFAA is an alternative ETF, while EAOA is a mixed asset ETF. EFAA charges 0.39% a year and EAOA 0.18%.

  • EFAA is an alternative fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
  • EFAA covers global markets excluding the US; EAOA covers global markets.
  • EAOA costs 0.21% less per year.
  • EFAA is much larger than EAOA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EFAAEAOA
Annual cost (TER)0.39%0.18%
Fund size (AUM)$505M$37M
Since20242020
Dividend yield8.11%1.95%
Asset classalternativemixed asset
Regionglobal ex usglobal
Strategyindex trackingindex tracking
CAGR 1Y+18.6%+22.1%
CAGR 3YN/A+17.0%
CAGR 5YN/A+8.3%
Sharpe 3YN/A1.07
Volatility 1Y12.46%11.29%
Max drawdown-11.97%-25.06%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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