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IEFA vs EAOA

iShares Core MSCI EAFE ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

IEFA

iShares Core MSCI EAFE ETF

Annual cost

0.07%

Fund size

$186.6B

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

Annual cost

0.18%

Fund size

$37M

Key differences

IEFA is an equity ETF, while EAOA is a mixed asset ETF. IEFA charges 0.07% a year and EAOA 0.18%.

  • IEFA is an equity fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
  • IEFA covers global markets excluding the US; EAOA covers global markets.
  • IEFA costs 0.11% less per year.
  • IEFA is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
  • IEFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEFAEAOA
Annual cost (TER)0.07%0.18%
Fund size (AUM)$186.6B$37M
Since20122020
Dividend yield3.24%1.95%
Asset classequitymixed asset
Regionglobal ex usglobal
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+22.1%
CAGR 3Y+17.2%+17.0%
CAGR 5Y+8.1%+8.3%
Sharpe 3Y0.891.07
Volatility 1Y15.54%11.29%
Max drawdown-34.79%-25.06%

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

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