Screener
ISMF vs EAOA
iShares Managed Futures Active ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF
Key differences
ISMF is an alternative ETF, while EAOA is a mixed asset ETF. ISMF charges 0.80% a year and EAOA 0.18%.
- ISMF is an alternative fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
- ISMF follows a managed futures strategy; EAOA uses index tracking.
- EAOA costs 0.62% less per year.
- EAOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMF | EAOA | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.18% |
| Fund size (AUM) | $59M | $37M |
| Since | 2025 | 2020 |
| Dividend yield | 2.49% | 1.95% |
| Asset class | alternative | mixed asset |
| Region | global | global |
| Strategy | managed futures | index tracking |
| CAGR 1Y | +21.6% | +22.1% |
| CAGR 3Y | N/A | +17.0% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 8.02% | 11.29% |
| Max drawdown | -4.23% | -25.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.