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MFUL vs EAOA

Mindful Conservative ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

MFUL

Mindful Conservative ETF

Mohrfunds

Annual cost

1.48%

Fund size

$8M

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.18%

Fund size

$36M

Key differences

  • EAOA costs 1.30% less per year.
  • EAOA is significantly larger than MFUL — larger funds tend to be more liquid and less likely to close.
  • MFUL follows a active selection strategy; EAOA uses index tracking.
  • Over the last 3 years, EAOA has delivered higher annualized returns.

Side-by-side comparison

MFULEAOA
Annual cost (TER)1.48%0.18%
Fund size (AUM)$8M$36M
Since20212020
Dividend yield3.05%2.03%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.4%+24.4%
CAGR 3Y+4.7%+17.2%
CAGR 5YN/A+8.7%
Sharpe 3Y0.291.10
Volatility 1Y3.94%10.80%
Max drawdown-16.41%-25.06%

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

Similar to MFUL and EAOA