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MFUL vs EAOM

Mindful Conservative ETF vs iShares ESG Aware 40/60 Moderate Allocation ETF

MFUL

Mindful Conservative ETF

Mohrfunds

Annual cost

1.48%

Fund size

$8M

EAOM

iShares ESG Aware 40/60 Moderate Allocation ETF

iShares

Annual cost

0.18%

Fund size

$8M

Key differences

  • EAOM costs 1.30% less per year.
  • Over the last 3 years, EAOM has delivered higher annualized returns.

Side-by-side comparison

MFULEAOM
Annual cost (TER)1.48%0.18%
Fund size (AUM)$8M$8M
Since20212020
Dividend yield3.05%2.84%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.4%+14.9%
CAGR 3Y+4.7%+10.3%
CAGR 5YN/A+4.4%
Sharpe 3Y0.290.89
Volatility 1Y3.94%6.47%
Max drawdown-16.41%-20.73%

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

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