EAOMiShares ESG Aware 40/60 Moderate Allocation ETF

Diversifier#84 of 228 for Diversifier

Seeks to track the investment results of an index of equity and fixed income funds with positive ESG characteristics.

iShares · Since 2020 (5 years)

Annual Cost

0.18%

#725 out of 5,332 ETFs

Fund Size

$8M

#4605 out of 5,332 ETFs

Dividend Yield

2.92%

Track Record

5 years

#2169 out of 5,332 ETFs

Performance

1 Year

+14.9%

3 Years

+10.1%

5 Years

+4.0%

What's inside

Asset class

mixed asset

Region

north america

Strategy

active selection

Focus

ESG

Asset allocation

Bonds

59.6%

Stocks

39.7%

Cash

0.7%

Other

0.0%

Sector breakdown

Technology

27.9%

Financial Services

17.1%

Industrials

11.0%

Consumer Cyclical

9.6%

Healthcare

9.6%

Communication

7.8%

Consumer Defensive

4.8%

Energy

4.3%

Other

7.9%

Top holdings

iShares ESG U.S. Aggregate Bond ETFEAGG59.9%

iShares ESG Aware MSCI USA ETFESGU24.3%

iShares ESG Aware MSCI EAFE ETFESGD8.6%

iShares ESG Aware MSCI EM ETFESGE4.4%

iShares ESG Aware MSCI USA Small-Cap ETFESML2.6%

BlackRock Cash Funds Treasury SL AgencyXTSLA0.2%

Risk profile

Volatility (1Y)

6.3%

Moderate

Max drawdown

-20.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.88

Decent risk-adjusted returns

Sortino (3Y)

1.28

Good downside protection

Bond profile

Credit ratings

US Government

29.4%

AAA

100.0%

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