BNKU vs EAOR
Comparison between Bank of Montreal (BNKU, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).
5-Year PerformanceEAOR has outperformed BNKU, delivering a return of +6.0% compared to -10.4%
BNKU vs EAOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BNKU vs EAOR - Historical Returns
Returns include dividend reinvestment.
BNKU vs EAOR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BNKU | EAOR |
|---|---|---|
| 2026 | +0.46% | +5.24% |
| 2025 | +46.04% | +15.80% |
| 2024 | +44.52% | +11.50% |
| 2023 | -7.85% | +14.73% |
| 2022 | -57.27% | -16.69% |
| 2021 | +120.87% | +11.02% |
| 2020 | -68.69% | +15.00% |
| 2019 | +55.40% | N/A |
BNKU vs EAOR Drawdown Comparison
The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The current BNKU drawdown is -56.10%. The current EAOR drawdown is -2.45%.
| Rank | BNKU | EAOR |
|---|---|---|
| #1 | -91.10% Jan 2, 2020 - Mar 23, 2020 | -22.91% Nov 8, 2021 - May 15, 2024 |
| #2 | -35.57% Jul 26, 2019 - Oct 25, 2019 | -10.28% Feb 19, 2025 - May 16, 2025 |
| #3 | -28.32% May 3, 2019 - Jul 24, 2019 | -6.62% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -8.07% Nov 27, 2019 - Dec 6, 2019 | -5.23% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -4.47% Oct 29, 2019 - Nov 1, 2019 | -4.42% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -4.22% Nov 8, 2019 - Nov 21, 2019 | -4.20% Dec 6, 2024 - Feb 14, 2025 |
| #7 | -3.87% Apr 4, 2019 - Apr 12, 2019 | -3.79% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -3.36% Apr 12, 2019 - Apr 16, 2019 | -3.60% Sep 3, 2021 - Nov 2, 2021 |
| #9 | -3.09% Apr 29, 2019 - May 3, 2019 | -3.33% Oct 28, 2025 - Dec 11, 2025 |
| #10 | -2.90% Apr 17, 2019 - Apr 29, 2019 | -2.76% May 7, 2021 - Jun 1, 2021 |
| #11 | -2.75% Jul 24, 2019 - Jul 26, 2019 | -2.45% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -2.72% Dec 17, 2019 - Dec 26, 2019 | -2.43% Sep 26, 2024 - Nov 29, 2024 |
| #13 | -2.71% Dec 12, 2019 - Dec 17, 2019 | -2.38% Jan 21, 2021 - Feb 5, 2021 |
| #14 | -2.21% Dec 26, 2019 - Jan 2, 2020 | -2.23% Aug 23, 2024 - Sep 13, 2024 |
| #15 | -1.74% Dec 6, 2019 - Dec 12, 2019 | -1.97% Jun 23, 2020 - Jul 2, 2020 |
Correlation
Correlation between BNKU and EAOR is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
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