EAOA vs AOA

Comparison between ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).

5-Year PerformanceAOA has outperformed EAOA, delivering a return of +8.6% compared to +8.0%

EAOA vs AOA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOA(ETF)	AOA(ETF)
Net Assets	$36M	$3B
Expense Ratio	0.18%	0.15%
Max Drawdown	26.52%	28.38%
Sharpe Ratio	1.46	1.47
5Y Beta	0.74	0.72
5Y Dividends CAGR	24.02%	15.17%

Net Assets

EAOA

$36M

Winner

AOA

$3B

Expense Ratio

EAOA

0.18%

Winner

AOA

0.15%

Max Drawdown

Winner

EAOA

26.52%

AOA

28.38%

Sharpe Ratio

EAOA

1.46

Winner

AOA

1.47

5Y Beta

EAOA

0.74

Winner

AOA

0.72

5Y Dividends CAGR

Winner

EAOA

24.02%

AOA

15.17%

EAOA vs AOA - Holdings Comparison

EAOA and AOA have 0 common holdings. Overlap is 0.00%

EAOA's top 25 holdings weight is 99.84%. AOA's top 25 holdings weight is 99.83%.

Rank	EAOA	AOA
#1	ISHARES ESG AWARE MSCI USA ETF (ESGU) - 49.74%	ISHARES CORE S&P 500 ETF (IVV) - 45.58%
#2	ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 19.05%	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.55%
#3	ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.77%	ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.27%
#4	ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.38%	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.83%
#5	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 4.90%	ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.90%
#6	N/A	ISHARES CORE S&P MID-CAP ETF (IJH) - 2.50%
#7	N/A	ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.20%
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	5	7

EAOA vs AOA - Historical Returns

Returns include dividend reinvestment.

Period	EAOA	AOA
1 month	+1.12%	+0.78%
3 months	+6.32%	+5.61%
6 months	+7.72%	+7.81%
1 year	+21.51%	+21.61%
5 years(CAGR)	+8.01%	+8.62%
10 years(CAGR)	N/A	+10.25%
Max(CAGR)	+11.67%	+10.42%

Winner

EAOA

+1.12%

AOA

+0.78%

Winner

EAOA

+6.32%

AOA

+5.61%

EAOA

+7.72%

Winner

AOA

+7.81%

EAOA

+21.51%

Winner

AOA

+21.61%

5Y(CAGR)

EAOA

+8.01%

Winner

AOA

+8.62%

10Y(CAGR)

EAOA

N/A

AOA

+10.25%

Max(CAGR)

Winner

EAOA

+11.67%

AOA

+10.42%

EAOA vs AOA - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	EAOA	AOA
2026	+7.04%	+6.77%
2025	+18.54%	+19.99%
2024	+14.72%	+14.32%
2023	+18.15%	+18.04%
2022	-18.03%	-16.54%
2021	+15.20%	+15.99%
2020	+19.78%	+11.88%
2019	N/A	+22.58%
2018	N/A	-8.43%
2017	N/A	+19.48%
2016	N/A	+9.03%
2015	N/A	-0.97%
2014	N/A	+7.12%
2013	N/A	+20.51%
2012	N/A	+13.52%
2011	N/A	-2.65%
2010	N/A	+14.90%
2009	N/A	+23.86%
2008	N/A	-2.55%

EAOA vs AOA Drawdown Comparison

The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.

The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current EAOA drawdown is -2.96%. The current AOA drawdown is -2.83%.

Rank	EAOA	AOA
#1	-25.07% Nov 8, 2021 - Mar 1, 2024	-28.38% Feb 12, 2020 - Aug 24, 2020
#2	-13.84% Feb 18, 2025 - May 19, 2025	-24.37% Nov 11, 2008 - May 6, 2009
#3	-8.17% Feb 25, 2026 - Apr 16, 2026	-23.62% Jan 4, 2022 - Feb 7, 2024
#4	-6.55% Sep 2, 2020 - Nov 9, 2020	-20.16% Apr 29, 2011 - Mar 13, 2012
#5	-6.34% Jul 16, 2024 - Aug 21, 2024	-16.11% Jan 26, 2018 - Jul 2, 2019
#6	-4.78% Mar 28, 2024 - May 14, 2024	-15.03% May 21, 2015 - Aug 11, 2016
#7	-4.53% Sep 3, 2021 - Nov 1, 2021	-13.98% Apr 14, 2010 - Oct 13, 2010
#8	-4.44% Dec 6, 2024 - Feb 13, 2025	-12.94% Feb 18, 2025 - May 15, 2025
#9	-4.37% Feb 16, 2021 - Apr 5, 2021	-9.16% Apr 2, 2012 - Sep 6, 2012
#10	-4.21% Oct 28, 2025 - Dec 10, 2025	-8.35% Jan 14, 2010 - Mar 9, 2010
#11	-3.43% May 7, 2021 - Jun 1, 2021	-8.20% Feb 25, 2026 - Apr 17, 2026
#12	-3.13% Aug 30, 2024 - Sep 16, 2024	-7.36% Sep 5, 2014 - Nov 24, 2014
#13	-3.09% Jan 21, 2021 - Feb 5, 2021	-6.88% Jun 2, 2009 - Jul 20, 2009
#14	-2.96% Jun 2, 2026 - Jun 5, 2026	-6.58% May 21, 2013 - Jul 22, 2013
#15	-2.70% Oct 14, 2024 - Nov 7, 2024	-6.25% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between EAOA and AOA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2008 - 2026)

EAOA vs AOA dividend yield comparison.

Year	EAOA	AOA
2026	0.31%	0.29%
2025	2.10%	2.18%
2024	2.09%	2.30%
2023	2.21%	2.22%
2022	1.93%	2.10%
2021	1.48%	1.67%
2020	1.12%	1.71%
2019	0.00%	2.50%
2018	0.00%	2.37%
2017	0.00%	5.09%
2016	0.00%	2.26%
2015	0.00%	2.15%
2014	0.00%	2.18%
2013	0.00%	1.84%
2012	0.00%	2.18%
2011	0.00%	2.21%
2010	0.00%	1.63%
2009	0.00%	2.04%
2008	0.00%	0.71%

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EAOA vs AOA

EAOA vs AOA - Performance Comparison

Key Characteristics

EAOA vs AOA - Holdings Comparison

EAOA vs AOA - Historical Returns

EAOA vs AOA - Annual Returns (2008 - 2026)

EAOA vs AOA Drawdown Comparison

Correlation

Dividend Comparison (2008 - 2026)

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