EAOA vs DWMF
Comparison between ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF) and WISDOMTREE INTERNATIONAL MULTIFACTOR FUND (DWMF, ETF).
5-Year PerformanceDWMF has outperformed EAOA, delivering a return of +8.7% compared to +8.2%
EAOA vs DWMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EAOA vs DWMF - Holdings Comparison
EAOA and DWMF have 0 common holdings. Overlap is 0.00%
EAOA's top 25 holdings weight is 99.75%. DWMF's top 25 holdings weight is 24.54%.
| Rank | EAOA | DWMF |
|---|---|---|
| #1 | ISHARES ESG AWARE MSCI USA ETF (ESGU) - 49.74% | SEA LTD ADR (SE) - 1.34% |
| #2 | ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 18.75% | ADMIRAL GROUP PLC (n/a) - 1.33% |
| #3 | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.52% | ZURICH INSURANCE GROUP AG (n/a) - 1.24% |
| #4 | ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.83% | LEG IMMOBILIEN SE (n/a) - 1.21% |
| #5 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 4.91% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.20% |
| #6 | N/A | SUNCORP GROUP LTD (n/a) - 1.20% |
| #7 | N/A | CREDIT AGRICOLE SA (n/a) - 1.12% |
| #8 | N/A | EURONEXT NV (n/a) - 1.10% |
| #9 | N/A | BOC HONG KONG HOLDINGS LTD (n/a) - 1.09% |
| #10 | N/A | MAPFRE SA (n/a) - 1.01% |
| #11 | N/A | DNB BANK ASA (n/a) - 0.98% |
| #12 | N/A | QBE INSURANCE GROUP LTD (n/a) - 0.96% |
| #13 | N/A | BANK LEUMI LE-ISRAEL BM (n/a) - 0.96% |
| #14 | N/A | TALANX AG (n/a) - 0.93% |
| #15 | N/A | MS&AD INSURANCE GROUP HOLDINGS INC (n/a) - 0.92% |
| #16 | N/A | AIB GROUP PLC (n/a) - 0.89% |
| #17 | N/A | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.88% |
| #18 | N/A | ASX LTD (n/a) - 0.86% |
| #19 | N/A | n/a (n/a) - 0.85% |
| #20 | N/A | KONINKLIJKE KPN NV (n/a) - 0.80% |
| #21 | N/A | SBI HOLDINGS INC (n/a) - 0.79% |
| #22 | N/A | WARTSILA CORP (n/a) - 0.75% |
| #23 | N/A | TELIA COMPANY AB (n/a) - 0.72% |
| #24 | N/A | KLEPIERRE (n/a) - 0.71% |
| #25 | N/A | AERCAP HOLDINGS NV (AER) - 0.70% |
| Total Holdings | 5 | 202 |
EAOA vs DWMF - Historical Returns
Returns include dividend reinvestment.
EAOA vs DWMF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | EAOA | DWMF |
|---|---|---|
| 2026 | +8.61% | +4.64% |
| 2025 | +18.54% | +24.60% |
| 2024 | +14.72% | +10.72% |
| 2023 | +18.15% | +9.91% |
| 2022 | -18.03% | -7.71% |
| 2021 | +15.20% | +10.27% |
| 2020 | +19.78% | -1.96% |
| 2019 | N/A | +16.17% |
| 2018 | N/A | -7.30% |
EAOA vs DWMF Drawdown Comparison
The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.
The maximum drawdown for DWMF was -29.72%, occurring on Mar 16, 2020. Recovery took 283 trading sessions.
The current EAOA drawdown is -1.54%. The current DWMF drawdown is -3.73%.
| Rank | EAOA | DWMF |
|---|---|---|
| #1 | -25.07% Nov 8, 2021 - Mar 1, 2024 | -29.72% Feb 19, 2020 - Apr 5, 2021 |
| #2 | -13.84% Feb 18, 2025 - May 19, 2025 | -17.02% Sep 7, 2021 - Apr 13, 2023 |
| #3 | -8.17% Feb 25, 2026 - Apr 16, 2026 | -10.27% Sep 28, 2018 - Mar 18, 2019 |
| #4 | -6.55% Sep 2, 2020 - Nov 9, 2020 | -8.74% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -6.34% Jul 16, 2024 - Aug 21, 2024 | -7.74% Mar 27, 2025 - Apr 16, 2025 |
| #6 | -4.78% Mar 28, 2024 - May 14, 2024 | -7.21% Jul 3, 2019 - Oct 30, 2019 |
| #7 | -4.53% Sep 3, 2021 - Nov 1, 2021 | -5.70% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -4.44% Dec 6, 2024 - Feb 13, 2025 | -5.19% Sep 26, 2024 - Feb 12, 2025 |
| #9 | -4.37% Feb 16, 2021 - Apr 5, 2021 | -4.93% Jul 31, 2024 - Aug 16, 2024 |
| #10 | -4.21% Oct 28, 2025 - Dec 10, 2025 | -4.81% Apr 29, 2019 - Jul 3, 2019 |
| #11 | -3.81% Jun 2, 2026 - Jun 10, 2026 | -4.50% Apr 28, 2023 - Jul 28, 2023 |
| #12 | -3.43% May 7, 2021 - Jun 1, 2021 | -3.86% Nov 12, 2025 - Dec 18, 2025 |
| #13 | -3.13% Aug 30, 2024 - Sep 16, 2024 | -3.32% Aug 22, 2025 - Nov 11, 2025 |
| #14 | -3.09% Jan 21, 2021 - Feb 5, 2021 | -3.16% Mar 27, 2024 - May 7, 2024 |
| #15 | -2.70% Oct 14, 2024 - Nov 7, 2024 | -2.91% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between EAOA and DWMF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
EAOA vs DWMF dividend yield comparison.
| Year | EAOA | DWMF |
|---|---|---|
| 2026 | 0.31% | 0.31% |
| 2025 | 2.10% | 2.80% |
| 2024 | 2.09% | 3.50% |
| 2023 | 2.21% | 4.01% |
| 2022 | 1.93% | 3.41% |
| 2021 | 1.48% | 3.54% |
| 2020 | 1.12% | 2.06% |
| 2019 | 0.00% | 2.77% |
| 2018 | 0.00% | 1.15% |
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