EAOA vs EQRR

Comparison between ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF) and PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF).

5-Year PerformanceEQRR has outperformed EAOA, delivering a return of +14.0% compared to +8.2%

EAOA vs EQRR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOA(ETF)	EQRR(ETF)
Net Assets	$37M	$38M
Expense Ratio	0.18%	0.35%
Max Drawdown	26.52%	59.49%
Sharpe Ratio	1.24	1.92
5Y Beta	0.74	0.75
P/E Ratio	N/A	20.89
Forward P/E	N/A	14.05
PEG Ratio	N/A	0.64
5Y Dividends CAGR	15.93%	5.42%
5Y EPS CAGR	N/A	16.81%
Debt to Equity	N/A	-123.19%
P/S Ratio	N/A	1.92
P/B Ratio	N/A	3.03

Net Assets

EAOA

$37M

Winner

EQRR

$38M

Expense Ratio

Winner

EAOA

0.18%

EQRR

0.35%

Max Drawdown

Winner

EAOA

26.52%

EQRR

59.49%

Sharpe Ratio

EAOA

1.24

Winner

EQRR

1.92

5Y Beta

Winner

EAOA

0.74

EQRR

0.75

P/E Ratio

EAOA

N/A

EQRR

20.89

Forward P/E

EAOA

N/A

EQRR

14.05

PEG Ratio

EAOA

N/A

EQRR

0.64

5Y Dividends CAGR

Winner

EAOA

15.93%

EQRR

5.42%

5Y EPS CAGR

EAOA

N/A

EQRR

16.81%

Debt to Equity

EAOA

N/A

EQRR

-123.19%

P/S Ratio

EAOA

N/A

EQRR

1.92

P/B Ratio

EAOA

N/A

EQRR

3.03

EAOA vs EQRR - Holdings Comparison

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

EAOA's top 25 holdings weight is 99.90%. EQRR's top 25 holdings weight is 65.81%.

Rank	EAOA	EQRR
#1	ISHARES ESG AWARE MSCI USA ETF (ESGU) - 50.06%	MARATHON PETROLEUM CORP (MPC) - 3.05%
#2	ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 18.81%	OCCIDENTAL PETROLEUM CORP (OXY) - 3.00%
#3	ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.67%	VALERO ENERGY CORP (VLO) - 2.98%
#4	ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.30%	CONOCOPHILLIPS (COP) - 2.97%
#5	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 5.06%	EOG RESOURCES INC (EOG) - 2.95%
#6	N/A	CHEVRON CORP (CVX) - 2.95%
#7	N/A	DEVON ENERGY CORP (DVN) - 2.92%
#8	N/A	DIAMONDBACK ENERGY INC (FANG) - 2.91%
#9	N/A	HALLIBURTON CO (HAL) - 2.87%
#10	N/A	BAKER HUGHES CO CLASS A (BKR) - 2.80%
#11	N/A	ZSCALER INC (ZS) - 2.74%
#12	N/A	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.69%
#13	N/A	PALO ALTO NETWORKS INC (PANW) - 2.69%
#14	N/A	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.68%
#15	N/A	ALPHABET INC CLASS A (GOOGL) - 2.63%
#16	N/A	FORTINET INC (FTNT) - 2.54%
#17	N/A	NVIDIA CORP (NVDA) - 2.48%
#18	N/A	VERTIV HOLDINGS CO CLASS A (VRT) - 2.44%
#19	N/A	HP INC (HPQ) - 2.43%
#20	N/A	SYNOPSYS INC (SNPS) - 2.33%
#21	N/A	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22%
#22	N/A	AMERIPRISE FINANCIAL INC (AMP) - 2.17%
#23	N/A	RAYMOND JAMES FINANCIAL INC (RJF) - 2.16%
#24	N/A	ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.14%
#25	N/A	METLIFE INC (MET) - 2.07%
Total Holdings	5	51

EAOA vs EQRR - Historical Returns

Returns include dividend reinvestment.

Period	EAOA	EQRR
1 month	-0.64%	+0.15%
3 months	+4.96%	+10.56%
6 months	+7.82%	+23.71%
1 year	+18.78%	+37.06%
5 years(CAGR)	+8.24%	+14.01%
10 years(CAGR)	N/A	+10.39%
Max(CAGR)	+11.75%	+10.39%

EAOA

-0.64%

Winner

EQRR

+0.15%

EAOA

+4.96%

Winner

EQRR

+10.56%

EAOA

+7.82%

Winner

EQRR

+23.71%

EAOA

+18.78%

Winner

EQRR

+37.06%

5Y(CAGR)

EAOA

+8.24%

Winner

EQRR

+14.01%

10Y(CAGR)

EAOA

N/A

EQRR

+10.39%

Max(CAGR)

Winner

EAOA

+11.75%

EQRR

+10.39%

EAOA vs EQRR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EAOA	EQRR
2026	+9.02%	+25.64%
2025	+18.54%	+14.89%
2024	+14.72%	+7.29%
2023	+18.15%	+10.33%
2022	-18.03%	+0.60%
2021	+15.20%	+34.92%
2020	+19.78%	-10.19%
2019	N/A	+17.43%
2018	N/A	-19.25%
2017	N/A	+15.64%

EAOA vs EQRR Drawdown Comparison

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

The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

The current EAOA drawdown is -1.17%. The current EQRR drawdown is -0.71%.

Rank	EAOA	EQRR
#1	-25.07% Nov 8, 2021 - Mar 1, 2024	-57.93% Aug 29, 2018 - Apr 29, 2021
#2	-13.84% Feb 18, 2025 - May 19, 2025	-21.74% Jun 7, 2022 - Jan 13, 2023
#3	-8.17% Feb 25, 2026 - Apr 16, 2026	-18.78% Feb 7, 2023 - Jan 30, 2024
#4	-6.55% Sep 2, 2020 - Nov 9, 2020	-17.76% Nov 29, 2024 - Aug 22, 2025
#5	-6.34% Jul 16, 2024 - Aug 21, 2024	-11.78% Jun 8, 2021 - Oct 15, 2021
#6	-4.78% Mar 28, 2024 - May 14, 2024	-10.78% Apr 5, 2024 - Nov 18, 2024
#7	-4.53% Sep 3, 2021 - Nov 1, 2021	-10.78% Jan 26, 2018 - May 16, 2018
#8	-4.44% Dec 6, 2024 - Feb 13, 2025	-10.77% Mar 25, 2022 - Jun 7, 2022
#9	-4.37% Feb 16, 2021 - Apr 5, 2021	-9.30% Jan 12, 2022 - Feb 9, 2022
#10	-4.21% Oct 28, 2025 - Dec 10, 2025	-9.14% Nov 8, 2021 - Jan 4, 2022
#11	-3.81% Jun 2, 2026 - Jun 10, 2026	-8.94% Feb 9, 2022 - Mar 25, 2022
#12	-3.43% May 7, 2021 - Jun 1, 2021	-6.45% Jun 11, 2018 - Aug 29, 2018
#13	-3.13% Aug 30, 2024 - Sep 16, 2024	-6.22% Jul 25, 2017 - Sep 22, 2017
#14	-3.09% Jan 21, 2021 - Feb 5, 2021	-4.95% Nov 11, 2025 - Nov 28, 2025
#15	-2.70% Oct 14, 2024 - Nov 7, 2024	-4.18% Sep 26, 2025 - Nov 11, 2025

Correlation

Correlation between EAOA and EQRR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2017 - 2026)

EAOA vs EQRR dividend yield comparison.

Year	EAOA	EQRR
2026	0.94%	0.53%
2025	2.10%	1.70%
2024	2.09%	2.17%
2023	2.21%	2.77%
2022	1.93%	2.34%
2021	1.48%	1.71%
2020	1.12%	2.17%
2019	0.00%	2.05%
2018	0.00%	2.47%
2017	0.00%	0.69%

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EAOA vs EQRR

EAOA vs EQRR - Performance Comparison

Key Characteristics

EAOA vs EQRR - Holdings Comparison

EAOA vs EQRR - Historical Returns

EAOA vs EQRR - Annual Returns (2017 - 2026)

EAOA vs EQRR Drawdown Comparison

Correlation

Dividend Comparison (2017 - 2026)

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