EAOA vs WEEL
Comparison between ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF) and PEERLESS OPTION INCOME WHEEL ETF (WEEL, ETF).
EAOA vs WEEL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EAOA vs WEEL - Holdings Comparison
EAOA and WEEL have 0 common holdings. Overlap is 0.00%
EAOA's top 25 holdings weight is 99.75%. WEEL's top 25 holdings weight is 71.27%.
| Rank | EAOA | WEEL |
|---|---|---|
| #1 | ISHARES ESG AWARE MSCI USA ETF (ESGU) - 49.74% | STATE STREET® SPDR® S&PRGNLLBKGETF (KRE) - 10.64% |
| #2 | ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 18.75% | OTHER ASSETS AND LIABILITIES (n/a) - 9.34% |
| #3 | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.52% | ARK INNOVATION ETF (ARKK) - 7.91% |
| #4 | ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.83% | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 4.78% |
| #5 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 4.91% | VANECK GOLD MINERS ETF (GDX) - 4.69% |
| #6 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.68% |
| #7 | N/A | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 4.58% |
| #8 | N/A | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.43% |
| #9 | N/A | INVESCO QQQ TRUST (QQQ) - 4.05% |
| #10 | N/A | KRANESHARES CSI CHINA INTERNET ETF (KWEB) - 3.19% |
| #11 | N/A | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 2.89% |
| #12 | N/A | ISHARES US REAL ESTATE ETF (IYR) - 2.21% |
| #13 | N/A | ISHARES US HOME CONSTRUCTION ETF (ITB) - 2.08% |
| #14 | N/A | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 2.02% |
| #15 | N/A | ISHARES SILVER TRUST (SLV) - 1.47% |
| #16 | N/A | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.28% |
| #17 | N/A | IPATH® B S&P 500® VIX S/T FUTS„¢ ETN (VXX) - 0.57% |
| #18 | N/A | CASH OFFSET (n/a) - 0.49% |
| #19 | N/A | IWM US 05/22/26 P266 (n/a) - 0.00% |
| #20 | N/A | ISHARES RUSSELL 2000 ETF (IWM) - 0.00% |
| #21 | N/A | XLE US 05/22/26 P57 (n/a) - 0.00% |
| #22 | N/A | VXX US 05/22/26 C31 (n/a) - 0.00% |
| #23 | N/A | SMH US 05/22/26 P500 (n/a) - -0.01% |
| #24 | N/A | IGV US 05/22/26 P87 (n/a) - -0.01% |
| #25 | N/A | XLE US 05/22/26 C60.5 (n/a) - -0.01% |
| Total Holdings | 5 | 40 |
EAOA vs WEEL - Historical Returns
Returns include dividend reinvestment.
EAOA vs WEEL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EAOA | WEEL |
|---|---|---|
| 2026 | +8.61% | +4.72% |
| 2025 | +18.54% | +17.60% |
| 2024 | +14.72% | +3.36% |
| 2023 | +18.15% | N/A |
| 2022 | -18.03% | N/A |
| 2021 | +15.20% | N/A |
| 2020 | +19.78% | N/A |
EAOA vs WEEL Drawdown Comparison
The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.
The maximum drawdown for WEEL was -17.43%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The current EAOA drawdown is -1.54%. The current WEEL drawdown is -0.70%.
| Rank | EAOA | WEEL |
|---|---|---|
| #1 | -25.07% Nov 8, 2021 - Mar 1, 2024 | -17.43% Feb 10, 2025 - Jun 23, 2025 |
| #2 | -13.84% Feb 18, 2025 - May 19, 2025 | -4.83% Jul 15, 2024 - Aug 23, 2024 |
| #3 | -8.17% Feb 25, 2026 - Apr 16, 2026 | -4.61% Dec 3, 2024 - Jan 21, 2025 |
| #4 | -6.55% Sep 2, 2020 - Nov 9, 2020 | -4.56% Feb 25, 2026 - Apr 13, 2026 |
| #5 | -6.34% Jul 16, 2024 - Aug 21, 2024 | -2.67% Nov 11, 2025 - Nov 25, 2025 |
| #6 | -4.78% Mar 28, 2024 - May 14, 2024 | -2.46% Jan 22, 2026 - Feb 20, 2026 |
| #7 | -4.53% Sep 3, 2021 - Nov 1, 2021 | -2.36% Aug 23, 2024 - Sep 13, 2024 |
| #8 | -4.44% Dec 6, 2024 - Feb 13, 2025 | -2.31% Jun 4, 2026 - Jun 10, 2026 |
| #9 | -4.37% Feb 16, 2021 - Apr 5, 2021 | -1.71% Nov 7, 2024 - Nov 25, 2024 |
| #10 | -4.21% Oct 28, 2025 - Dec 10, 2025 | -1.58% Apr 17, 2026 - May 11, 2026 |
| #11 | -3.81% Jun 2, 2026 - Jun 10, 2026 | -1.56% May 11, 2026 - May 26, 2026 |
| #12 | -3.43% May 7, 2021 - Jun 1, 2021 | -1.45% Oct 8, 2025 - Oct 14, 2025 |
| #13 | -3.13% Aug 30, 2024 - Sep 16, 2024 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #14 | -3.09% Jan 21, 2021 - Feb 5, 2021 | -1.38% Jul 25, 2025 - Aug 5, 2025 |
| #15 | -2.70% Oct 14, 2024 - Nov 7, 2024 | -1.27% Dec 5, 2025 - Dec 31, 2025 |
Correlation
Correlation between EAOA and WEEL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
EAOA vs WEEL dividend yield comparison.
| Year | EAOA | WEEL |
|---|---|---|
| 2026 | 0.31% | 2.94% |
| 2025 | 2.10% | 12.72% |
| 2024 | 2.09% | 6.88% |
| 2023 | 2.21% | 0.00% |
| 2022 | 1.93% | 0.00% |
| 2021 | 1.48% | 0.00% |
| 2020 | 1.12% | 0.00% |
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