EAOK vs UTWY
Comparison between ISHARES ESG AWARE 30/70 CONSERVATIVE ALLOCATION ETF (EAOK, ETF) and F/M US TREASURY 20 YEAR BOND ETF (UTWY, ETF).
EAOK vs UTWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAOK
$8.50M
UTWY
$8.50M
Expense Ratio
EAOK
0.18%
Winner
UTWY
0.15%
Max Drawdown
EAOK
21.40%
Winner
UTWY
19.94%
Sharpe Ratio
Winner
EAOK
0.92
UTWY
-0.12
5Y Beta
EAOK
0.30
Winner
UTWY
0.05
5Y Dividends CAGR
EAOK
18.68%
UTWY
N/A
EAOK vs UTWY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EAOK
-0.56%
UTWY
-1.84%
3M
Winner
EAOK
+1.41%
UTWY
-1.98%
6M
Winner
EAOK
+2.77%
UTWY
-1.78%
1Y
Winner
EAOK
+9.05%
UTWY
+1.83%
5Y(CAGR)
EAOK
+2.88%
UTWY
N/A
Max(CAGR)
Winner
EAOK
+4.24%
UTWY
-1.22%
EAOK vs UTWY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EAOK | UTWY |
|---|---|---|
| 2026 | +3.26% | -1.73% |
| 2025 | +11.50% | +4.80% |
| 2024 | +6.46% | -4.49% |
| 2023 | +9.74% | -1.81% |
| 2022 | -14.64% | N/A |
| 2021 | +4.62% | N/A |
| 2020 | +8.00% | N/A |
EAOK vs UTWY Drawdown Comparison
The maximum drawdown for EAOK was -19.92%, occurring on Oct 20, 2022. Recovery took 714 trading sessions.
The maximum drawdown for UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 362 trading sessions.
The current EAOK drawdown is -0.87%. The current UTWY drawdown is -7.19%.
| Rank | EAOK | UTWY |
|---|---|---|
| #1 | -19.92% Nov 9, 2021 - Sep 13, 2024 | -18.18% Apr 6, 2023 - Sep 16, 2024 |
| #2 | -5.30% Dec 6, 2024 - May 16, 2025 | -11.88% Sep 16, 2024 - Jan 14, 2025 |
| #3 | -4.43% Feb 27, 2026 - Apr 17, 2026 | -0.18% Mar 28, 2023 - Mar 30, 2023 |
| #4 | -3.24% Sep 2, 2020 - Nov 13, 2020 | N/A |
| #5 | -2.83% Feb 12, 2021 - Apr 15, 2021 | N/A |
| #6 | -2.73% Sep 27, 2024 - Dec 6, 2024 | N/A |
| #7 | -2.41% Sep 2, 2021 - Nov 5, 2021 | N/A |
| #8 | -2.05% Oct 28, 2025 - Dec 24, 2025 | N/A |
| #9 | -1.74% Jun 2, 2026 - Jul 6, 2026 | N/A |
| #10 | -1.74% May 7, 2021 - Jun 1, 2021 | N/A |
| #11 | -1.57% May 6, 2026 - May 26, 2026 | N/A |
| #12 | -1.30% Jan 25, 2021 - Feb 8, 2021 | N/A |
| #13 | -1.12% Jul 6, 2026 - Jul 20, 2026 | N/A |
| #14 | -0.95% Jan 15, 2026 - Jan 26, 2026 | N/A |
| #15 | -0.94% Apr 17, 2026 - May 6, 2026 | N/A |
Correlation
Correlation between EAOK and UTWY is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2020 - 2026)
EAOK vs UTWY dividend yield comparison.
| Year | EAOK | UTWY |
|---|---|---|
| 2026 | 1.54% | 2.38% |
| 2025 | 3.18% | 4.62% |
| 2024 | 3.15% | 4.56% |
| 2023 | 2.80% | 2.94% |
| 2022 | 2.27% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 1.00% | 0.00% |
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