EAOM vs HOLD

Comparison between ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF (EAOM, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).

5-Year PerformanceEAOM has outperformed HOLD, delivering a return of +4.1% compared to -18.1%

EAOM vs HOLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOM(ETF)	HOLD(ETF)
Net Assets	$8.60M	$8.60M
Expense Ratio	0.18%	N/A
Max Drawdown	22.10%	70.46%
Sharpe Ratio	1.35	-0.77
5Y Beta	0.39	0.78
5Y Dividends CAGR	29.85%	7.97%

Net Assets

EAOM

$8.60M

HOLD

$8.60M

Expense Ratio

EAOM

0.18%

HOLD

N/A

Max Drawdown

Winner

EAOM

22.10%

HOLD

70.46%

Sharpe Ratio

Winner

EAOM

1.35

HOLD

-0.77

5Y Beta

Winner

EAOM

0.39

HOLD

0.78

5Y Dividends CAGR

Winner

EAOM

29.85%

HOLD

7.97%

EAOM vs HOLD - Historical Returns

Returns include dividend reinvestment.

Period	EAOM	HOLD
1 month	+0.98%	-2.65%
3 months	+5.18%	+5.13%
6 months	+5.18%	+8.43%
1 year	+12.96%	+18.12%
5 years(CAGR)	+4.10%	-18.07%
10 years(CAGR)	N/A	-8.84%
Max(CAGR)	+5.87%	-7.12%

Winner

EAOM

+0.98%

HOLD

-2.65%

Winner

EAOM

+5.18%

HOLD

+5.13%

EAOM

+5.18%

Winner

HOLD

+8.43%

EAOM

+12.96%

Winner

HOLD

+18.12%

5Y(CAGR)

Winner

EAOM

+4.10%

HOLD

-18.07%

10Y(CAGR)

EAOM

N/A

HOLD

-8.84%

Max(CAGR)

Winner

EAOM

+5.87%

HOLD

-7.12%

EAOM vs HOLD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	EAOM	HOLD
2026	+4.52%	+8.32%
2025	+12.96%	+8.52%
2024	+8.15%	N/A
2023	+11.58%	+1.16%
2022	-15.31%	+0.40%
2021	+6.75%	+0.15%
2020	+10.30%	+0.69%
2019	N/A	+3.06%
2018	N/A	+1.82%
2017	N/A	+1.30%
2016	N/A	+1.34%
2015	N/A	+0.16%
2014	N/A	-0.21%

EAOM vs HOLD Drawdown Comparison

The maximum drawdown for EAOM was -20.74%, occurring on Oct 14, 2022. Recovery took 694 trading sessions.

The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.

The current EAOM drawdown is -0.79%. The current HOLD drawdown is -63.80%.

Rank	EAOM	HOLD
#1	-20.74% Nov 9, 2021 - Aug 15, 2024	-69.65% Mar 23, 2023 - Aug 20, 2025
#2	-7.06% Dec 6, 2024 - May 16, 2025	-5.23% Feb 25, 2020 - Dec 31, 2020
#3	-5.17% Feb 25, 2026 - Apr 17, 2026	-1.59% Jul 23, 2021 - Jan 12, 2023
#4	-3.86% Sep 2, 2020 - Nov 11, 2020	-0.54% Oct 28, 2014 - Jul 20, 2015
#5	-3.16% Feb 12, 2021 - Apr 13, 2021	-0.49% Jul 20, 2015 - Mar 29, 2016
#6	-2.65% Sep 2, 2021 - Nov 4, 2021	-0.37% Dec 31, 2020 - Jul 23, 2021
#7	-2.60% Sep 27, 2024 - Dec 4, 2024	-0.35% Jul 7, 2016 - Oct 12, 2016
#8	-2.49% Oct 28, 2025 - Dec 24, 2025	-0.34% Apr 13, 2018 - May 25, 2018
#9	-2.17% Jun 2, 2026 - Jun 10, 2026	-0.28% May 17, 2017 - Jun 29, 2017
#10	-2.07% May 7, 2021 - Jun 1, 2021	-0.28% Feb 2, 2023 - Feb 17, 2023
#11	-1.65% Jan 25, 2021 - Feb 8, 2021	-0.24% Jan 11, 2017 - Feb 10, 2017
#12	-1.56% May 6, 2026 - May 26, 2026	-0.24% Aug 5, 2014 - Sep 25, 2014
#13	-1.27% Jun 23, 2020 - Jul 1, 2020	-0.21% Mar 14, 2023 - Mar 16, 2023
#14	-1.22% Aug 23, 2024 - Sep 12, 2024	-0.21% Mar 16, 2023 - Mar 20, 2023
#15	-1.14% Oct 8, 2025 - Oct 17, 2025	-0.21% Feb 20, 2019 - Feb 25, 2019

Correlation

Correlation between EAOM and HOLD is -0.89 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.89

-101

Dividend Comparison (2014 - 2026)

EAOM vs HOLD dividend yield comparison.

Year	EAOM	HOLD
2026	0.58%	0.00%
2025	2.89%	7.32%
2024	2.89%	0.00%
2023	2.70%	0.75%
2022	1.93%	1.51%
2021	1.32%	0.55%
2020	1.02%	1.42%
2019	0.00%	2.33%
2018	0.00%	1.96%
2017	0.00%	1.30%
2016	0.00%	0.97%
2015	0.00%	0.39%
2014	0.00%	0.67%