EAOR vs ACVT
Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and ADVENT CONVERTIBLE BOND ETF (ACVT, ETF).
EAOR vs ACVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAOR
$32M
Winner
ACVT
$32M
Expense Ratio
Winner
EAOR
0.18%
ACVT
0.65%
Max Drawdown
EAOR
24.37%
Winner
ACVT
5.12%
Sharpe Ratio
Winner
EAOR
1.60
ACVT
1.05
5Y Beta
EAOR
0.57
Winner
ACVT
0.33
5Y Dividends CAGR
EAOR
26.86%
ACVT
N/A
EAOR vs ACVT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EAOR
+2.61%
ACVT
+2.12%
3M
Winner
EAOR
+8.84%
ACVT
+5.49%
6M
Winner
EAOR
+8.59%
ACVT
+4.75%
1Y
Winner
EAOR
+19.39%
ACVT
+9.71%
5Y(CAGR)
EAOR
+6.65%
ACVT
N/A
Max(CAGR)
EAOR
+9.03%
Winner
ACVT
+11.54%
EAOR vs ACVT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EAOR | ACVT |
|---|---|---|
| 2026 | +7.54% | +4.54% |
| 2025 | +15.80% | +8.11% |
| 2024 | +11.50% | N/A |
| 2023 | +14.73% | N/A |
| 2022 | -16.69% | N/A |
| 2021 | +11.02% | N/A |
| 2020 | +15.00% | N/A |
EAOR vs ACVT Drawdown Comparison
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The maximum drawdown for ACVT was -4.81%, occurring on Mar 27, 2026. Recovery took 55 trading sessions.
The current EAOR drawdown is -0.32%. The current ACVT drawdown is -1.44%.
| Rank | EAOR | ACVT |
|---|---|---|
| #1 | -22.91% Nov 8, 2021 - May 15, 2024 | -4.81% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -10.28% Feb 19, 2025 - May 16, 2025 | -3.04% Oct 27, 2025 - Jan 6, 2026 |
| #3 | -6.62% Feb 25, 2026 - Apr 17, 2026 | -2.18% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -5.23% Sep 2, 2020 - Nov 9, 2020 | -1.24% May 13, 2025 - Jun 9, 2025 |
| #5 | -4.42% Jul 16, 2024 - Aug 19, 2024 | -1.15% Jul 28, 2025 - Aug 13, 2025 |
| #6 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -1.10% Oct 6, 2025 - Oct 21, 2025 |
| #7 | -3.79% Feb 12, 2021 - Apr 5, 2021 | -1.06% May 11, 2026 - May 26, 2026 |
| #8 | -3.60% Sep 3, 2021 - Nov 2, 2021 | -0.89% Jan 8, 2026 - Jan 28, 2026 |
| #9 | -3.33% Oct 28, 2025 - Dec 11, 2025 | -0.74% Jun 10, 2025 - Jun 24, 2025 |
| #10 | -3.07% Jun 2, 2026 - Jun 10, 2026 | -0.66% Apr 22, 2026 - May 1, 2026 |
| #11 | -2.76% May 7, 2021 - Jun 1, 2021 | -0.60% Jul 10, 2025 - Jul 21, 2025 |
| #12 | -2.43% Sep 26, 2024 - Nov 29, 2024 | -0.54% Sep 18, 2025 - Oct 6, 2025 |
| #13 | -2.38% Jan 21, 2021 - Feb 5, 2021 | -0.39% Sep 11, 2025 - Sep 18, 2025 |
| #14 | -2.23% Aug 23, 2024 - Sep 13, 2024 | -0.33% Oct 21, 2025 - Oct 27, 2025 |
| #15 | -1.97% Jun 23, 2020 - Jul 2, 2020 | -0.33% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between EAOR and ACVT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
EAOR vs ACVT dividend yield comparison.
| Year | EAOR | ACVT |
|---|---|---|
| 2026 | 0.43% | 0.60% |
| 2025 | 2.45% | 1.19% |
| 2024 | 2.52% | 0.00% |
| 2023 | 2.39% | 0.00% |
| 2022 | 1.99% | 0.00% |
| 2021 | 1.39% | 0.00% |
| 2020 | 1.07% | 0.00% |
Select Stocks to Compare
Popular: EAOR vs SPYACVT vs SPY
More Comparisons
Compare with similar stocks