EAOR vs AIYY

Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and YIELDMAX(R) AI OPTION INCOME STRATEGY ETF (AIYY, ETF).

EAOR vs AIYY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOR(ETF)	AIYY(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.18%	0.99%
Max Drawdown	24.37%	96.38%
Sharpe Ratio	1.19	-1.82
5Y Beta	0.57	1.53
5Y Dividends CAGR	17.86%	N/A

Net Assets

EAOR

$33M

AIYY

$33M

Expense Ratio

Winner

EAOR

0.18%

AIYY

0.99%

Max Drawdown

Winner

EAOR

24.37%

AIYY

96.38%

Sharpe Ratio

Winner

EAOR

1.19

AIYY

-1.82

5Y Beta

Winner

EAOR

0.57

AIYY

1.53

5Y Dividends CAGR

EAOR

17.86%

AIYY

N/A

EAOR vs AIYY - Historical Returns

Returns include dividend reinvestment.

Period	EAOR	AIYY
1 month	-0.58%	-6.85%
3 months	+3.59%	-7.71%
6 months	+5.84%	-32.70%
1 year	+14.93%	-66.53%
5 years(CAGR)	+6.13%	N/A
Max(CAGR)	+8.76%	-43.25%

Winner

EAOR

-0.58%

AIYY

-6.85%

Winner

EAOR

+3.59%

AIYY

-7.71%

Winner

EAOR

+5.84%

AIYY

-32.70%

Winner

EAOR

+14.93%

AIYY

-66.53%

5Y(CAGR)

EAOR

+6.13%

AIYY

N/A

Max(CAGR)

Winner

EAOR

+8.76%

AIYY

-43.25%

EAOR vs AIYY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EAOR	AIYY
2026	+6.73%	-36.78%
2025	+15.80%	-58.87%
2024	+11.50%	-15.10%
2023	+14.73%	-1.63%
2022	-16.69%	N/A
2021	+11.02%	N/A
2020	+15.00%	N/A

EAOR vs AIYY Drawdown Comparison

The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.

The maximum drawdown for AIYY was -79.19%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current EAOR drawdown is -1.07%. The current AIYY drawdown is -78.78%.

Rank	EAOR	AIYY
#1	-22.91% Nov 8, 2021 - May 15, 2024	-79.19% Dec 19, 2023 - Jun 25, 2026
#2	-10.28% Feb 19, 2025 - May 16, 2025	-10.61% Dec 1, 2023 - Dec 19, 2023
#3	-6.62% Feb 25, 2026 - Apr 17, 2026	-2.11% Nov 29, 2023 - Dec 1, 2023
#4	-5.23% Sep 2, 2020 - Nov 9, 2020	N/A
#5	-4.42% Jul 16, 2024 - Aug 19, 2024	N/A
#6	-4.20% Dec 6, 2024 - Feb 14, 2025	N/A
#7	-3.79% Feb 12, 2021 - Apr 5, 2021	N/A
#8	-3.60% Sep 3, 2021 - Nov 2, 2021	N/A
#9	-3.33% Oct 28, 2025 - Dec 11, 2025	N/A
#10	-3.07% Jun 2, 2026 - Jun 10, 2026	N/A
#11	-2.76% May 7, 2021 - Jun 1, 2021	N/A
#12	-2.43% Sep 26, 2024 - Nov 29, 2024	N/A
#13	-2.38% Jan 21, 2021 - Feb 5, 2021	N/A
#14	-2.23% Aug 23, 2024 - Sep 13, 2024	N/A
#15	-1.97% Jun 23, 2020 - Jul 2, 2020	N/A

Correlation

Correlation between EAOR and AIYY is -0.94 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.94

-101