EAOR vs AUGM

Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST (AUGM, ETF).

EAOR vs AUGM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOR(ETF)	AUGM(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.18%	0.85%
Max Drawdown	24.37%	4.27%
Sharpe Ratio	1.45	1.46
5Y Beta	0.57	0.19
5Y Dividends CAGR	26.86%	N/A

Net Assets

EAOR

$32M

Winner

AUGM

$32M

Expense Ratio

Winner

EAOR

0.18%

AUGM

0.85%

Max Drawdown

EAOR

24.37%

Winner

AUGM

4.27%

Sharpe Ratio

EAOR

1.45

Winner

AUGM

1.46

5Y Beta

EAOR

0.57

Winner

AUGM

0.19

5Y Dividends CAGR

EAOR

26.86%

AUGM

N/A

EAOR vs AUGM - Historical Returns

Returns include dividend reinvestment.

Period	EAOR	AUGM
1 month	+1.25%	+0.45%
3 months	+7.60%	+2.65%
6 months	+7.41%	+3.07%
1 year	+17.28%	+7.12%
5 years(CAGR)	+6.18%	N/A
Max(CAGR)	+8.89%	+6.47%

Winner

EAOR

+1.25%

AUGM

+0.45%

Winner

EAOR

+7.60%

AUGM

+2.65%

Winner

EAOR

+7.41%

AUGM

+3.07%

Winner

EAOR

+17.28%

AUGM

+7.12%

5Y(CAGR)

EAOR

+6.18%

AUGM

N/A

Max(CAGR)

Winner

EAOR

+8.89%

AUGM

+6.47%

EAOR vs AUGM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EAOR	AUGM
2026	+6.54%	+2.71%
2025	+15.80%	+6.70%
2024	+11.50%	+2.15%
2023	+14.73%	N/A
2022	-16.69%	N/A
2021	+11.02%	N/A
2020	+15.00%	N/A

EAOR vs AUGM Drawdown Comparison

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

The maximum drawdown for AUGM was -4.27%, occurring on Apr 7, 2025. Recovery took 59 trading sessions.

The current EAOR drawdown is -1.24%. The current AUGM drawdown is -0.08%.

Rank	EAOR	AUGM
#1	-22.91% Nov 8, 2021 - May 15, 2024	-4.27% Feb 19, 2025 - May 14, 2025
#2	-10.28% Feb 19, 2025 - May 16, 2025	-1.62% Feb 25, 2026 - Apr 9, 2026
#3	-6.62% Feb 25, 2026 - Apr 17, 2026	-0.86% Oct 28, 2025 - Nov 28, 2025
#4	-5.23% Sep 2, 2020 - Nov 9, 2020	-0.70% May 19, 2025 - Jun 2, 2025
#5	-4.42% Jul 16, 2024 - Aug 19, 2024	-0.65% Aug 30, 2024 - Sep 13, 2024
#6	-4.20% Dec 6, 2024 - Feb 14, 2025	-0.55% Dec 26, 2024 - Jan 17, 2025
#7	-3.79% Feb 12, 2021 - Apr 5, 2021	-0.55% Dec 17, 2024 - Dec 26, 2024
#8	-3.60% Sep 3, 2021 - Nov 2, 2021	-0.45% Oct 29, 2024 - Nov 6, 2024
#9	-3.33% Oct 28, 2025 - Dec 11, 2025	-0.44% Feb 2, 2026 - Feb 9, 2026
#10	-3.07% Jun 2, 2026 - Jun 10, 2026	-0.39% Jan 12, 2026 - Jan 26, 2026
#11	-2.76% May 7, 2021 - Jun 1, 2021	-0.36% Jun 2, 2026 - Jun 10, 2026
#12	-2.43% Sep 26, 2024 - Nov 29, 2024	-0.36% Oct 6, 2025 - Oct 17, 2025
#13	-2.38% Jan 21, 2021 - Feb 5, 2021	-0.34% Dec 11, 2025 - Dec 19, 2025
#14	-2.23% Aug 23, 2024 - Sep 13, 2024	-0.33% Aug 18, 2025 - Aug 22, 2025
#15	-1.97% Jun 23, 2020 - Jul 2, 2020	-0.31% Feb 9, 2026 - Feb 25, 2026