EAOR vs EMDM
Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF (EMDM, ETF).
EAOR vs EMDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAOR
$32M
EMDM
$32M
Expense Ratio
Winner
EAOR
0.18%
EMDM
0.75%
Max Drawdown
EAOR
24.37%
Winner
EMDM
21.90%
Sharpe Ratio
EAOR
1.45
Winner
EMDM
2.35
5Y Beta
Winner
EAOR
0.57
EMDM
0.96
5Y Dividends CAGR
EAOR
26.86%
EMDM
N/A
EAOR vs EMDM - Historical Returns
Returns include dividend reinvestment.
1M
EAOR
+1.25%
Winner
EMDM
+4.19%
3M
EAOR
+7.60%
Winner
EMDM
+22.49%
6M
EAOR
+7.41%
Winner
EMDM
+42.03%
1Y
EAOR
+17.28%
Winner
EMDM
+80.65%
5Y(CAGR)
EAOR
+6.18%
EMDM
N/A
Max(CAGR)
EAOR
+8.89%
Winner
EMDM
+29.99%
EAOR vs EMDM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EAOR | EMDM |
|---|---|---|
| 2026 | +6.54% | +32.93% |
| 2025 | +15.80% | +59.07% |
| 2024 | +11.50% | -3.39% |
| 2023 | +14.73% | +14.20% |
| 2022 | -16.69% | N/A |
| 2021 | +11.02% | N/A |
| 2020 | +15.00% | N/A |
EAOR vs EMDM Drawdown Comparison
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The maximum drawdown for EMDM was -18.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The current EAOR drawdown is -1.24%. The current EMDM drawdown is -3.27%.
| Rank | EAOR | EMDM |
|---|---|---|
| #1 | -22.91% Nov 8, 2021 - May 15, 2024 | -18.84% Sep 26, 2024 - May 27, 2025 |
| #2 | -10.28% Feb 19, 2025 - May 16, 2025 | -15.65% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -6.62% Feb 25, 2026 - Apr 17, 2026 | -13.22% Jul 28, 2023 - Dec 14, 2023 |
| #4 | -5.23% Sep 2, 2020 - Nov 9, 2020 | -10.24% Jul 12, 2024 - Sep 26, 2024 |
| #5 | -4.42% Jul 16, 2024 - Aug 19, 2024 | -9.10% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -7.68% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -3.79% Feb 12, 2021 - Apr 5, 2021 | -6.66% Mar 3, 2023 - Apr 11, 2023 |
| #8 | -3.60% Sep 3, 2021 - Nov 2, 2021 | -6.16% Apr 9, 2024 - May 14, 2024 |
| #9 | -3.33% Oct 28, 2025 - Dec 11, 2025 | -5.74% May 11, 2026 - May 26, 2026 |
| #10 | -3.07% Jun 2, 2026 - Jun 10, 2026 | -5.70% May 15, 2024 - Jul 3, 2024 |
| #11 | -2.76% May 7, 2021 - Jun 1, 2021 | -4.30% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -2.43% Sep 26, 2024 - Nov 29, 2024 | -4.19% Apr 17, 2026 - May 5, 2026 |
| #13 | -2.38% Jan 21, 2021 - Feb 5, 2021 | -4.03% Jun 15, 2023 - Jul 12, 2023 |
| #14 | -2.23% Aug 23, 2024 - Sep 13, 2024 | -3.95% Apr 13, 2023 - Jun 2, 2023 |
| #15 | -1.97% Jun 23, 2020 - Jul 2, 2020 | -3.65% Jan 28, 2026 - Feb 9, 2026 |
Correlation
Correlation between EAOR and EMDM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2020 - 2026)
EAOR vs EMDM dividend yield comparison.
| Year | EAOR | EMDM |
|---|---|---|
| 2026 | 0.43% | 0.00% |
| 2025 | 2.45% | 3.57% |
| 2024 | 2.52% | 5.87% |
| 2023 | 2.39% | 2.16% |
| 2022 | 1.99% | 0.00% |
| 2021 | 1.39% | 0.00% |
| 2020 | 1.07% | 0.00% |
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