EAOR vs FTXH

Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and FIRST TRUST NASDAQ PHARMACEUTICALS ETF (FTXH, ETF).

5-Year PerformanceFTXH has outperformed EAOR, delivering a return of +8.4% compared to +6.0%

EAOR vs FTXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOR(ETF)	FTXH(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.18%	0.60%
Max Drawdown	24.37%	32.11%
Sharpe Ratio	1.41	1.83
5Y Beta	0.57	0.54
P/E Ratio	N/A	38.35
Forward P/E	N/A	15.22
5Y Dividends CAGR	26.86%	12.43%
5Y EPS CAGR	N/A	10.34%
Debt to Equity	N/A	54.68%
P/S Ratio	N/A	2.46
P/B Ratio	N/A	4.66

Net Assets

EAOR

$32M

FTXH

$32M

Expense Ratio

Winner

EAOR

0.18%

FTXH

0.60%

Max Drawdown

Winner

EAOR

24.37%

FTXH

32.11%

Sharpe Ratio

EAOR

1.41

Winner

FTXH

1.83

5Y Beta

EAOR

0.57

Winner

FTXH

0.54

P/E Ratio

EAOR

N/A

FTXH

38.35

Forward P/E

EAOR

N/A

FTXH

15.22

5Y Dividends CAGR

Winner

EAOR

26.86%

FTXH

12.43%

5Y EPS CAGR

EAOR

N/A

FTXH

10.34%

Debt to Equity

EAOR

N/A

FTXH

54.68%

P/S Ratio

EAOR

N/A

FTXH

2.46

P/B Ratio

EAOR

N/A

FTXH

4.66

EAOR vs FTXH - Historical Returns

Returns include dividend reinvestment.

Period	EAOR	FTXH
1 month	+0.79%	+3.81%
3 months	+4.46%	+3.55%
6 months	+5.81%	+9.56%
1 year	+17.21%	+40.74%
5 years(CAGR)	+6.02%	+8.36%
10 years(CAGR)	N/A	+7.18%
Max(CAGR)	+8.69%	+7.18%

EAOR

+0.79%

Winner

FTXH

+3.81%

Winner

EAOR

+4.46%

FTXH

+3.55%

EAOR

+5.81%

Winner

FTXH

+9.56%

EAOR

+17.21%

Winner

FTXH

+40.74%

5Y(CAGR)

EAOR

+6.02%

Winner

FTXH

+8.36%

10Y(CAGR)

EAOR

N/A

FTXH

+7.18%

Max(CAGR)

Winner

EAOR

+8.69%

FTXH

+7.18%

EAOR vs FTXH - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	EAOR	FTXH
2026	+5.24%	+7.18%
2025	+15.80%	+23.89%
2024	+11.50%	+0.61%
2023	+14.73%	-1.51%
2022	-16.69%	+2.99%
2021	+11.02%	+7.38%
2020	+15.00%	+10.94%
2019	N/A	+22.13%
2018	N/A	-10.71%
2017	N/A	+19.40%
2016	N/A	-10.11%

EAOR vs FTXH Drawdown Comparison

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

The maximum drawdown for FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.

The current EAOR drawdown is -2.45%. The current FTXH drawdown is -0.31%.

Rank	EAOR	FTXH
#1	-22.91% Nov 8, 2021 - May 15, 2024	-32.11% Jan 16, 2020 - Jul 20, 2020
#2	-10.28% Feb 19, 2025 - May 16, 2025	-23.42% Aug 28, 2018 - Jan 14, 2020
#3	-6.62% Feb 25, 2026 - Apr 17, 2026	-19.51% Aug 30, 2024 - Oct 1, 2025
#4	-5.23% Sep 2, 2020 - Nov 9, 2020	-14.62% Jan 29, 2018 - Aug 7, 2018
#5	-4.42% Jul 16, 2024 - Aug 19, 2024	-14.58% Dec 2, 2022 - Feb 22, 2024
#6	-4.20% Dec 6, 2024 - Feb 14, 2025	-14.29% Apr 8, 2022 - Nov 30, 2022
#7	-3.79% Feb 12, 2021 - Apr 5, 2021	-11.68% Sep 22, 2016 - Jun 20, 2017
#8	-3.60% Sep 3, 2021 - Nov 2, 2021	-10.14% Dec 30, 2021 - Apr 6, 2022
#9	-3.33% Oct 28, 2025 - Dec 11, 2025	-9.41% Jun 26, 2017 - Dec 7, 2017
#10	-2.76% May 7, 2021 - Jun 1, 2021	-8.81% Feb 27, 2024 - Jul 16, 2024
#11	-2.45% Jun 2, 2026 - Jun 5, 2026	-7.98% Oct 12, 2020 - Nov 9, 2020
#12	-2.43% Sep 26, 2024 - Nov 29, 2024	-7.87% Feb 8, 2021 - Aug 6, 2021
#13	-2.38% Jan 21, 2021 - Feb 5, 2021	-7.47% Feb 27, 2026 - Mar 20, 2026
#14	-2.23% Aug 23, 2024 - Sep 13, 2024	-7.13% Nov 8, 2021 - Dec 23, 2021
#15	-1.97% Jun 23, 2020 - Jul 2, 2020	-5.77% Aug 31, 2020 - Oct 9, 2020

Correlation

Correlation between EAOR and FTXH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2016 - 2026)

EAOR vs FTXH dividend yield comparison.

Year	EAOR	FTXH
2026	0.44%	0.16%
2025	2.45%	1.41%
2024	2.52%	1.66%
2023	2.39%	1.55%
2022	1.99%	1.11%
2021	1.39%	1.03%
2020	1.07%	0.82%
2019	0.00%	0.67%
2018	0.00%	0.91%
2017	0.00%	2.18%
2016	0.00%	0.19%