EAOR vs ISTM
Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and iShares Transition-Enabling Metals ETF (ISTM, ETF).
EAOR vs ISTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAOR
$32M
Winner
ISTM
$32M
Expense Ratio
Winner
EAOR
0.18%
ISTM
0.47%
Max Drawdown
Winner
EAOR
24.37%
ISTM
34.36%
Sharpe Ratio
Winner
EAOR
1.45
ISTM
1.37
5Y Beta
EAOR
0.57
Winner
ISTM
0.55
5Y Dividends CAGR
EAOR
26.86%
ISTM
N/A
EAOR vs ISTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EAOR
+1.25%
ISTM
-8.52%
3M
Winner
EAOR
+7.60%
ISTM
-2.71%
6M
EAOR
+7.41%
Winner
ISTM
+19.41%
1Y
EAOR
+17.28%
Winner
ISTM
+50.30%
5Y(CAGR)
EAOR
+6.18%
ISTM
N/A
Max(CAGR)
EAOR
+8.89%
Winner
ISTM
+25.87%
EAOR vs ISTM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EAOR | ISTM |
|---|---|---|
| 2026 | +6.54% | +8.53% |
| 2025 | +15.80% | +53.91% |
| 2024 | +11.50% | +8.61% |
| 2023 | +14.73% | +2.70% |
| 2022 | -16.69% | N/A |
| 2021 | +11.02% | N/A |
| 2020 | +15.00% | N/A |
EAOR vs ISTM Drawdown Comparison
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The maximum drawdown for ISTM was -22.20%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current EAOR drawdown is -1.24%. The current ISTM drawdown is -13.66%.
| Rank | EAOR | ISTM |
|---|---|---|
| #1 | -22.91% Nov 8, 2021 - May 15, 2024 | -22.20% Jan 29, 2026 - Mar 20, 2026 |
| #2 | -10.28% Feb 19, 2025 - May 16, 2025 | -18.42% May 21, 2024 - Jun 26, 2025 |
| #3 | -6.62% Feb 25, 2026 - Apr 17, 2026 | -11.05% Jul 24, 2025 - Sep 29, 2025 |
| #4 | -5.23% Sep 2, 2020 - Nov 9, 2020 | -7.72% Dec 27, 2023 - Mar 13, 2024 |
| #5 | -4.42% Jul 16, 2024 - Aug 19, 2024 | -4.92% Dec 1, 2023 - Dec 22, 2023 |
| #6 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -4.92% Jan 6, 2026 - Jan 12, 2026 |
| #7 | -3.79% Feb 12, 2021 - Apr 5, 2021 | -4.72% Dec 26, 2025 - Jan 5, 2026 |
| #8 | -3.60% Sep 3, 2021 - Nov 2, 2021 | -4.38% Sep 29, 2023 - Nov 28, 2023 |
| #9 | -3.33% Oct 28, 2025 - Dec 11, 2025 | -3.63% Jan 14, 2026 - Jan 23, 2026 |
| #10 | -3.07% Jun 2, 2026 - Jun 10, 2026 | -3.57% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -2.76% May 7, 2021 - Jun 1, 2021 | -3.25% Oct 16, 2025 - Nov 10, 2025 |
| #12 | -2.43% Sep 26, 2024 - Nov 29, 2024 | -3.03% Apr 19, 2024 - May 13, 2024 |
| #13 | -2.38% Jan 21, 2021 - Feb 5, 2021 | -2.63% Mar 15, 2024 - Apr 2, 2024 |
| #14 | -2.23% Aug 23, 2024 - Sep 13, 2024 | -1.97% Jul 2, 2025 - Jul 8, 2025 |
| #15 | -1.97% Jun 23, 2020 - Jul 2, 2020 | -1.74% Dec 11, 2025 - Dec 17, 2025 |
Correlation
Correlation between EAOR and ISTM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2020 - 2026)
EAOR vs ISTM dividend yield comparison.
| Year | EAOR | ISTM |
|---|---|---|
| 2026 | 0.43% | 0.00% |
| 2025 | 2.45% | 14.78% |
| 2024 | 2.52% | 29.62% |
| 2023 | 2.39% | 1.02% |
| 2022 | 1.99% | 0.00% |
| 2021 | 1.39% | 0.00% |
| 2020 | 1.07% | 0.00% |
Select Stocks to Compare
Popular: EAOR vs SPYISTM vs SPY
More Comparisons
Compare with similar stocks