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EAOR vs LDEM

Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and ISHARES ESG MSCI EM LEADERS ETF (LDEM, ETF).

5-Year PerformanceEAOR has outperformed LDEM, delivering a return of +6.1% compared to +1.9%

EAOR vs LDEM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EAOR
$33M
LDEM
$33M
Expense Ratio
EAOR
0.18%
Winner
LDEM
0.16%
Max Drawdown
Winner
EAOR
24.37%
LDEM
42.30%
Sharpe Ratio
Winner
EAOR
1.19
LDEM
0.48
5Y Beta
Winner
EAOR
0.57
LDEM
0.75
5Y Dividends CAGR
Winner
EAOR
17.86%
LDEM
11.57%

EAOR vs LDEM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EAOR
-0.58%
LDEM
-4.45%
3M
Winner
EAOR
+3.59%
LDEM
-2.69%
6M
Winner
EAOR
+5.84%
LDEM
-1.98%
1Y
Winner
EAOR
+14.93%
LDEM
+11.56%
5Y(CAGR)
Winner
EAOR
+6.13%
LDEM
+1.93%
Max(CAGR)
Winner
EAOR
+8.76%
LDEM
+4.88%

EAOR vs LDEM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearEAORLDEM
2026+6.73%+1.32%
2025+15.80%+32.21%
2024+11.50%+7.85%
2023+14.73%+3.00%
2022-16.69%-22.89%
2021+11.02%-2.92%
2020+15.00%+15.63%

EAOR vs LDEM Drawdown Comparison

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

The maximum drawdown for LDEM was -40.80%, occurring on Oct 24, 2022. Recovery took 1151 trading sessions.

The current EAOR drawdown is -1.07%. The current LDEM drawdown is -6.96%.

RankEAORLDEM
#1-22.91%
Nov 8, 2021 - May 15, 2024
-40.80%
Feb 17, 2021 - Sep 17, 2025
#2-10.28%
Feb 19, 2025 - May 16, 2025
-32.59%
Feb 12, 2020 - Aug 6, 2020
#3-6.62%
Feb 25, 2026 - Apr 17, 2026
-13.21%
Feb 25, 2026 - Mar 30, 2026
#4-5.23%
Sep 2, 2020 - Nov 9, 2020
-6.26%
Aug 28, 2020 - Oct 9, 2020
#5-4.42%
Jul 16, 2024 - Aug 19, 2024
-5.64%
Oct 29, 2025 - Jan 5, 2026
#6-4.20%
Dec 6, 2024 - Feb 14, 2025
-4.89%
Jan 21, 2021 - Feb 5, 2021
#7-3.79%
Feb 12, 2021 - Apr 5, 2021
-4.66%
Oct 6, 2025 - Oct 20, 2025
#8-3.60%
Sep 3, 2021 - Nov 2, 2021
-3.55%
Jan 28, 2026 - Feb 11, 2026
#9-3.33%
Oct 28, 2025 - Dec 11, 2025
-3.01%
Oct 23, 2020 - Nov 4, 2020
#10-3.07%
Jun 2, 2026 - Jun 10, 2026
-2.74%
Aug 6, 2020 - Aug 25, 2020
#11-2.76%
May 7, 2021 - Jun 1, 2021
-2.42%
Nov 27, 2020 - Dec 3, 2020
#12-2.43%
Sep 26, 2024 - Nov 29, 2024
-2.24%
Sep 17, 2025 - Oct 6, 2025
#13-2.38%
Jan 21, 2021 - Feb 5, 2021
-2.18%
Feb 11, 2026 - Feb 25, 2026
#14-2.23%
Aug 23, 2024 - Sep 13, 2024
-1.98%
Dec 17, 2020 - Dec 30, 2020
#15-1.97%
Jun 23, 2020 - Jul 2, 2020
-1.73%
Nov 9, 2020 - Nov 16, 2020

Correlation

Correlation between EAOR and LDEM is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2020 - 2026)

EAOR vs LDEM dividend yield comparison.

YearEAORLDEM
20261.14%0.83%
20252.45%3.26%
20242.52%2.64%
20232.39%3.20%
20221.99%4.93%
20211.39%1.82%
20201.07%1.89%

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