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NOVZ vs EAOA

Comparison between TrueShares Structured Outcome (November) ETF (NOVZ, ETF) and ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF).

5-Year PerformanceNOVZ has outperformed EAOA, delivering a return of +10.6% compared to +8.2%

NOVZ vs EAOA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NOVZ
$38M
EAOA
$37M
Expense Ratio
NOVZ
0.79%
Winner
EAOA
0.18%
Max Drawdown
Winner
NOVZ
16.96%
EAOA
26.52%
Sharpe Ratio
NOVZ
1.09
Winner
EAOA
1.24
5Y Beta
NOVZ
0.74
Winner
EAOA
0.74
5Y Dividends CAGR
NOVZ
N/A
EAOA
15.93%

NOVZ vs EAOA - Holdings Comparison

NOVZ and EAOA have 0 common holdings. Overlap is 0.00%

NOVZ's top 25 holdings weight is 0.09%. EAOA's top 25 holdings weight is 99.90%.

RankNOVZEAOA
#1
STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 0.09%
ISHARES ESG AWARE MSCI USA ETF (ESGU) - 50.06%
#2N/A
ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 18.81%
#3N/A
ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.67%
#4N/A
ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.30%
#5N/A
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 5.06%
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings15

NOVZ vs EAOA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NOVZ
+0.15%
EAOA
-0.64%
3M
NOVZ
+4.70%
Winner
EAOA
+4.96%
6M
NOVZ
+6.87%
Winner
EAOA
+7.82%
1Y
NOVZ
+14.72%
Winner
EAOA
+18.78%
5Y(CAGR)
Winner
NOVZ
+10.63%
EAOA
+8.24%
Max(CAGR)
Winner
NOVZ
+13.53%
EAOA
+11.75%

NOVZ vs EAOA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearNOVZEAOA
2026+7.30%+9.02%
2025+13.16%+18.54%
2024+19.69%+14.72%
2023+18.35%+18.15%
2022-9.93%-18.03%
2021+22.93%+15.20%
2020+10.30%+19.78%

NOVZ vs EAOA Drawdown Comparison

The maximum drawdown for NOVZ was -16.62%, occurring on Oct 12, 2022. Recovery took 367 trading sessions.

The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.

The current NOVZ drawdown is -1.39%. The current EAOA drawdown is -1.17%.

RankNOVZEAOA
#1-16.62%
Dec 29, 2021 - Jun 15, 2023
-25.07%
Nov 8, 2021 - Mar 1, 2024
#2-14.63%
Feb 19, 2025 - Jun 27, 2025
-13.84%
Feb 18, 2025 - May 19, 2025
#3-8.30%
Jul 31, 2023 - Dec 8, 2023
-8.17%
Feb 25, 2026 - Apr 16, 2026
#4-7.19%
Jul 16, 2024 - Sep 19, 2024
-6.55%
Sep 2, 2020 - Nov 9, 2020
#5-6.72%
Jan 12, 2026 - Apr 15, 2026
-6.34%
Jul 16, 2024 - Aug 21, 2024
#6-4.53%
Sep 3, 2021 - Oct 20, 2021
-4.78%
Mar 28, 2024 - May 14, 2024
#7-4.50%
Mar 28, 2024 - May 15, 2024
-4.53%
Sep 3, 2021 - Nov 1, 2021
#8-3.90%
Oct 29, 2025 - Dec 23, 2025
-4.44%
Dec 6, 2024 - Feb 13, 2025
#9-3.57%
Feb 12, 2021 - Mar 11, 2021
-4.37%
Feb 16, 2021 - Apr 5, 2021
#10-3.50%
Dec 6, 2024 - Jan 23, 2025
-4.21%
Oct 28, 2025 - Dec 10, 2025
#11-3.46%
May 7, 2021 - Jun 11, 2021
-3.81%
Jun 2, 2026 - Jun 10, 2026
#12-3.35%
Jun 2, 2026 - Jun 10, 2026
-3.43%
May 7, 2021 - Jun 1, 2021
#13-3.14%
Nov 18, 2021 - Dec 23, 2021
-3.13%
Aug 30, 2024 - Sep 16, 2024
#14-2.89%
Jan 21, 2021 - Feb 4, 2021
-3.09%
Jan 21, 2021 - Feb 5, 2021
#15-2.51%
Jul 12, 2021 - Jul 23, 2021
-2.70%
Oct 14, 2024 - Nov 7, 2024

Correlation

Correlation between NOVZ and EAOA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2020 - 2026)

NOVZ vs EAOA dividend yield comparison.

YearNOVZEAOA
20260.00%0.94%
20253.58%2.10%
20242.94%2.09%
20232.27%2.21%
20220.25%1.93%
20210.52%1.48%
20200.00%1.12%

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