iShares ESG Aware Aggressive Allocation ETF (EAOA)
EAOA is a passive ETF by iShares tracking the investment results of the BlackRock ESG Aware Aggressive Allocation Index. EAOA launched on Jun 12, 2020 and has a 0.18% expense ratio.
ETF Info
Jun 12, 2020
Developed Markets (Broad)
1x
BlackRock ESG Aware Aggressive Allocation Index
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares ESG Aware Aggressive Allocation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares ESG Aware Aggressive Allocation ETF had a return of 15.61% year-to-date (YTD) and 21.77% in the last 12 months.
EAOA
15.61%
1.38%
7.92%
21.77%
N/A
N/A
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of EAOA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.08% | 3.39% | 2.72% | -3.48% | 3.99% | 1.71% | 2.06% | 2.12% | 2.09% | -2.27% | 15.61% | ||
| 2023 | 6.74% | -2.89% | 2.67% | 1.01% | -0.98% | 4.66% | 2.79% | -2.32% | -4.25% | -2.60% | 8.09% | 4.88% | 18.27% |
| 2022 | -4.29% | -2.82% | 1.01% | -7.48% | 0.46% | -6.80% | 6.32% | -3.88% | -8.58% | 4.86% | 7.23% | -3.83% | -17.76% |
| 2021 | 0.11% | 1.80% | 1.96% | 3.34% | 1.30% | 1.32% | 0.57% | 2.02% | -3.52% | 4.20% | -2.08% | 2.86% | 14.52% |
| 2020 | -0.02% | 4.24% | 5.12% | -2.58% | -2.11% | 10.28% | 3.97% | 19.79% |
Expense Ratio
EAOA has an expense ratio of 0.18%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EAOA is 70, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG Aware Aggressive Allocation ETF provided a 2.01% dividend yield over the last twelve months, with an annual payout of $0.73 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.73 | $0.71 | $0.54 | $0.51 | $0.34 |
Dividend yield | 2.01% | 2.21% | 1.93% | 1.48% | 1.12% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Aware Aggressive Allocation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.14 | $0.00 | $0.49 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.12 | $0.00 | $0.25 | $0.71 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.10 | $0.00 | $0.16 | $0.54 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.07 | $0.00 | $0.22 | $0.51 |
| 2020 | $0.12 | $0.00 | $0.00 | $0.07 | $0.00 | $0.15 | $0.34 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Aware Aggressive Allocation ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares ESG Aware Aggressive Allocation ETF was 25.06%, occurring on Oct 14, 2022. Recovery took 344 trading sessions.
The current iShares ESG Aware Aggressive Allocation ETF drawdown is 0.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.06% | Nov 9, 2021 | 235 | Oct 14, 2022 | 344 | Mar 1, 2024 | 579 |
| -6.55% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -6.34% | Jul 17, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -4.78% | Apr 1, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.53% | Sep 7, 2021 | 20 | Oct 4, 2021 | 20 | Nov 1, 2021 | 40 |
Volatility
Volatility Chart
The current iShares ESG Aware Aggressive Allocation ETF volatility is 2.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.