iShares ESG Aware Moderate Allocation ETF (EAOM)
EAOM is a passive ETF by iShares tracking the investment results of the BlackRock ESG Aware Moderate Allocation Index. EAOM launched on Jun 12, 2020 and has a 0.18% expense ratio.
ETF Info
Jun 12, 2020
North America (U.S.)
1x
BlackRock ESG Aware Moderate 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 Moderate 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 Moderate Allocation ETF had a return of 8.15% year-to-date (YTD) and 13.60% in the last 12 months.
EAOM
8.15%
-0.18%
5.69%
13.60%
N/A
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of EAOM, 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 | -0.18% | 1.06% | 1.82% | -3.02% | 2.76% | 1.37% | 2.18% | 1.83% | 1.71% | -2.46% | 8.15% | ||
| 2023 | 4.98% | -2.77% | 2.69% | 0.76% | -1.02% | 2.12% | 1.35% | -1.48% | -3.44% | -2.09% | 6.31% | 4.36% | 11.83% |
| 2022 | -3.22% | -1.95% | -0.88% | -5.69% | 0.58% | -4.17% | 4.41% | -3.47% | -6.34% | 1.59% | 5.50% | -2.28% | -15.48% |
| 2021 | -0.31% | 0.18% | 0.53% | 2.13% | 0.74% | 1.06% | 0.83% | 0.91% | -2.26% | 2.14% | -0.93% | 1.27% | 6.39% |
| 2020 | 0.36% | 2.58% | 2.31% | -1.44% | -1.41% | 5.60% | 2.06% | 10.30% |
Expense Ratio
EAOM 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 EAOM is 66, 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 Moderate Allocation ETF (EAOM) 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 Moderate Allocation ETF provided a 2.83% dividend yield over the last twelve months, with an annual payout of $0.79 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.79 | $0.71 | $0.47 | $0.39 | $0.29 |
Dividend yield | 2.83% | 2.70% | 1.93% | 1.32% | 1.03% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Aware Moderate 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 | $0.14 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.18 | $0.00 | $0.55 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.15 | $0.00 | $0.24 | $0.71 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.11 | $0.00 | $0.16 | $0.47 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.07 | $0.00 | $0.15 | $0.39 |
| 2020 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.13 | $0.29 |
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 Moderate 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 Moderate Allocation ETF was 20.73%, occurring on Oct 14, 2022. Recovery took 459 trading sessions.
The current iShares ESG Aware Moderate Allocation ETF drawdown is 1.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.73% | Nov 10, 2021 | 234 | Oct 14, 2022 | 459 | Aug 15, 2024 | 693 |
| -3.87% | Sep 3, 2020 | 41 | Oct 30, 2020 | 8 | Nov 11, 2020 | 49 |
| -3.16% | Feb 16, 2021 | 13 | Mar 4, 2021 | 27 | Apr 13, 2021 | 40 |
| -2.65% | Sep 3, 2021 | 21 | Oct 4, 2021 | 23 | Nov 4, 2021 | 44 |
| -2.6% | Sep 30, 2024 | 25 | Nov 1, 2024 | — | — | — |
Volatility
Volatility Chart
The current iShares ESG Aware Moderate Allocation ETF volatility is 1.59%, 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.