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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.
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Returns By Period
iShares ESG Aware Moderate Allocation ETF (EAOM) has returned -0.98% so far this year and 10.87% over the past 12 months.
iShares ESG Aware Moderate Allocation ETF
- 1D
- 1.38%
- 1M
- -3.55%
- YTD
- -0.98%
- 6M
- 0.86%
- 1Y
- 10.87%
- 3Y*
- 8.56%
- 5Y*
- 3.60%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 18, 2020, EAOM's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, your investment would double in approximately 13.2 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2023 with a return of +6.3%, while the worst month was Sep 2022 at -6.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, EAOM closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +3.5%, while the worst single day was Jun 13, 2022 at -2.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.28% | 1.37% | -3.55% | -0.98% | |||||||||
| 2025 | 1.53% | 0.91% | -1.58% | 0.47% | 1.89% | 2.86% | 0.29% | 1.88% | 2.17% | 1.39% | 0.31% | 0.14% | 12.90% |
| 2024 | -0.18% | 1.06% | 1.82% | -3.02% | 2.76% | 1.37% | 2.18% | 1.83% | 1.71% | -2.46% | 2.41% | -2.19% | 7.29% |
| 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% |
Benchmark Metrics
iShares ESG Aware Moderate Allocation ETF has an annualized alpha of -0.58%, beta of 0.41, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since June 19, 2020.
- This ETF participated in 62.14% of S&P 500 Index downside but only 43.13% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.41 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- -0.58%
- Beta
- 0.41
- R²
- 0.76
- Upside Capture
- 43.13%
- Downside Capture
- 62.14%
Expense Ratio
EAOM has an expense ratio of 0.18%, which is considered low.
Return for Risk
Risk / Return Rank
EAOM ranks 74 for risk / return — better than 74% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares ESG Aware Moderate Allocation ETF (EAOM) and compare them to a chosen benchmark (S&P 500 Index).
| EAOM | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.90 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.39 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.40 | +0.54 |
Martin ratioReturn relative to average drawdown | 8.22 | 6.61 | +1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EAOM risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares ESG Aware Moderate Allocation ETF provided a 2.92% dividend yield over the last twelve months, with an annual payout of $0.87 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.87 | $0.87 | $0.79 | $0.71 | $0.47 | $0.38 | $0.28 |
Dividend yield | 2.92% | 2.89% | 2.89% | 2.70% | 1.93% | 1.32% | 1.02% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.18 | $0.00 | $0.28 | $0.87 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.18 | $0.00 | $0.24 | $0.79 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.19 | $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 | $0.38 |
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.
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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 460 trading sessions.
The current iShares ESG Aware Moderate Allocation ETF drawdown is 3.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.73% | Nov 10, 2021 | 234 | Oct 14, 2022 | 460 | Aug 15, 2024 | 694 |
| -7.06% | Dec 9, 2024 | 82 | Apr 8, 2025 | 27 | May 16, 2025 | 109 |
| -5.17% | Feb 26, 2026 | 22 | Mar 27, 2026 | — | — | — |
| -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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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