AAAA vs. EAOR
AAAA (Amplius Aggressive Asset Allocation ETF) and EAOR (iShares ESG Aware Growth Allocation ETF) are both Diversified Portfolio funds. AAAA is actively managed, while EAOR is passively managed. With a 0.96 correlation, they move nearly in lockstep. AAAA charges 0.49%/yr vs 0.18%/yr for EAOR.
Performance
AAAA vs. EAOR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AAAA achieves a 10.19% return, which is significantly higher than EAOR's 6.45% return.
AAAA
- 1D
- -1.62%
- 1M
- -0.31%
- YTD
- 10.19%
- 6M
- 9.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EAOR
- 1D
- -1.13%
- 1M
- 0.30%
- YTD
- 6.45%
- 6M
- 6.03%
- 1Y
- 17.34%
- 3Y*
- 13.31%
- 5Y*
- 6.12%
- 10Y*
- —
AAAA vs. EAOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 10.19% | 10.11% |
EAOR iShares ESG Aware Growth Allocation ETF | 6.45% | 8.30% |
Correlation
The correlation between AAAA and EAOR is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025 | 0.96 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AAAA vs. EAOR — Risk / Return Rank
AAAA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EAOR
AAAA vs. EAOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and iShares ESG Aware Growth Allocation ETF (EAOR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAAA | EAOR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.63 | — |
| Martin ratioReturn relative to average drawdown | — | 11.27 | — |
Loading charts...
Drawdowns
AAAA vs. EAOR - Drawdown Comparison
The maximum AAAA drawdown since its inception was -7.83%, smaller than the maximum EAOR drawdown of -22.91%. Use the drawdown chart below to compare losses from any high point for AAAA and EAOR.
Loading charts...
Drawdown Indicators
| AAAA | EAOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.83% | -22.91% | +15.08% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.62% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.91% | — |
Current DrawdownCurrent decline from peak | -2.49% | -1.62% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -5.02% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.54% | — |
Volatility
AAAA vs. EAOR - Volatility Comparison
Loading charts...
Volatility by Period
| AAAA | EAOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.74% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.59% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.87% | 9.11% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.87% | 10.62% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.87% | 10.44% | +1.43% |
AAAA vs. EAOR - Expense Ratio Comparison
AAAA has a 0.49% expense ratio, which is higher than EAOR's 0.18% expense ratio.
Dividends
AAAA vs. EAOR - Dividend Comparison
AAAA's dividend yield for the trailing twelve months is around 0.80%, less than EAOR's 2.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 0.80% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EAOR iShares ESG Aware Growth Allocation ETF | 2.36% | 2.45% | 2.52% | 2.39% | 1.99% | 1.39% | 1.07% |
Frequently Asked Questions
With a correlation of 0.96, AAAA and EAOR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, EAOR is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EAOR is cheaper with a 0.18% expense ratio, compared with 0.49% for AAAA.
EAOR has the higher dividend yield at 2.36%, compared with 0.80% for AAAA.
They also come from different issuers: Amplius and iShares. Their fees differ too: 0.49% for AAAA and 0.18% for EAOR.
Find the right allocation for AAAA and EAOR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer