AOA vs. EAOA
Compare and contrast key facts about iShares Core Aggressive Allocation ETF (AOA) and iShares ESG Aware Aggressive Allocation ETF (EAOA).
AOA and EAOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008. EAOA is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Aggressive Allocation Index. It was launched on Jun 12, 2020. Both AOA and EAOA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOA or EAOA.
Correlation
The correlation between AOA and EAOA is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AOA vs. EAOA - Performance Comparison
Key characteristics
AOA:
0.72
EAOA:
0.63
AOA:
1.10
EAOA:
0.97
AOA:
1.16
EAOA:
1.14
AOA:
0.78
EAOA:
0.67
AOA:
3.61
EAOA:
3.04
AOA:
2.80%
EAOA:
3.06%
AOA:
14.03%
EAOA:
14.68%
AOA:
-28.38%
EAOA:
-25.06%
AOA:
-4.92%
EAOA:
-6.15%
Returns By Period
In the year-to-date period, AOA achieves a -0.70% return, which is significantly higher than EAOA's -2.03% return.
AOA
-0.70%
-2.65%
-1.36%
9.14%
10.89%
7.10%
EAOA
-2.03%
-3.19%
-2.49%
8.23%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AOA vs. EAOA - Expense Ratio Comparison
AOA has a 0.25% expense ratio, which is higher than EAOA's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AOA vs. EAOA — Risk-Adjusted Performance Rank
AOA
EAOA
AOA vs. EAOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and iShares ESG Aware Aggressive Allocation ETF (EAOA). 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.
Dividends
AOA vs. EAOA - Dividend Comparison
AOA's dividend yield for the trailing twelve months is around 2.34%, more than EAOA's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core Aggressive Allocation ETF | 2.34% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
EAOA iShares ESG Aware Aggressive Allocation ETF | 2.17% | 2.09% | 2.21% | 1.93% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOA vs. EAOA - Drawdown Comparison
The maximum AOA drawdown since its inception was -28.38%, which is greater than EAOA's maximum drawdown of -25.06%. Use the drawdown chart below to compare losses from any high point for AOA and EAOA. For additional features, visit the drawdowns tool.
Volatility
AOA vs. EAOA - Volatility Comparison
The current volatility for iShares Core Aggressive Allocation ETF (AOA) is 9.94%, while iShares ESG Aware Aggressive Allocation ETF (EAOA) has a volatility of 10.59%. This indicates that AOA experiences smaller price fluctuations and is considered to be less risky than EAOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.