AOK vs. EAOM
Compare and contrast key facts about iShares Core Conservative Allocation ETF (AOK) and iShares ESG Aware Moderate Allocation ETF (EAOM).
AOK and EAOM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AOK is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Conservative Index. It was launched on Nov 4, 2008. EAOM is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Moderate Allocation Index. It was launched on Jun 12, 2020. Both AOK and EAOM 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: AOK or EAOM.
Correlation
The correlation between AOK and EAOM is 0.76, 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
AOK vs. EAOM - Performance Comparison
Key characteristics
AOK:
1.04
EAOM:
0.85
AOK:
1.49
EAOM:
1.29
AOK:
1.19
EAOM:
1.17
AOK:
1.41
EAOM:
0.99
AOK:
5.19
EAOM:
4.02
AOK:
1.35%
EAOM:
1.74%
AOK:
6.80%
EAOM:
8.14%
AOK:
-18.94%
EAOM:
-20.73%
AOK:
-0.65%
EAOM:
-1.56%
Returns By Period
In the year-to-date period, AOK achieves a 1.82% return, which is significantly higher than EAOM's 1.34% return.
AOK
1.82%
4.53%
0.67%
7.04%
3.98%
3.93%
EAOM
1.34%
5.91%
-0.24%
6.91%
N/A
N/A
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AOK vs. EAOM - Expense Ratio Comparison
AOK has a 0.25% expense ratio, which is higher than EAOM'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
AOK vs. EAOM — Risk-Adjusted Performance Rank
AOK
EAOM
AOK vs. EAOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Conservative Allocation ETF (AOK) and iShares ESG Aware Moderate Allocation ETF (EAOM). 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
AOK vs. EAOM - Dividend Comparison
AOK's dividend yield for the trailing twelve months is around 3.33%, more than EAOM's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core Conservative Allocation ETF | 3.33% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.72% | 2.68% | 2.91% | 2.14% | 2.02% | 2.08% |
EAOM iShares ESG Aware Moderate Allocation ETF | 3.01% | 2.90% | 2.70% | 1.93% | 1.32% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOK vs. EAOM - Drawdown Comparison
The maximum AOK drawdown since its inception was -18.94%, smaller than the maximum EAOM drawdown of -20.73%. Use the drawdown chart below to compare losses from any high point for AOK and EAOM. For additional features, visit the drawdowns tool.
Volatility
AOK vs. EAOM - Volatility Comparison
The current volatility for iShares Core Conservative Allocation ETF (AOK) is 3.38%, while iShares ESG Aware Moderate Allocation ETF (EAOM) has a volatility of 4.39%. This indicates that AOK experiences smaller price fluctuations and is considered to be less risky than EAOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.