EAOA vs. AAAA
EAOA (iShares ESG Aware Aggressive Allocation ETF) and AAAA (Amplius Aggressive Asset Allocation ETF) are both Diversified Portfolio funds. EAOA is passively managed, while AAAA is actively managed. With a 0.97 correlation, they move nearly in lockstep. EAOA charges 0.18%/yr vs 0.49%/yr for AAAA.
Performance
EAOA vs. AAAA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EAOA achieves a 8.74% return, which is significantly lower than AAAA's 10.31% return.
EAOA
- 1D
- 0.34%
- 1M
- -0.55%
- YTD
- 8.74%
- 6M
- 7.93%
- 1Y
- 20.90%
- 3Y*
- 16.60%
- 5Y*
- 8.15%
- 10Y*
- —
AAAA
- 1D
- 0.24%
- 1M
- -1.33%
- YTD
- 10.31%
- 6M
- 9.23%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EAOA vs. AAAA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EAOA iShares ESG Aware Aggressive Allocation ETF | 8.74% | 9.56% |
AAAA Amplius Aggressive Asset Allocation ETF | 10.31% | 10.11% |
Correlation
The correlation between EAOA and AAAA is 0.97 - 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 | 0.97 |
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
EAOA vs. AAAA — Risk / Return Rank
EAOA
AAAA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EAOA vs. AAAA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and Amplius Aggressive Asset Allocation ETF (AAAA). 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.
| EAOA | AAAA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | — | — |
| Martin ratioReturn relative to average drawdown | 11.07 | — | — |
Loading charts...
Drawdowns
EAOA vs. AAAA - Drawdown Comparison
The maximum EAOA drawdown since its inception was -25.06%, which is greater than AAAA's maximum drawdown of -7.83%. Use the drawdown chart below to compare losses from any high point for EAOA and AAAA.
Loading charts...
Drawdown Indicators
| EAOA | AAAA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.06% | -7.83% | -17.23% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.06% | — | — |
Current DrawdownCurrent decline from peak | -1.78% | -2.40% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -1.05% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | — | — |
Volatility
EAOA vs. AAAA - Volatility Comparison
Loading charts...
Volatility by Period
| EAOA | AAAA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.38% | 11.82% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 11.82% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.19% | 11.82% | +1.37% |
EAOA vs. AAAA - Expense Ratio Comparison
EAOA has a 0.18% expense ratio, which is lower than AAAA's 0.49% expense ratio.
Dividends
EAOA vs. AAAA - Dividend Comparison
EAOA's dividend yield for the trailing twelve months is around 1.97%, more than AAAA's 0.80% 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% |
EAOA iShares ESG Aware Aggressive Allocation ETF | 1.97% | 2.10% | 2.09% | 2.21% | 1.93% | 1.48% | 1.12% |
Frequently Asked Questions
With a correlation of 0.97, EAOA and AAAA 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, EAOA is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EAOA is cheaper with a 0.18% expense ratio, compared with 0.49% for AAAA.
EAOA has the higher dividend yield at 1.97%, compared with 0.80% for AAAA.
They also come from different issuers: iShares and Amplius. Their fees differ too: 0.18% for EAOA and 0.49% for AAAA.
Find the right allocation for EAOA and AAAA
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