EAOA vs. FDAT

Last updated Apr 1, 2026

Compare and contrast key facts about iShares ESG Aware Aggressive Allocation ETF (EAOA) and Tactical Advantage ETF (FDAT).

EAOA and FDAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FDAT is an actively managed fund by Tactical Funds. It was launched on Apr 19, 2023.

Performance

EAOA vs. FDAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware Aggressive Allocation ETF (EAOA) and Tactical Advantage ETF (FDAT). The values are adjusted to include any dividend payments, if applicable.

EAOA vs. FDAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
EAOA iShares ESG Aware Aggressive Allocation ETF	-2.04%	18.41%	13.79%	10.61%
FDAT Tactical Advantage ETF	0.92%	7.50%	9.90%	6.14%

Returns By Period

In the year-to-date period, EAOA achieves a -2.04% return, which is significantly lower than FDAT's 0.92% return.

EAOA

• 1D: 2.46%
• 1M: -5.32%
• YTD: -2.04%
• 6M: 0.54%
• 1Y: 17.09%
• 3Y*: 13.62%
• 5Y*: 6.98%
• 10Y*: —

FDAT

• 1D: 0.41%
• 1M: -4.19%
• YTD: 0.92%
• 6M: 0.87%
• 1Y: 8.56%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EAOA vs. FDAT - Expense Ratio Comparison

EAOA has a 0.18% expense ratio, which is lower than FDAT's 0.74% expense ratio.

FDAT

Tactical Advantage ETF

EAOA

iShares ESG Aware Aggressive Allocation ETF

Return for Risk

EAOA vs. FDAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EAOA

EAOA Risk / Return Rank: 72
EAOA Sharpe Ratio Rank: 70
EAOA Sortino Ratio Rank: 72
EAOA Omega Ratio Rank: 71
EAOA Calmar Ratio Rank: 70
EAOA Martin Ratio Rank: 76

FDAT

FDAT Risk / Return Rank: 45
FDAT Sharpe Ratio Rank: 44
FDAT Sortino Ratio Rank: 41
FDAT Omega Ratio Rank: 38
FDAT Calmar Ratio Rank: 59
FDAT Martin Ratio Rank: 42

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EAOA vs. FDAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and Tactical Advantage ETF (FDAT). 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.

	EAOA	FDAT	Difference
Sharpe ratio Return per unit of total volatility	1.22	0.83	+0.39
Sortino ratio Return per unit of downside risk	1.78	1.17	+0.61
Omega ratio Gain probability vs. loss probability	1.26	1.16	+0.10
Calmar ratio Return relative to maximum drawdown	1.74	1.53	+0.20
Martin ratio Return relative to average drawdown	7.95	4.08	+3.88
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EAOA vs. FDAT - Sharpe Ratio Comparison

The current EAOA Sharpe Ratio is 1.22, which is higher than the FDAT Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of EAOA and FDAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EAOA	FDAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.22	0.83	+0.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.78	0.88	-0.10

Correlation

The correlation between EAOA and FDAT is 0.82, 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.

Dividends

EAOA vs. FDAT - Dividend Comparison

EAOA's dividend yield for the trailing twelve months is around 2.14%, less than FDAT's 5.77% yield.

	TTM	2025	2024	2023	2022	2021	2020
EAOA iShares ESG Aware Aggressive Allocation ETF	2.14%	2.10%	2.09%	2.21%	1.93%	1.48%	1.12%
FDAT Tactical Advantage ETF	5.77%	4.77%	8.99%	1.58%	0.00%	0.00%	0.00%

Drawdowns

EAOA vs. FDAT - Drawdown Comparison

The maximum EAOA drawdown since its inception was -25.06%, which is greater than FDAT's maximum drawdown of -8.20%. Use the drawdown chart below to compare losses from any high point for EAOA and FDAT.

Drawdown Indicators

	EAOA	FDAT	Difference
Max Drawdown Largest peak-to-trough decline	-25.06%	-8.20%	-16.86%
Max Drawdown (1Y) Largest decline over 1 year	-9.98%	-5.88%	-4.10%
Max Drawdown (5Y) Largest decline over 5 years	-25.06%	—	—
Current Drawdown Current decline from peak	-5.91%	-4.43%	-1.48%
Average Drawdown Average peak-to-trough decline	-5.44%	-2.20%	-3.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.18%	2.22%	-0.04%

Volatility

EAOA vs. FDAT - Volatility Comparison

iShares ESG Aware Aggressive Allocation ETF (EAOA) has a higher volatility of 5.33% compared to Tactical Advantage ETF (FDAT) at 2.12%. This indicates that EAOA's price experiences larger fluctuations and is considered to be riskier than FDAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EAOA	FDAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.33%	2.12%	+3.21%
Volatility (6M) Calculated over the trailing 6-month period	8.40%	8.12%	+0.28%
Volatility (1Y) Calculated over the trailing 1-year period	14.08%	10.34%	+3.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.19%	9.50%	+3.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.17%	9.50%	+3.67%