EAOA vs. FDEWX

In the year-to-date period, EAOA achieves a 0.57% return, which is significantly lower than FDEWX's 1.82% return.

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EAOA has a 0.18% expense ratio, which is higher than FDEWX's 0.12% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX). 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.

The current EAOA Sharpe Ratio is 0.59, which is comparable to the FDEWX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of EAOA and FDEWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EAOA's dividend yield for the trailing twelve months is around 2.12%, more than FDEWX's 1.94% yield.

The maximum EAOA drawdown since its inception was -25.06%, smaller than the maximum FDEWX drawdown of -34.73%. Use the drawdown chart below to compare losses from any high point for EAOA and FDEWX. For additional features, visit the drawdowns tool.

iShares ESG Aware Aggressive Allocation ETF (EAOA) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) have volatilities of 8.21% and 8.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.