EAOA vs. IVV
Compare and contrast key facts about iShares ESG Aware Aggressive Allocation ETF (EAOA) and iShares Core S&P 500 ETF (IVV).
EAOA and IVV 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. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both EAOA and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EAOA vs. IVV - Performance Comparison
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EAOA vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EAOA iShares ESG Aware Aggressive Allocation ETF | -2.04% | 18.41% | 13.79% | 18.27% | -17.76% | 14.52% | 19.79% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 21.54% |
Returns By Period
In the year-to-date period, EAOA achieves a -2.04% return, which is significantly higher than IVV's -4.38% return.
EAOA
- 1D
- 2.46%
- 1M
- -5.32%
- YTD
- -2.04%
- 6M
- 0.54%
- 1Y
- 17.09%
- 3Y*
- 13.62%
- 5Y*
- 6.98%
- 10Y*
- —
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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EAOA vs. IVV - Expense Ratio Comparison
EAOA has a 0.18% expense ratio, which is higher than IVV's 0.03% 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%.
Return for Risk
EAOA vs. IVV — Risk / Return Rank
EAOA
IVV
EAOA vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and iShares Core S&P 500 ETF (IVV). 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 | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.97 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.49 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.53 | +0.21 |
Martin ratioReturn relative to average drawdown | 7.95 | 7.32 | +0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EAOA | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.97 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.42 | +0.36 |
Correlation
The correlation between EAOA and IVV is 0.96, 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. IVV - Dividend Comparison
EAOA's dividend yield for the trailing twelve months is around 2.14%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAOA iShares ESG Aware Aggressive Allocation ETF | 2.14% | 2.10% | 2.09% | 2.21% | 1.93% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
EAOA vs. IVV - Drawdown Comparison
The maximum EAOA drawdown since its inception was -25.06%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for EAOA and IVV.
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Drawdown Indicators
| EAOA | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.06% | -55.25% | +30.19% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -12.06% | +2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.06% | -24.53% | -0.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -5.91% | -6.26% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -10.85% | +5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.53% | -0.35% |
Volatility
EAOA vs. IVV - Volatility Comparison
iShares ESG Aware Aggressive Allocation ETF (EAOA) and iShares Core S&P 500 ETF (IVV) have volatilities of 5.33% and 5.30%, 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.
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Volatility by Period
| EAOA | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 5.30% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 9.45% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.08% | 18.31% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.19% | 16.89% | -3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 18.04% | -4.87% |