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EAOA vs. MDAA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EAOA vs. MDAA - Performance Comparison

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

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Returns By Period

In the year-to-date period, EAOA achieves a 9.93% return, which is significantly lower than MDAA's 22.13% return.


EAOA

1D
-0.71%
1M
4.36%
YTD
9.93%
6M
10.44%
1Y
24.37%
3Y*
17.20%
5Y*
8.52%
10Y*

MDAA

1D
-1.11%
1M
8.24%
YTD
22.13%
6M
22.52%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EAOA vs. MDAA - Yearly Performance Comparison


Correlation

The correlation between EAOA and MDAA is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 6, 2025

0.91

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Return for Risk

EAOA vs. MDAA — Risk / Return Rank

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

EAOA
EAOA Risk / Return Rank: 6868
Overall Rank
EAOA Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
EAOA Sortino Ratio Rank: 7070
Sortino Ratio Rank
EAOA Omega Ratio Rank: 6868
Omega Ratio Rank
EAOA Calmar Ratio Rank: 6060
Calmar Ratio Rank
EAOA Martin Ratio Rank: 7171
Martin Ratio Rank

MDAA
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. MDAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and Myriad Dynamic Asset Allocation ETF (MDAA). 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.


EAOAMDAADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

3.00

Martin ratioReturn relative to average drawdown

13.30

EAOA vs. MDAA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EAOAMDAADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.93

1.47

-0.54

Drawdowns

EAOA vs. MDAA - Drawdown Comparison

The maximum EAOA drawdown since its inception was -25.06%, which is greater than MDAA's maximum drawdown of -14.59%. Use the drawdown chart below to compare losses from any high point for EAOA and MDAA.


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Drawdown Indicators


EAOAMDAADifference

Max Drawdown

Largest peak-to-trough decline

-25.06%

-14.59%

-10.47%

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 Drawdown

Current decline from peak

-0.71%

-1.11%

+0.40%

Average Drawdown

Average peak-to-trough decline

-5.31%

-2.93%

-2.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.84%

Volatility

EAOA vs. MDAA - Volatility Comparison


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Volatility by Period


EAOAMDAADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.39%

Volatility (6M)

Calculated over the trailing 6-month period

8.64%

Volatility (1Y)

Calculated over the trailing 1-year period

10.75%

23.89%

-13.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.25%

23.89%

-10.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.14%

23.89%

-10.75%

EAOA vs. MDAA - Expense Ratio Comparison

EAOA has a 0.18% expense ratio, which is lower than MDAA's 0.97% expense ratio.


Dividends

EAOA vs. MDAA - Dividend Comparison

EAOA's dividend yield for the trailing twelve months is around 1.95%, more than MDAA's 0.38% yield.


PositionTTM202520242023202220212020
EAOA
iShares ESG Aware Aggressive Allocation ETF
1.95%2.10%2.09%2.21%1.93%1.48%1.12%
MDAA
Myriad Dynamic Asset Allocation ETF
0.38%0.46%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, EAOA and MDAA 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 0.97% for MDAA.

EAOA has the higher dividend yield at 1.95%, compared with 0.38% for MDAA.

They also come from different issuers: iShares and Myriad. Their fees differ too: 0.18% for EAOA and 0.97% for MDAA.

Portfolio Optimizer

Find the right allocation for EAOA and MDAA

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