EAOA vs. SPLS
EAOA (iShares ESG Aware Aggressive Allocation ETF) and SPLS (PIMCO U.S. Stocks PLUS Active Bond ETF) are both Diversified Portfolio funds. EAOA is passively managed, while SPLS is actively managed. With a 0.97 correlation, they move nearly in lockstep. Both charge a 0.18% expense ratio.
Performance
EAOA vs. SPLS - Performance Comparison
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Returns By Period
EAOA
- 1D
- -0.71%
- 1M
- 4.36%
- YTD
- 9.93%
- 6M
- 10.44%
- 1Y
- 24.37%
- 3Y*
- 17.20%
- 5Y*
- 8.52%
- 10Y*
- —
SPLS
- 1D
- -0.65%
- 1M
- 5.18%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EAOA vs. SPLS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EAOA iShares ESG Aware Aggressive Allocation ETF | 7.75% |
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF | 9.37% |
Correlation
The correlation between EAOA and SPLS 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 Jan 20, 2026 | 0.97 |
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Return for Risk
EAOA vs. SPLS — Risk / Return Rank
EAOA
SPLS
EAOA vs. SPLS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and PIMCO U.S. Stocks PLUS Active Bond ETF (SPLS). 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 | SPLS | Difference | |
|---|---|---|---|
| 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 | — | — |
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 | SPLS | Difference | |
|---|---|---|---|
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 | 1.82 | -0.89 |
Drawdowns
EAOA vs. SPLS - Drawdown Comparison
The maximum EAOA drawdown since its inception was -25.06%, which is greater than SPLS's maximum drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for EAOA and SPLS.
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Drawdown Indicators
| EAOA | SPLS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.06% | -9.24% | -15.82% |
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 | -0.71% | -0.65% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -1.85% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | — | — |
Volatility
EAOA vs. SPLS - Volatility Comparison
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Volatility by Period
| EAOA | SPLS | Difference | |
|---|---|---|---|
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% | 15.02% | -4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.25% | 15.02% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.14% | 15.02% | -1.88% |
EAOA vs. SPLS - Expense Ratio Comparison
Both EAOA and SPLS have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
EAOA vs. SPLS - Dividend Comparison
EAOA's dividend yield for the trailing twelve months is around 1.95%, more than SPLS's 0.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
EAOA iShares ESG Aware Aggressive Allocation ETF | 1.95% | 2.10% | 2.09% | 2.21% | 1.93% | 1.48% | 1.12% |
SPLS PIMCO U.S. Stocks PLUS Active Bond ETF | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, EAOA and SPLS 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.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EAOA and SPLS have the same expense ratio: 0.18% per year.
EAOA has the higher dividend yield at 1.95%, compared with 0.22% for SPLS.
They also come from different issuers: iShares and PIMCO.
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