EAOA vs. THRV
EAOA (iShares ESG Aware Aggressive Allocation ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. EAOA is passively managed, while THRV is actively managed. A 0.69 correlation means they provide meaningful diversification when combined. EAOA charges 0.18%/yr vs 1.80%/yr for THRV.
Performance
EAOA vs. THRV - Performance Comparison
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Returns By Period
In the year-to-date period, EAOA achieves a 9.93% return, which is significantly higher than THRV's 1.86% return.
EAOA
- 1D
- -0.71%
- 1M
- 4.36%
- YTD
- 9.93%
- 6M
- 10.44%
- 1Y
- 24.37%
- 3Y*
- 17.20%
- 5Y*
- 8.52%
- 10Y*
- —
THRV
- 1D
- -0.38%
- 1M
- 0.32%
- YTD
- 1.86%
- 6M
- 1.66%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EAOA vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EAOA iShares ESG Aware Aggressive Allocation ETF | 9.93% | 2.64% |
THRV Prospera Income ETF | 1.86% | 0.16% |
Correlation
The correlation between EAOA and THRV is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.69 |
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Return for Risk
EAOA vs. THRV — Risk / Return Rank
EAOA
THRV
EAOA vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Aggressive Allocation ETF (EAOA) and Prospera Income ETF (THRV). 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 | THRV | 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 | THRV | 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 | 1.04 | -0.12 |
Drawdowns
EAOA vs. THRV - Drawdown Comparison
The maximum EAOA drawdown since its inception was -25.06%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for EAOA and THRV.
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Drawdown Indicators
| EAOA | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.06% | -1.50% | -23.56% |
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% | -0.51% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -0.44% | -4.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | — | — |
Volatility
EAOA vs. THRV - Volatility Comparison
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Volatility by Period
| EAOA | THRV | 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% | 2.92% | +7.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.25% | 2.92% | +10.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.14% | 2.92% | +10.22% |
EAOA vs. THRV - Expense Ratio Comparison
EAOA has a 0.18% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
EAOA vs. THRV - Dividend Comparison
EAOA's dividend yield for the trailing twelve months is around 1.95%, less than THRV's 4.71% 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% |
THRV Prospera Income ETF | 4.71% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EAOA and THRV have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 1.80% for THRV.
THRV has the higher dividend yield at 4.71%, compared with 1.95% for EAOA.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.18% for EAOA and 1.80% for THRV.
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