EAOK vs. AOK
Compare and contrast key facts about iShares ESG Aware Conservative Allocation ETF (EAOK) and iShares Core Conservative Allocation ETF (AOK).
EAOK and AOK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EAOK is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Conservative Allocation Index. It was launched on Jun 12, 2020. AOK is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Conservative Index. It was launched on Nov 4, 2008. Both EAOK and AOK are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAOK or AOK.
Correlation
The correlation between EAOK and AOK is 0.76, 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.
Performance
EAOK vs. AOK - Performance Comparison
Key characteristics
EAOK:
0.97
AOK:
1.04
EAOK:
1.45
AOK:
1.49
EAOK:
1.19
AOK:
1.19
EAOK:
1.04
AOK:
1.41
EAOK:
4.42
AOK:
5.19
EAOK:
1.48%
AOK:
1.35%
EAOK:
6.74%
AOK:
6.80%
EAOK:
-19.92%
AOK:
-18.94%
EAOK:
-1.15%
AOK:
-0.65%
Returns By Period
In the year-to-date period, EAOK achieves a 1.52% return, which is significantly lower than AOK's 1.82% return.
EAOK
1.52%
4.38%
0.13%
6.48%
N/A
N/A
AOK
1.82%
4.53%
0.67%
7.04%
3.98%
3.93%
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EAOK vs. AOK - Expense Ratio Comparison
EAOK has a 0.18% expense ratio, which is lower than AOK's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EAOK vs. AOK — Risk-Adjusted Performance Rank
EAOK
AOK
EAOK vs. AOK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Conservative Allocation ETF (EAOK) and iShares Core Conservative Allocation ETF (AOK). 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.
Dividends
EAOK vs. AOK - Dividend Comparison
EAOK's dividend yield for the trailing twelve months is around 3.19%, less than AOK's 3.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAOK iShares ESG Aware Conservative Allocation ETF | 3.19% | 3.15% | 2.80% | 2.27% | 1.19% | 1.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOK iShares Core Conservative Allocation ETF | 3.33% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.72% | 2.68% | 2.91% | 2.14% | 2.02% | 2.08% |
Drawdowns
EAOK vs. AOK - Drawdown Comparison
The maximum EAOK drawdown since its inception was -19.92%, which is greater than AOK's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for EAOK and AOK. For additional features, visit the drawdowns tool.
Volatility
EAOK vs. AOK - Volatility Comparison
iShares ESG Aware Conservative Allocation ETF (EAOK) and iShares Core Conservative Allocation ETF (AOK) have volatilities of 3.37% and 3.38%, 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.