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EAOK vs. RBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EAOK vs. RBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware Conservative Allocation ETF (EAOK) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EAOK achieves a 3.98% return, which is significantly higher than RBIL's 2.31% return.


EAOK

1D
-0.22%
1M
1.03%
YTD
3.98%
6M
3.97%
1Y
11.95%
3Y*
8.74%
5Y*
3.20%
10Y*

RBIL

1D
-0.05%
1M
-0.20%
YTD
2.31%
6M
2.35%
1Y
3.95%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EAOK vs. RBIL - Yearly Performance Comparison


Correlation

The correlation between EAOK and RBIL is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.20

Correlation (All Time)
Calculated using the full available price history since Feb 25, 2025

-0.21

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Return for Risk

EAOK vs. RBIL — Risk / Return Rank

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

EAOK
EAOK Risk / Return Rank: 6565
Overall Rank
EAOK Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EAOK Sortino Ratio Rank: 6868
Sortino Ratio Rank
EAOK Omega Ratio Rank: 7070
Omega Ratio Rank
EAOK Calmar Ratio Rank: 5656
Calmar Ratio Rank
EAOK Martin Ratio Rank: 6666
Martin Ratio Rank

RBIL
RBIL Risk / Return Rank: 9797
Overall Rank
RBIL Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RBIL Sortino Ratio Rank: 9797
Sortino Ratio Rank
RBIL Omega Ratio Rank: 9898
Omega Ratio Rank
RBIL Calmar Ratio Rank: 9595
Calmar Ratio Rank
RBIL Martin Ratio Rank: 9797
Martin Ratio Rank
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.

EAOK vs. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Conservative Allocation ETF (EAOK) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EAOKRBILDifference
Sharpe ratioReturn per unit of total volatility

-2.10

Sortino ratioReturn per unit of downside risk

-3.38

Omega ratioGain probability vs. loss probability

1.40

2.06

-0.66

Calmar ratioReturn relative to maximum drawdown

2.71

7.59

-4.88

Martin ratioReturn relative to average drawdown

11.65

44.07

-32.43

EAOK vs. RBIL - Sharpe Ratio Comparison

The current EAOK Sharpe Ratio is 2.08, which is lower than the RBIL Sharpe Ratio of 4.18. The chart below compares the historical Sharpe Ratios of EAOK and RBIL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EAOK vs. RBIL - Drawdown Comparison

The maximum EAOK drawdown since its inception was -19.91%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for EAOK and RBIL.


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Drawdown Indicators


EAOKRBILDifference

Max Drawdown

Largest peak-to-trough decline

-19.91%

-0.52%

-19.39%

Max Drawdown (1Y)

Largest decline over 1 year

-4.43%

-0.52%

-3.91%

Max Drawdown (3Y)

Largest decline over 3 years

-7.08%

Max Drawdown (5Y)

Largest decline over 5 years

-19.91%

Current Drawdown

Current decline from peak

-0.27%

-0.51%

+0.24%

Average Drawdown

Average peak-to-trough decline

-4.98%

-0.07%

-4.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

0.09%

+0.94%

Volatility

EAOK vs. RBIL - Volatility Comparison

iShares ESG Aware Conservative Allocation ETF (EAOK) has a higher volatility of 2.24% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that EAOK's price experiences larger fluctuations and is considered to be riskier than RBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EAOKRBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.24%

0.36%

+1.88%

Volatility (6M)

Calculated over the trailing 6-month period

4.84%

0.85%

+3.99%

Volatility (1Y)

Calculated over the trailing 1-year period

5.79%

0.95%

+4.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.09%

1.07%

+6.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.85%

1.07%

+5.78%

EAOK vs. RBIL - Expense Ratio Comparison

EAOK has a 0.18% expense ratio, which is higher than RBIL's 0.17% 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%.


Dividends

EAOK vs. RBIL - Dividend Comparison

EAOK's dividend yield for the trailing twelve months is around 3.17%, less than RBIL's 4.38% yield.


PositionTTM202520242023202220212020
EAOK
iShares ESG Aware Conservative Allocation ETF
3.17%3.18%3.15%2.80%2.27%1.19%1.00%
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
4.38%3.65%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EAOK and RBIL have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EAOK has higher volatility (2.24%) compared to RBIL (0.36%). In terms of maximum drawdown, EAOK dropped -19.91% vs RBIL's -0.52%.

On 1-year performance, EAOK leads with 11.95% vs 3.95% for RBIL. On fees, RBIL is cheaper at 0.17% per year. On volatility, RBIL has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EAOK has performed better with a 11.95% return vs 3.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RBIL is cheaper with a 0.17% expense ratio, compared with 0.18% for EAOK.

RBIL has the higher dividend yield at 4.38%, compared with 3.17% for EAOK.

EAOK is categorized as Diversified Portfolio, while RBIL is Inflation-Protected Bonds. EAOK tracks BlackRock ESG Aware Conservative Allocation Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: iShares and F/m. Their fees differ too: 0.18% for EAOK and 0.17% for RBIL.

RBIL currently has the higher Sharpe Ratio (4.18 vs 2.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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