EAOM vs. DGRO
Compare and contrast key facts about iShares ESG Aware Moderate Allocation ETF (EAOM) and iShares Core Dividend Growth ETF (DGRO).
EAOM and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EAOM is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Moderate Allocation Index. It was launched on Jun 12, 2020. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both EAOM and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EAOM vs. DGRO - Performance Comparison
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EAOM vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EAOM iShares ESG Aware Moderate Allocation ETF | -0.60% | 12.90% | 7.29% | 11.83% | -15.48% | 6.39% | 10.30% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 19.06% |
Returns By Period
In the year-to-date period, EAOM achieves a -0.60% return, which is significantly lower than DGRO's 1.60% return.
EAOM
- 1D
- 0.38%
- 1M
- -2.76%
- YTD
- -0.60%
- 6M
- 0.88%
- 1Y
- 10.92%
- 3Y*
- 8.70%
- 5Y*
- 3.67%
- 10Y*
- —
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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EAOM vs. DGRO - Expense Ratio Comparison
EAOM has a 0.18% expense ratio, which is higher than DGRO's 0.08% 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%.
Return for Risk
EAOM vs. DGRO — Risk / Return Rank
EAOM
DGRO
EAOM vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Moderate Allocation ETF (EAOM) and iShares Core Dividend Growth ETF (DGRO). 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.
| EAOM | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.14 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.66 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.48 | +0.51 |
Martin ratioReturn relative to average drawdown | 8.33 | 6.80 | +1.53 |
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
| EAOM | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.14 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.74 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.73 | -0.08 |
Correlation
The correlation between EAOM and DGRO is 0.77, 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.
Dividends
EAOM vs. DGRO - Dividend Comparison
EAOM's dividend yield for the trailing twelve months is around 2.91%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAOM iShares ESG Aware Moderate Allocation ETF | 2.91% | 2.89% | 2.89% | 2.70% | 1.93% | 1.32% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
EAOM vs. DGRO - Drawdown Comparison
The maximum EAOM drawdown since its inception was -20.73%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for EAOM and DGRO.
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Drawdown Indicators
| EAOM | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.73% | -35.10% | +14.37% |
Max Drawdown (1Y)Largest decline over 1 year | -5.67% | -10.92% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -20.73% | -19.31% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -3.31% | -4.70% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -5.09% | -3.48% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 2.37% | -1.02% |
Volatility
EAOM vs. DGRO - Volatility Comparison
The current volatility for iShares ESG Aware Moderate Allocation ETF (EAOM) is 3.27%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.57%. This indicates that EAOM experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAOM | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 3.57% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 4.82% | 7.21% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.04% | 14.47% | -6.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.01% | 13.84% | -5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.91% | 16.63% | -8.72% |