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EAOM vs. GAA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EAOM vs. GAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware Moderate Allocation ETF (EAOM) and Cambria Global Asset Allocation ETF (GAA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EAOM achieves a 4.91% return, which is significantly lower than GAA's 8.56% return.


EAOM

1D
0.54%
1M
-0.12%
6M
3.43%
YTD
4.91%
1Y
11.28%
3Y*
10.05%
5Y*
3.87%
10Y*
ALL TIME*
5.76%

GAA

1D
-0.03%
1M
1.21%
6M
4.23%
YTD
8.56%
1Y
18.80%
3Y*
12.76%
5Y*
6.43%
10Y*
7.21%
ALL TIME*
6.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$30.50K$100.09K$55.05K
$221.78K$178.12K$220.71K

EAOM vs. GAA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EAOM
iShares ESG Aware Moderate Allocation ETF
4.91%12.90%7.29%11.83%-15.48%6.39%10.30%
GAA
Cambria Global Asset Allocation ETF
8.56%18.76%6.67%7.65%-8.47%11.17%15.24%

Correlation

The correlation between EAOM and GAA is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.63

Correlation (3Y)
Balances recent behavior with more history.

0.60

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.59

Correlation (All Time)
Calculated using the full available price history since Jun 18, 2020

0.57

The correlation between EAOM and GAA has been stable across timeframes, ranging from 0.57 to 0.63 - a consistent structural relationship.

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Return for Risk

EAOM vs. GAA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EAOM
EAOM Risk / Return Rank: 6767
Overall Rank
EAOM Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
EAOM Sortino Ratio Rank: 6868
Sortino Ratio Rank
EAOM Omega Ratio Rank: 6767
Omega Ratio Rank
EAOM Calmar Ratio Rank: 5959
Calmar Ratio Rank
EAOM Martin Ratio Rank: 7171
Martin Ratio Rank

GAA
GAA Risk / Return Rank: 8383
Overall Rank
GAA Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
GAA Sortino Ratio Rank: 8383
Sortino Ratio Rank
GAA Omega Ratio Rank: 8484
Omega Ratio Rank
GAA Calmar Ratio Rank: 8484
Calmar Ratio Rank
GAA Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EAOM vs. GAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Moderate Allocation ETF (EAOM) and Cambria Global Asset Allocation ETF (GAA). 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.


EAOMGAADifference
Sharpe ratioReturn per unit of total volatility

-0.38

Sortino ratioReturn per unit of downside risk

-0.47

Omega ratioGain probability vs. loss probability

1.30

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

2.19

3.27

-1.08

Martin ratioReturn relative to average drawdown

9.17

11.60

-2.43

EAOM vs. GAA - Sharpe Ratio Comparison

The current EAOM Sharpe Ratio is 1.63, which is comparable to the GAA Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of EAOM and GAA, 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

EAOM vs. GAA - Drawdown Comparison

The maximum EAOM drawdown since its inception was -20.73%, smaller than the maximum GAA drawdown of -26.57%. Use the drawdown chart below to compare losses from any high point for EAOM and GAA.


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Drawdown Indicators


EAOMGAADifference

Max Drawdown

Largest peak-to-trough decline

-20.73%

-26.57%

+5.84%

Max Drawdown (1Y)

Largest decline over 1 year

-5.17%

-5.78%

+0.61%

Max Drawdown (3Y)

Largest decline over 3 years

-7.06%

-7.18%

+0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-20.73%

-18.47%

-2.26%

Max Drawdown (10Y)

Largest decline over 10 years

-26.57%

Current Drawdown

Current decline from peak

-0.61%

-1.42%

+0.81%

Average Drawdown

Average peak-to-trough decline

-4.85%

-3.82%

-1.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.23%

1.62%

-0.39%

Volatility

EAOM vs. GAA - Volatility Comparison

iShares ESG Aware Moderate Allocation ETF (EAOM) has a higher volatility of 2.06% compared to Cambria Global Asset Allocation ETF (GAA) at 1.83%. This indicates that EAOM's price experiences larger fluctuations and is considered to be riskier than GAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EAOMGAADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.06%

1.83%

+0.23%

Volatility (6M)

Calculated over the trailing 6-month period

5.88%

7.67%

-1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

6.97%

9.42%

-2.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.17%

11.31%

-3.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.91%

11.09%

-3.18%

EAOM vs. GAA - Expense Ratio Comparison

EAOM has a 0.18% expense ratio, which is lower than GAA's 0.40% expense ratio.


Dividends

EAOM vs. GAA - Dividend Comparison

EAOM's dividend yield for the trailing twelve months is around 2.87%, less than GAA's 3.50% yield.


PositionTTM20252024202320222021202020192018201720162015
EAOM
iShares ESG Aware Moderate Allocation ETF
2.87%2.89%2.89%2.70%1.93%1.32%1.02%0.00%0.00%0.00%0.00%0.00%
GAA
Cambria Global Asset Allocation ETF
3.50%4.24%3.88%3.73%6.05%4.21%2.73%3.32%3.01%2.36%2.82%2.49%

Frequently Asked Questions


EAOM and GAA have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EAOM has higher volatility (2.06%) compared to GAA (1.83%). In terms of maximum drawdown, EAOM dropped -20.73% vs GAA's -26.57%.

On 5-year performance, GAA leads with 6.43% vs 3.87% for EAOM. On fees, EAOM is cheaper at 0.18% per year. On volatility, GAA has been the lower-risk option at 1.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GAA has performed better with a 6.43% return vs 3.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EAOM is cheaper with a 0.18% expense ratio, compared with 0.40% for GAA.

GAA has the higher dividend yield at 3.50%, compared with 2.87% for EAOM.

They also come from different issuers: iShares and Cambria. Their fees differ too: 0.18% for EAOM and 0.40% for GAA.

GAA currently has the higher Sharpe Ratio (2.01 vs 1.63), 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.

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