EAOM vs. HNDL
EAOM (iShares ESG Aware Moderate Allocation ETF) and HNDL (Strategy Shares Nasdaq 7HANDL Index ETF) are both Diversified Portfolio funds - EAOM tracks the BlackRock ESG Aware Moderate Allocation Index while HNDL tracks the NASDAQ 7 HANDL™ Index. Both are passively managed. Over the past 5 years, EAOM returned 4.08%/yr vs 4.83%/yr for HNDL. Their correlation of 0.87 suggests significant overlap in exposure. EAOM charges 0.18%/yr vs 0.97%/yr for HNDL.
Performance
EAOM vs. HNDL - Performance Comparison
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Returns By Period
In the year-to-date period, EAOM achieves a 4.81% return, which is significantly lower than HNDL's 7.62% return.
EAOM
- 1D
- -0.36%
- 1M
- -0.51%
- 6M
- 3.55%
- YTD
- 4.81%
- 1Y
- 11.87%
- 3Y*
- 9.59%
- 5Y*
- 4.08%
- 10Y*
- —
HNDL
- 1D
- -0.00%
- 1M
- 0.24%
- 6M
- 6.17%
- YTD
- 7.62%
- 1Y
- 13.97%
- 3Y*
- 11.07%
- 5Y*
- 4.83%
- 10Y*
- —
EAOM vs. HNDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EAOM iShares ESG Aware Moderate Allocation ETF | 4.81% | 12.90% | 7.29% | 11.83% | -15.48% | 6.39% | 10.30% |
HNDL Strategy Shares Nasdaq 7HANDL Index ETF | 7.62% | 10.76% | 10.66% | 13.28% | -19.12% | 9.06% | 9.20% |
Correlation
The correlation between EAOM and HNDL is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2020 | 0.87 |
The correlation between EAOM and HNDL has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.
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Return for Risk
EAOM vs. HNDL — Risk / Return Rank
EAOM
HNDL
EAOM vs. HNDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Moderate Allocation ETF (EAOM) and Strategy Shares Nasdaq 7HANDL Index ETF (HNDL). 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.
| EAOM | HNDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.35 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.83 | -0.52 |
| Martin ratioReturn relative to average drawdown | 9.91 | 11.50 | -1.59 |
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Drawdowns
EAOM vs. HNDL - Drawdown Comparison
The maximum EAOM drawdown since its inception was -20.73%, smaller than the maximum HNDL drawdown of -23.72%. Use the drawdown chart below to compare losses from any high point for EAOM and HNDL.
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Drawdown Indicators
| EAOM | HNDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.73% | -23.72% | +2.99% |
Max Drawdown (1Y)Largest decline over 1 year | -5.17% | -4.96% | -0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -7.63% | -12.25% | +4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -20.73% | -23.72% | +2.99% |
Current DrawdownCurrent decline from peak | -0.70% | -0.13% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -4.81% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.22% | -0.02% |
Volatility
EAOM vs. HNDL - Volatility Comparison
iShares ESG Aware Moderate Allocation ETF (EAOM) and Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) have volatilities of 1.87% and 1.82%, 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.
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Volatility by Period
| EAOM | HNDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 1.82% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 5.81% | 5.94% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.82% | 7.46% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.15% | 11.56% | -3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.92% | 10.70% | -2.78% |
EAOM vs. HNDL - Expense Ratio Comparison
EAOM has a 0.18% expense ratio, which is lower than HNDL's 0.97% expense ratio.
Dividends
EAOM vs. HNDL - Dividend Comparison
EAOM's dividend yield for the trailing twelve months is around 2.87%, less than HNDL's 6.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
HNDL Strategy Shares Nasdaq 7HANDL Index ETF | 6.90% | 6.86% | 7.02% | 6.78% | 7.87% | 6.86% | 6.21% | 5.27% | 6.42% |
Frequently Asked Questions
EAOM and HNDL have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EAOM has higher volatility (1.87%) compared to HNDL (1.82%). In terms of maximum drawdown, EAOM dropped -20.73% vs HNDL's -23.72%.
On 5-year performance, HNDL leads with 4.83% vs 4.08% for EAOM. On fees, EAOM is cheaper at 0.18% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, HNDL has performed better with a 4.83% return vs 4.08%. 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 0.97% for HNDL.
HNDL has the higher dividend yield at 6.90%, compared with 2.87% for EAOM.
EAOM tracks BlackRock ESG Aware Moderate Allocation Index, while HNDL tracks NASDAQ 7 HANDL™ Index. They also come from different issuers: iShares and Rational Capital LLC. Their fees differ too: 0.18% for EAOM and 0.97% for HNDL.
HNDL currently has the higher Sharpe Ratio (1.88 vs 1.75), 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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