EAOM vs. THRV
EAOM (iShares ESG Aware Moderate Allocation ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. EAOM is passively managed, while THRV is actively managed. A 0.70 correlation means they provide meaningful diversification when combined. EAOM charges 0.18%/yr vs 1.80%/yr for THRV.
Performance
EAOM vs. THRV - Performance Comparison
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Returns By Period
In the year-to-date period, EAOM achieves a 4.81% return, which is significantly higher than THRV's 2.36% return.
EAOM
- 1D
- -0.36%
- 1M
- -0.51%
- 6M
- 3.55%
- YTD
- 4.81%
- 1Y
- 11.87%
- 3Y*
- 9.59%
- 5Y*
- 4.08%
- 10Y*
- —
THRV
- 1D
- 0.10%
- 1M
- 0.31%
- 6M
- 1.48%
- YTD
- 2.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EAOM vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EAOM iShares ESG Aware Moderate Allocation ETF | 4.81% | 2.07% |
THRV Prospera Income ETF | 2.36% | 0.15% |
Correlation
The correlation between EAOM and THRV is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.70 |
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Return for Risk
EAOM vs. THRV — Risk / Return Rank
EAOM
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EAOM vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Moderate Allocation ETF (EAOM) and Prospera Income ETF (THRV). 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 | THRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | — | — |
| Martin ratioReturn relative to average drawdown | 9.91 | — | — |
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Drawdowns
EAOM vs. THRV - Drawdown Comparison
The maximum EAOM drawdown since its inception was -20.73%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for EAOM and THRV.
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Drawdown Indicators
| EAOM | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.73% | -1.50% | -19.23% |
Max Drawdown (1Y)Largest decline over 1 year | -5.17% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -7.63% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.73% | — | — |
Current DrawdownCurrent decline from peak | -0.70% | -0.03% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -0.43% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | — | — |
Volatility
EAOM vs. THRV - Volatility Comparison
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Volatility by Period
| EAOM | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.81% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.82% | 2.86% | +3.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.15% | 2.86% | +5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.92% | 2.86% | +5.06% |
EAOM vs. THRV - Expense Ratio Comparison
EAOM has a 0.18% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
EAOM vs. THRV - Dividend Comparison
EAOM's dividend yield for the trailing twelve months is around 2.87%, less than THRV's 5.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
EAOM iShares ESG Aware Moderate Allocation ETF | 2.87% | 2.89% | 2.89% | 2.70% | 1.93% | 1.32% | 1.02% |
THRV Prospera Income ETF | 5.37% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EAOM and THRV have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EAOM is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EAOM is cheaper with a 0.18% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 5.37%, compared with 2.87% for EAOM.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.18% for EAOM and 1.80% for THRV.
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