EAOR vs. MFUL

Last updated Aug 5, 2026

EAOR (iShares ESG Aware Growth Allocation ETF) and MFUL (Mindful Conservative ETF) are both Diversified Portfolio funds. EAOR is passively managed, while MFUL is actively managed. Over the past 3 years, EAOR returned 13.62%/yr vs 4.93%/yr for MFUL. Their 0.73 correlation means they have sometimes moved together and sometimes differently. EAOR charges 0.18%/yr vs 1.10%/yr for MFUL.

Performance

EAOR vs. MFUL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware Growth Allocation ETF (EAOR) and Mindful Conservative ETF (MFUL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EAOR achieves a 8.99% return, which is significantly higher than MFUL's 3.64% return.

EAOR

• 1D: 1.29%
• 1M: 1.63%
• 6M: 7.19%
• YTD: 8.99%
• 1Y: 16.51%
• 3Y*: 13.62%
• 5Y*: 6.30%
• 10Y*: —
• ALL TIME*: 9.01%

MFUL

• 1D: 0.68%
• 1M: 0.68%
• 6M: 2.17%
• YTD: 3.64%
• 1Y: 5.30%
• 3Y*: 4.93%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 0.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EAOR iShares ESG Aware Growth Allocation ETF	$101.16K	$92.75K	$68.31K
MFUL Mindful Conservative ETF	$7.28K	$15.36K	$11.55K

EAOR vs. MFUL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EAOR iShares ESG Aware Growth Allocation ETF	8.99%	15.59%	10.69%	14.96%	-16.66%	0.20%
MFUL Mindful Conservative ETF	3.64%	4.51%	5.36%	2.24%	-12.46%	-1.61%

Correlation

The correlation between EAOR and MFUL is 0.89, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.89
Correlation (3Y) Balances recent behavior with more history.	0.87
Correlation (All Time) Calculated using the full available price history since Nov 3, 2021	0.73

The correlation between EAOR and MFUL shifts across timeframes, from 0.73 (all time) to 0.89 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

EAOR vs. MFUL — Risk / Return Rank

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

EAOR

EAOR Risk / Return Rank: 68
EAOR Sharpe Ratio Rank: 68
EAOR Sortino Ratio Rank: 69
EAOR Omega Ratio Rank: 68
EAOR Calmar Ratio Rank: 63
EAOR Martin Ratio Rank: 73

MFUL

MFUL Risk / Return Rank: 42
MFUL Sharpe Ratio Rank: 43
MFUL Sortino Ratio Rank: 41
MFUL Omega Ratio Rank: 43
MFUL Calmar Ratio Rank: 40
MFUL Martin Ratio Rank: 46

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.

EAOR vs. MFUL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Growth Allocation ETF (EAOR) and Mindful Conservative ETF (MFUL). 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.

	EAOR	MFUL	Difference
Sharpe ratio: Return per unit of total volatility	1.77	1.22	+0.55
Sortino ratio: Return per unit of downside risk	2.54	1.71	+0.83
Omega ratio: Gain probability vs. loss probability	1.33	1.23	+0.10
Calmar ratio: Return relative to maximum drawdown	2.51	1.58	+0.92
Martin ratio: Return relative to average drawdown	10.38	5.73	+4.65

EAOR vs. MFUL - Sharpe Ratio Comparison

The current EAOR Sharpe Ratio is 1.77, which is higher than the MFUL Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of EAOR and MFUL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EAOR vs. MFUL - Drawdown Comparison

The maximum EAOR drawdown since its inception was -22.91%, which is greater than MFUL's maximum drawdown of -16.41%. Use the drawdown chart below to compare losses from any high point for EAOR and MFUL.

Drawdown Indicators

	EAOR	MFUL	Difference
Max Drawdown Largest peak-to-trough decline	-22.91%	-16.41%	-6.50%
Max Drawdown (1Y) Largest decline over 1 year	-6.62%	-3.36%	-3.26%
Max Drawdown (3Y) Largest decline over 3 years	-10.28%	-4.74%	-5.54%
Max Drawdown (5Y) Largest decline over 5 years	-22.91%	—	—
Current Drawdown Current decline from peak	0.00%	-0.11%	+0.11%
Average Drawdown Average peak-to-trough decline	-4.94%	-9.19%	+4.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.59%	0.93%	+0.66%

Volatility

EAOR vs. MFUL - Volatility Comparison

iShares ESG Aware Growth Allocation ETF (EAOR) has a higher volatility of 2.97% compared to Mindful Conservative ETF (MFUL) at 1.25%. This indicates that EAOR's price experiences larger fluctuations and is considered to be riskier than MFUL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EAOR	MFUL	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.97%	1.25%	+1.72%
Volatility (6M) Calculated over the trailing 6-month period	7.89%	3.65%	+4.24%
Volatility (1Y) Calculated over the trailing 1-year period	9.38%	4.36%	+5.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.66%	4.28%	+6.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.42%	4.28%	+6.14%

EAOR vs. MFUL - Expense Ratio Comparison

EAOR has a 0.18% expense ratio, which is lower than MFUL's 1.10% expense ratio.

Dividends

EAOR vs. MFUL - Dividend Comparison

EAOR's dividend yield for the trailing twelve months is around 2.34%, less than MFUL's 2.39% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
EAOR iShares ESG Aware Growth Allocation ETF	2.34%	2.45%	2.52%	2.39%	1.99%	1.39%	1.07%
MFUL Mindful Conservative ETF	2.39%	3.31%	2.59%	5.00%	0.29%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EAOR and MFUL in my portfolio?

EAOR and MFUL have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EAOR or MFUL?

EAOR has higher volatility (2.97%) compared to MFUL (1.25%). In terms of maximum drawdown, EAOR dropped -22.91% vs MFUL's -16.41%.

Which ETF is better, EAOR or MFUL?

On 3-year performance, EAOR leads with 13.62% vs 4.93% for MFUL. On fees, EAOR is cheaper at 0.18% per year. On volatility, MFUL has been the lower-risk option at 1.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EAOR or MFUL?

Over the 3-year period, EAOR has performed better with a 13.62% return vs 4.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EAOR or MFUL?

EAOR is cheaper with a 0.18% expense ratio, compared with 1.10% for MFUL.

Which ETF pays a higher dividend yield, EAOR or MFUL?

MFUL has the higher dividend yield at 2.39%, compared with 2.34% for EAOR.

What is the main difference between EAOR and MFUL?

They also come from different issuers: iShares and Mohr. Their fees differ too: 0.18% for EAOR and 1.10% for MFUL.

Which has better risk-adjusted returns?

EAOR currently has the higher Sharpe Ratio (1.77 vs 1.22), 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.