GBAL.TO vs. EAOR
Compare and contrast key facts about iShares ESG Balanced ETF Portfolio (GBAL.TO) and iShares ESG Aware Growth Allocation ETF (EAOR).
GBAL.TO and EAOR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GBAL.TO is an actively managed fund by iShares. It was launched on Sep 2, 2020. EAOR is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Growth Allocation Index. It was launched on Jun 12, 2020.
Performance
GBAL.TO vs. EAOR - Performance Comparison
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GBAL.TO vs. EAOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GBAL.TO iShares ESG Balanced ETF Portfolio | -0.84% | 11.77% | 17.38% | 14.48% | -11.94% | 11.32% | 6.10% |
EAOR iShares ESG Aware Growth Allocation ETF | 0.31% | 10.29% | 20.20% | 12.43% | -10.73% | 9.51% | 5.90% |
Different Trading Currencies
GBAL.TO is traded in CAD, while EAOR is traded in USD. To make them comparable, the EAOR values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, GBAL.TO achieves a -0.84% return, which is significantly lower than EAOR's 0.31% return.
GBAL.TO
- 1D
- 0.60%
- 1M
- -2.88%
- YTD
- -0.84%
- 6M
- -1.33%
- 1Y
- 11.13%
- 3Y*
- 12.34%
- 5Y*
- 7.34%
- 10Y*
- —
EAOR
- 1D
- 0.43%
- 1M
- -1.90%
- YTD
- 0.31%
- 6M
- 0.63%
- 1Y
- 11.07%
- 3Y*
- 12.35%
- 5Y*
- 7.60%
- 10Y*
- —
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GBAL.TO vs. EAOR - Expense Ratio Comparison
GBAL.TO has a 0.25% expense ratio, which is higher than EAOR's 0.18% 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
GBAL.TO vs. EAOR — Risk / Return Rank
GBAL.TO
EAOR
GBAL.TO vs. EAOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Balanced ETF Portfolio (GBAL.TO) and iShares ESG Aware Growth Allocation ETF (EAOR). 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.
| GBAL.TO | EAOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.00 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.40 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.39 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.99 | 4.98 | +1.01 |
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
| GBAL.TO | EAOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.00 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.87 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.95 | -0.08 |
Correlation
The correlation between GBAL.TO and EAOR is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GBAL.TO vs. EAOR - Dividend Comparison
GBAL.TO's dividend yield for the trailing twelve months is around 1.89%, less than EAOR's 2.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GBAL.TO iShares ESG Balanced ETF Portfolio | 1.89% | 1.83% | 1.84% | 2.40% | 1.87% | 1.43% | 0.96% |
EAOR iShares ESG Aware Growth Allocation ETF | 2.47% | 2.45% | 2.52% | 2.39% | 1.99% | 1.39% | 1.07% |
Drawdowns
GBAL.TO vs. EAOR - Drawdown Comparison
The maximum GBAL.TO drawdown since its inception was -18.92%, which is greater than EAOR's maximum drawdown of -17.61%. Use the drawdown chart below to compare losses from any high point for GBAL.TO and EAOR.
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Drawdown Indicators
| GBAL.TO | EAOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.92% | -22.91% | +3.99% |
Max Drawdown (1Y)Largest decline over 1 year | -6.50% | -7.80% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -18.92% | -22.91% | +3.99% |
Current DrawdownCurrent decline from peak | -3.77% | -4.26% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -5.18% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.77% | +0.08% |
Volatility
GBAL.TO vs. EAOR - Volatility Comparison
iShares ESG Balanced ETF Portfolio (GBAL.TO) has a higher volatility of 4.73% compared to iShares ESG Aware Growth Allocation ETF (EAOR) at 4.15%. This indicates that GBAL.TO's price experiences larger fluctuations and is considered to be riskier than EAOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GBAL.TO | EAOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.15% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 6.87% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.28% | 11.07% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.56% | 8.78% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 8.68% | +0.81% |