IYLD vs. EAOA
Compare and contrast key facts about iShares Morningstar Multi-Asset Income ETF (IYLD) and iShares ESG Aware Aggressive Allocation ETF (EAOA).
IYLD and EAOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYLD is a passively managed fund by iShares that tracks the performance of the Morningstar Multi-Asset High Income Index. It was launched on Apr 5, 2012. EAOA is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Aggressive Allocation Index. It was launched on Jun 12, 2020. Both IYLD and EAOA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IYLD vs. EAOA - Performance Comparison
Loading graphics...
IYLD vs. EAOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 2.45% | 15.44% | 2.00% | 12.55% | -16.80% | 3.37% | 10.28% |
EAOA iShares ESG Aware Aggressive Allocation ETF | -1.25% | 18.41% | 13.79% | 18.27% | -17.76% | 14.52% | 19.79% |
Returns By Period
In the year-to-date period, IYLD achieves a 2.45% return, which is significantly higher than EAOA's -1.25% return.
IYLD
- 1D
- 0.46%
- 1M
- -1.92%
- YTD
- 2.45%
- 6M
- 5.08%
- 1Y
- 13.61%
- 3Y*
- 10.00%
- 5Y*
- 3.49%
- 10Y*
- 4.04%
EAOA
- 1D
- 0.81%
- 1M
- -4.05%
- YTD
- -1.25%
- 6M
- 0.95%
- 1Y
- 17.60%
- 3Y*
- 13.92%
- 5Y*
- 7.15%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYLD vs. EAOA - Expense Ratio Comparison
IYLD has a 0.60% expense ratio, which is higher than EAOA's 0.18% expense ratio.
Return for Risk
IYLD vs. EAOA — Risk / Return Rank
IYLD
EAOA
IYLD vs. EAOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Multi-Asset Income ETF (IYLD) and iShares ESG Aware Aggressive Allocation ETF (EAOA). 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.
| IYLD | EAOA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.25 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.83 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.26 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 1.81 | +1.22 |
Martin ratioReturn relative to average drawdown | 11.37 | 8.18 | +3.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IYLD | EAOA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.25 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.54 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.80 | -0.31 |
Correlation
The correlation between IYLD and EAOA is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IYLD vs. EAOA - Dividend Comparison
IYLD's dividend yield for the trailing twelve months is around 4.58%, more than EAOA's 2.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 4.58% | 4.72% | 5.32% | 5.76% | 5.45% | 3.47% | 4.38% | 5.25% | 5.78% | 4.22% | 4.84% | 5.26% |
EAOA iShares ESG Aware Aggressive Allocation ETF | 2.12% | 2.10% | 2.09% | 2.21% | 1.93% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYLD vs. EAOA - Drawdown Comparison
The maximum IYLD drawdown since its inception was -30.23%, which is greater than EAOA's maximum drawdown of -25.06%. Use the drawdown chart below to compare losses from any high point for IYLD and EAOA.
Loading graphics...
Drawdown Indicators
| IYLD | EAOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.23% | -25.06% | -5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -4.63% | -9.98% | +5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.57% | -25.06% | +2.49% |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | — | — |
Current DrawdownCurrent decline from peak | -2.92% | -5.15% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -5.44% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 2.21% | -0.98% |
Volatility
IYLD vs. EAOA - Volatility Comparison
The current volatility for iShares Morningstar Multi-Asset Income ETF (IYLD) is 2.75%, while iShares ESG Aware Aggressive Allocation ETF (EAOA) has a volatility of 5.24%. This indicates that IYLD experiences smaller price fluctuations and is considered to be less risky than EAOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IYLD | EAOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 5.24% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 4.54% | 8.43% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.80% | 14.10% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.83% | 13.19% | -5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.56% | 13.17% | -3.61% |