RISN vs. EAOA

Last updated Jun 4, 2026

RISN (Inspire Tactical Balanced ESG ETF) and EAOA (iShares ESG Aware Aggressive Allocation ETF) are both Diversified Portfolio funds. RISN is actively managed, while EAOA is passively managed. Over the past 5 years, RISN returned 4.57%/yr vs 8.52%/yr for EAOA. A 0.74 correlation means they provide meaningful diversification when combined. RISN charges 0.82%/yr vs 0.18%/yr for EAOA.

Performance

RISN vs. EAOA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire Tactical Balanced ESG ETF (RISN) and iShares ESG Aware Aggressive Allocation ETF (EAOA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RISN achieves a 6.51% return, which is significantly lower than EAOA's 9.93% return.

RISN

• 1D: -0.29%
• 1M: 4.49%
• YTD: 6.51%
• 6M: 4.83%
• 1Y: 15.61%
• 3Y*: 12.08%
• 5Y*: 4.57%
• 10Y*: —

EAOA

• 1D: -0.71%
• 1M: 4.36%
• YTD: 9.93%
• 6M: 10.44%
• 1Y: 24.37%
• 3Y*: 17.20%
• 5Y*: 8.52%
• 10Y*: —

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

RISN vs. EAOA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
RISN Inspire Tactical Balanced ESG ETF	6.51%	10.83%	7.61%	10.29%	-18.06%	22.47%	7.73%
EAOA iShares ESG Aware Aggressive Allocation ETF	9.93%	18.41%	13.79%	18.27%	-17.76%	14.52%	15.89%

Correlation

The correlation between RISN and EAOA is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.69
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.72
Correlation (All Time) Calculated using the full available price history since Jul 17, 2020	0.74

The correlation between RISN and EAOA has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.

RISN vs. EAOA - Sectors Allocation Comparison

Sectors	RISN	EAOA
Industrials	27.1%	9.0%
Financial Services	22.2%	13.5%
Technology	18.6%	28.9%
Consumer Cyclical	10.9%	7.7%
Energy	6.8%	3.0%
Healthcare	4.5%	6.8%
Communication Services	4.0%	7.3%
Basic Materials	2.7%	2.4%
Consumer Defensive	2.6%	3.7%
Real Estate	-	1.6%
Utilities	-	2.3%

Return for Risk

RISN vs. EAOA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RISN

RISN Risk / Return Rank: 39
RISN Sharpe Ratio Rank: 37
RISN Sortino Ratio Rank: 37
RISN Omega Ratio Rank: 33
RISN Calmar Ratio Rank: 43
RISN Martin Ratio Rank: 44

EAOA

EAOA Risk / Return Rank: 68
EAOA Sharpe Ratio Rank: 69
EAOA Sortino Ratio Rank: 70
EAOA Omega Ratio Rank: 68
EAOA Calmar Ratio Rank: 60
EAOA Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RISN vs. EAOA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire Tactical Balanced ESG ETF (RISN) 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.

	RISN	EAOA	Difference
Sharpe ratio: Return per unit of total volatility	1.32	2.28	-0.96
Sortino ratio: Return per unit of downside risk	1.92	3.21	-1.29
Omega ratio: Gain probability vs. loss probability	1.23	1.41	-0.19
Calmar ratio: Return relative to maximum drawdown	2.11	3.00	-0.88
Martin ratio: Return relative to average drawdown	7.14	13.30	-6.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RISN vs. EAOA - Sharpe Ratio Comparison

The current RISN Sharpe Ratio is 1.32, which is lower than the EAOA Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of RISN and EAOA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RISN	EAOA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.32	2.28	-0.96
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	0.65	-0.24
Sharpe Ratio (All Time) Calculated using the full available price history	0.65	0.93	-0.28

Drawdowns

RISN vs. EAOA - Drawdown Comparison

The maximum RISN drawdown since its inception was -21.88%, smaller than the maximum EAOA drawdown of -25.06%. Use the drawdown chart below to compare losses from any high point for RISN and EAOA.

Drawdown Indicators

	RISN	EAOA	Difference
Max Drawdown Largest peak-to-trough decline	-21.88%	-25.06%	+3.18%
Max Drawdown (1Y) Largest decline over 1 year	-7.42%	-8.17%	+0.75%
Max Drawdown (3Y) Largest decline over 3 years	-16.37%	-13.84%	-2.53%
Max Drawdown (5Y) Largest decline over 5 years	-21.88%	-25.06%	+3.18%
Current Drawdown Current decline from peak	-0.29%	-0.71%	+0.42%
Average Drawdown Average peak-to-trough decline	-7.52%	-5.31%	-2.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.19%	1.84%	+0.35%

Volatility

RISN vs. EAOA - Volatility Comparison

Inspire Tactical Balanced ESG ETF (RISN) has a higher volatility of 3.79% compared to iShares ESG Aware Aggressive Allocation ETF (EAOA) at 3.39%. This indicates that RISN's price experiences larger fluctuations and is considered to be riskier than EAOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RISN	EAOA	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.79%	3.39%	+0.40%
Volatility (6M) Calculated over the trailing 6-month period	9.46%	8.64%	+0.82%
Volatility (1Y) Calculated over the trailing 1-year period	11.90%	10.75%	+1.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.18%	13.25%	-2.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.34%	13.14%	-1.80%

RISN vs. EAOA - Expense Ratio Comparison

RISN has a 0.82% expense ratio, which is higher than EAOA's 0.18% expense ratio.

Dividends

RISN vs. EAOA - Dividend Comparison

RISN's dividend yield for the trailing twelve months is around 1.03%, less than EAOA's 1.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
EAOA iShares ESG Aware Aggressive Allocation ETF	1.95%	2.10%	2.09%	2.21%	1.93%	1.48%	1.12%
RISN Inspire Tactical Balanced ESG ETF	1.03%	0.98%	1.39%	2.05%	1.27%	9.74%	4.71%

Frequently Asked Questions

Can I hold both RISN and EAOA in my portfolio?

RISN and EAOA have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RISN or EAOA?

RISN has higher volatility (3.79%) compared to EAOA (3.39%). In terms of maximum drawdown, RISN dropped -21.88% vs EAOA's -25.06%.

Which ETF is better, RISN or EAOA?

On 5-year performance, EAOA leads with 8.52% vs 4.57% for RISN. On fees, EAOA is cheaper at 0.18% per year. On volatility, EAOA has been the lower-risk option at 3.39%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RISN or EAOA?

Over the 5-year period, EAOA has performed better with a 8.52% return vs 4.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RISN or EAOA?

EAOA is cheaper with a 0.18% expense ratio, compared with 0.82% for RISN.

Which ETF pays a higher dividend yield, RISN or EAOA?

EAOA has the higher dividend yield at 1.95%, compared with 1.03% for RISN.

What is the main difference between RISN and EAOA?

They also come from different issuers: Inspire and iShares. Their fees differ too: 0.82% for RISN and 0.18% for EAOA.

Which has better risk-adjusted returns?

EAOA currently has the higher Sharpe Ratio (2.28 vs 1.32), 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.