USAF vs. EAOM

Last updated Aug 4, 2026

USAF (Atlas America Fund) and EAOM (iShares ESG Aware Moderate Allocation ETF) are both Diversified Portfolio funds. USAF is actively managed, while EAOM is passively managed. Over the past year, USAF returned 7.46% vs 11.28% for EAOM. Their 0.25 correlation means their historical movements had little consistent relationship. USAF charges 0.89%/yr vs 0.18%/yr for EAOM.

Performance

USAF vs. EAOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Atlas America Fund (USAF) and iShares ESG Aware Moderate Allocation ETF (EAOM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, USAF achieves a 3.25% return, which is significantly lower than EAOM's 4.91% return.

USAF

• 1D: 0.21%
• 1M: 0.64%
• 6M: 1.10%
• YTD: 3.25%
• 1Y: 7.46%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 7.36%

EAOM

• 1D: 0.54%
• 1M: -0.12%
• 6M: 3.43%
• YTD: 4.91%
• 1Y: 11.28%
• 3Y*: 10.05%
• 5Y*: 3.87%
• 10Y*: —
• ALL TIME*: 5.76%

*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)
EAOM iShares ESG Aware Moderate Allocation ETF	$30.50K	$100.09K	$55.05K
USAF Atlas America Fund	$52.51K	$30.06K	$48.91K

USAF vs. EAOM - Yearly Performance Comparison

	2026 (YTD)	2025	2024
USAF Atlas America Fund	3.25%	9.09%	0.18%
EAOM iShares ESG Aware Moderate Allocation ETF	4.91%	12.90%	-0.60%

Correlation

The correlation between USAF and EAOM is 0.33, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.33
Correlation (All Time) Calculated using the full available price history since Nov 20, 2024	0.25

Return for Risk

USAF vs. EAOM — Risk / Return Rank

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

USAF

USAF Risk / Return Rank: 44
USAF Sharpe Ratio Rank: 48
USAF Sortino Ratio Rank: 43
USAF Omega Ratio Rank: 52
USAF Calmar Ratio Rank: 44
USAF Martin Ratio Rank: 34

EAOM

EAOM Risk / Return Rank: 67
EAOM Sharpe Ratio Rank: 67
EAOM Sortino Ratio Rank: 68
EAOM Omega Ratio Rank: 67
EAOM Calmar Ratio Rank: 59
EAOM Martin Ratio Rank: 71

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.

USAF vs. EAOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Atlas America Fund (USAF) and iShares ESG Aware Moderate Allocation ETF (EAOM). 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.

	USAF	EAOM	Difference
Sharpe ratio: Return per unit of total volatility	1.29	1.63	-0.34
Sortino ratio: Return per unit of downside risk	1.70	2.34	-0.64
Omega ratio: Gain probability vs. loss probability	1.25	1.30	-0.04
Calmar ratio: Return relative to maximum drawdown	1.68	2.19	-0.51
Martin ratio: Return relative to average drawdown	3.40	9.17	-5.77

USAF vs. EAOM - Sharpe Ratio Comparison

The current USAF Sharpe Ratio is 1.29, which is comparable to the EAOM Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of USAF and EAOM, 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

USAF vs. EAOM - Drawdown Comparison

The maximum USAF drawdown since its inception was -4.46%, smaller than the maximum EAOM drawdown of -20.73%. Use the drawdown chart below to compare losses from any high point for USAF and EAOM.

Drawdown Indicators

	USAF	EAOM	Difference
Max Drawdown Largest peak-to-trough decline	-4.46%	-20.73%	+16.27%
Max Drawdown (1Y) Largest decline over 1 year	-4.46%	-5.17%	+0.71%
Max Drawdown (3Y) Largest decline over 3 years	—	-7.06%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.73%	—
Current Drawdown Current decline from peak	-2.31%	-0.61%	-1.70%
Average Drawdown Average peak-to-trough decline	-1.27%	-4.85%	+3.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.20%	1.23%	+0.97%

Volatility

USAF vs. EAOM - Volatility Comparison

The current volatility for Atlas America Fund (USAF) is 1.01%, while iShares ESG Aware Moderate Allocation ETF (EAOM) has a volatility of 2.06%. This indicates that USAF experiences smaller price fluctuations and is considered to be less risky than EAOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	USAF	EAOM	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.01%	2.06%	-1.05%
Volatility (6M) Calculated over the trailing 6-month period	3.77%	5.88%	-2.11%
Volatility (1Y) Calculated over the trailing 1-year period	5.82%	6.97%	-1.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.50%	8.17%	-2.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.50%	7.91%	-2.41%

USAF vs. EAOM - Expense Ratio Comparison

USAF has a 0.89% expense ratio, which is higher than EAOM's 0.18% expense ratio.

Dividends

USAF vs. EAOM - Dividend Comparison

USAF's dividend yield for the trailing twelve months is around 2.42%, less than EAOM's 2.87% 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%
USAF Atlas America Fund	2.42%	2.50%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both USAF and EAOM in my portfolio?

USAF and EAOM have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, USAF or EAOM?

EAOM has higher volatility (2.06%) compared to USAF (1.01%). In terms of maximum drawdown, USAF dropped -4.46% vs EAOM's -20.73%.

Which ETF is better, USAF or EAOM?

On 1-year performance, EAOM leads with 11.28% vs 7.46% for USAF. On fees, EAOM is cheaper at 0.18% per year. On volatility, USAF has been the lower-risk option at 1.01%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, USAF or EAOM?

Over the 1-year period, EAOM has performed better with a 11.28% return vs 7.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, USAF or EAOM?

EAOM is cheaper with a 0.18% expense ratio, compared with 0.89% for USAF.

Which ETF pays a higher dividend yield, USAF or EAOM?

EAOM has the higher dividend yield at 2.87%, compared with 2.42% for USAF.

What is the main difference between USAF and EAOM?

They also come from different issuers: Atlas and iShares. Their fees differ too: 0.89% for USAF and 0.18% for EAOM.

Which has better risk-adjusted returns?

EAOM currently has the higher Sharpe Ratio (1.63 vs 1.29), 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.