YYY vs. EAOA

Last updated Jun 5, 2026

YYY (Amplify CEF High Income ETF) and EAOA (iShares ESG Aware Aggressive Allocation ETF) are both Diversified Portfolio funds - YYY tracks the Nasdaq CEF High Income™ Index while EAOA tracks the BlackRock ESG Aware Aggressive Allocation Index. Both are passively managed. Over the past 5 years, YYY returned 3.03%/yr vs 8.58%/yr for EAOA. A 0.75 correlation means they provide meaningful diversification when combined. YYY charges 3.23%/yr vs 0.18%/yr for EAOA.

Performance

YYY vs. EAOA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify CEF High Income ETF (YYY) 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, YYY achieves a 4.37% return, which is significantly lower than EAOA's 10.26% return.

YYY

• 1D: 0.53%
• 1M: -0.18%
• YTD: 4.37%
• 6M: 4.10%
• 1Y: 12.04%
• 3Y*: 12.73%
• 5Y*: 3.03%
• 10Y*: 5.59%

EAOA

• 1D: 0.30%
• 1M: 3.78%
• YTD: 10.26%
• 6M: 10.73%
• 1Y: 24.34%
• 3Y*: 17.42%
• 5Y*: 8.58%
• 10Y*: —

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

YYY vs. EAOA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
YYY Amplify CEF High Income ETF	4.37%	13.08%	11.86%	12.98%	-21.78%	14.13%	15.55%
EAOA iShares ESG Aware Aggressive Allocation ETF	10.26%	18.41%	13.79%	18.27%	-17.76%	14.52%	19.79%

Correlation

The correlation between YYY and EAOA is 0.76, 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	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.76
Correlation (All Time) Calculated using the full available price history since Jun 19, 2020	0.75

The correlation between YYY and EAOA has been stable across timeframes, ranging from 0.74 to 0.76 - a consistent structural relationship.

YYY vs. EAOA - Sectors Allocation Comparison

Sectors	YYY	EAOA
Financial Services	24.6%	13.5%
Healthcare	17.1%	6.8%
Energy	13.1%	3.0%
Real Estate	12.5%	1.6%
Technology	10.2%	28.9%
Utilities	7.8%	2.3%
Industrials	5.1%	9.0%
Communication Services	3.3%	7.3%
Consumer Cyclical	3.2%	7.7%
Consumer Defensive	1.8%	3.7%
Basic Materials	1.3%	2.4%

Return for Risk

YYY vs. EAOA — Risk / Return Rank

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

YYY

YYY Risk / Return Rank: 39
YYY Sharpe Ratio Rank: 41
YYY Sortino Ratio Rank: 40
YYY Omega Ratio Rank: 43
YYY Calmar Ratio Rank: 31
YYY Martin Ratio Rank: 42

EAOA

EAOA Risk / Return Rank: 69
EAOA Sharpe Ratio Rank: 71
EAOA Sortino Ratio Rank: 72
EAOA Omega Ratio Rank: 71
EAOA Calmar Ratio Rank: 61
EAOA Martin Ratio Rank: 72

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.

YYY vs. EAOA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify CEF High Income ETF (YYY) 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.

	YYY	EAOA	Difference
Sharpe ratio: Return per unit of total volatility	1.41	2.28	-0.86
Sortino ratio: Return per unit of downside risk	2.03	3.21	-1.18
Omega ratio: Gain probability vs. loss probability	1.27	1.41	-0.14
Calmar ratio: Return relative to maximum drawdown	1.50	2.99	-1.50
Martin ratio: Return relative to average drawdown	6.61	13.28	-6.67
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

YYY vs. EAOA - Sharpe Ratio Comparison

The current YYY Sharpe Ratio is 1.41, which is lower than the EAOA Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of YYY 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

	YYY	EAOA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	2.28	-0.86
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.65	-0.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.40	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.93	-0.50

Drawdowns

YYY vs. EAOA - Drawdown Comparison

The maximum YYY drawdown since its inception was -42.52%, which is greater than EAOA's maximum drawdown of -25.06%. Use the drawdown chart below to compare losses from any high point for YYY and EAOA.

Drawdown Indicators

	YYY	EAOA	Difference
Max Drawdown Largest peak-to-trough decline	-42.52%	-25.06%	-17.46%
Max Drawdown (1Y) Largest decline over 1 year	-8.07%	-8.17%	+0.10%
Max Drawdown (3Y) Largest decline over 3 years	-13.47%	-13.84%	+0.37%
Max Drawdown (5Y) Largest decline over 5 years	-27.92%	-25.06%	-2.86%
Max Drawdown (10Y) Largest decline over 10 years	-42.52%	—	—
Current Drawdown Current decline from peak	-1.38%	-0.41%	-0.97%
Average Drawdown Average peak-to-trough decline	-6.84%	-5.31%	-1.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.82%	1.84%	-0.02%

Volatility

YYY vs. EAOA - Volatility Comparison

The current volatility for Amplify CEF High Income ETF (YYY) is 2.50%, while iShares ESG Aware Aggressive Allocation ETF (EAOA) has a volatility of 3.33%. This indicates that YYY 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.

Volatility by Period

	YYY	EAOA	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.50%	3.33%	-0.83%
Volatility (6M) Calculated over the trailing 6-month period	7.09%	8.65%	-1.56%
Volatility (1Y) Calculated over the trailing 1-year period	8.56%	10.75%	-2.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.36%	13.24%	-1.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.90%	13.14%	+0.76%

YYY vs. EAOA - Expense Ratio Comparison

YYY has a 3.23% expense ratio, which is higher than EAOA's 0.18% expense ratio.

Dividends

YYY vs. EAOA - Dividend Comparison

YYY's dividend yield for the trailing twelve months is around 12.63%, more than EAOA's 1.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EAOA iShares ESG Aware Aggressive Allocation ETF	1.95%	2.10%	2.09%	2.21%	1.93%	1.48%	1.12%	0.00%	0.00%	0.00%	0.00%	0.00%
YYY Amplify CEF High Income ETF	12.63%	12.51%	12.50%	12.39%	12.36%	9.08%	9.79%	9.10%	9.73%	8.16%	10.34%	10.77%

Frequently Asked Questions

Can I hold both YYY and EAOA in my portfolio?

YYY and EAOA have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, YYY or EAOA?

EAOA has higher volatility (3.33%) compared to YYY (2.50%). In terms of maximum drawdown, YYY dropped -42.52% vs EAOA's -25.06%.

Which ETF is better, YYY or EAOA?

On 5-year performance, EAOA leads with 8.58% vs 3.03% for YYY. On fees, EAOA is cheaper at 0.18% per year. On volatility, YYY has been the lower-risk option at 2.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, YYY or EAOA?

Over the 5-year period, EAOA has performed better with a 8.58% return vs 3.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, YYY or EAOA?

EAOA is cheaper with a 0.18% expense ratio, compared with 3.23% for YYY.

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

YYY has the higher dividend yield at 12.63%, compared with 1.95% for EAOA.

What is the main difference between YYY and EAOA?

YYY tracks Nasdaq CEF High Income™ Index, while EAOA tracks BlackRock ESG Aware Aggressive Allocation Index. They also come from different issuers: Amplify and iShares. Their fees differ too: 3.23% for YYY and 0.18% for EAOA.

Which has better risk-adjusted returns?

EAOA currently has the higher Sharpe Ratio (2.28 vs 1.41), 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.