EAOA vs IVV
iShares ESG Aware 80/20 Aggressive Allocation ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EAOA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $37M | $865.2B | |
| Dividend Yield | 1.95% | 1.09% | |
| Holdings | 7 | 508 | |
| YTD Return | +10.47% | +14.50% | |
| 1Y Return | +17.03% | +22.02% | |
| 3Y Return (annualized) | +16.33% | +21.80% | |
| 5Y Return (annualized) | +8.06% | +13.37% | |
| Volatility (annualized) | 12.9% | 15.1% | |
| Max Drawdown | -25.1% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 12, 2020 | May 15, 2000 |
EAOA vs IVV Performance
iShares ESG Aware 80/20 Aggressive Allocation ETF (EAOA) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EAOA returned +17.03% while IVV returned +22.02%. Year to date, EAOA is up 10.47% versus a gain of 14.50% for IVV.
Over three years, EAOA compounded at +16.33% per year against +21.80% for IVV; over five years the annualized figures are +8.06% and +13.37% respectively. Across the full 6-year window we track, EAOA has the edge at +11.72% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.9% for EAOA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.1% for EAOA and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EAOA charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EAOA currently yields 1.95% against 1.09% for IVV.
Holdings Overlap
EAOA and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EAOA or IVV?
EAOA has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, EAOA or IVV?
Over the past year EAOA returned +17.03% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), EAOA annualized +11.72% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, EAOA or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.9% for EAOA. Worst drawdown: EAOA -25.1% vs IVV -56.5%.
Should I hold both EAOA and IVV?
EAOA and IVV have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EAOA and IVV?
EAOA and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, EAOA or IVV?
EAOA yields 1.95% while IVV yields 1.09%, so EAOA currently pays the higher dividend yield.
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