Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricEAOKVOOWinner
Expense Ratio0.18%0.03%
AUM$8M$979.0B
Dividend Yield3.16%1.09%
Holdings7509
YTD Return+2.53%+13.80%
1Y Return+6.71%+23.71%
3Y Return (annualized)+7.94%+21.50%
5Y Return (annualized)+2.58%+13.44%
Volatility (annualized)7.9%14.1%
Max Drawdown-19.9%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryAllocation/BalancedEquity
InceptionJun 12, 2020Sep 7, 2010

EAOK vs VOO Performance

iShares ESG Aware 30/70 Conservative Allocation ETF (EAOK) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EAOK returned +6.71% while VOO returned +23.71%. Year to date, EAOK is up 2.53% versus a gain of 13.80% for VOO.

Over three years, EAOK compounded at +7.94% per year against +21.50% for VOO; over five years the annualized figures are +2.58% and +13.44% respectively. Across the full 6-year window we track, VOO has the edge at +13.58% annualized vs +4.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.9% for EAOK. 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 -19.9% for EAOK and -34.3% for VOO. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EAOK charges 0.18% per year while VOO 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, EAOK currently yields 3.16% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

EAOK and VOO share 0 holdings out of 511 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, EAOK or VOO?

EAOK has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, EAOK or VOO?

Over the past year EAOK returned +6.71% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), EAOK annualized +4.00% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, EAOK or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.9% for EAOK. Worst drawdown: EAOK -19.9% vs VOO -34.3%.

Should I hold both EAOK and VOO?

EAOK and VOO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EAOK and VOO?

EAOK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, EAOK or VOO?

EAOK yields 3.16% while VOO yields 1.09%, so EAOK currently pays the higher dividend yield.

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