EAOM vs IVV
iShares ESG Aware 40/60 Moderate 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 | EAOM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $9M | $865.2B | |
| Dividend Yield | 2.78% | 1.09% | |
| Holdings | 7 | 508 | |
| YTD Return | +4.41% | +13.80% | |
| 1Y Return | +8.97% | +23.70% | |
| 3Y Return (annualized) | +9.54% | +21.49% | |
| 5Y Return (annualized) | +3.70% | +13.43% | |
| Volatility (annualized) | 8.8% | 15.1% | |
| Max Drawdown | -20.7% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 12, 2020 | May 15, 2000 |
EAOM vs IVV Performance
iShares ESG Aware 40/60 Moderate Allocation ETF (EAOM) 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 EAOM returned +8.97% while IVV returned +23.70%. Year to date, EAOM is up 4.41% versus a gain of 13.80% for IVV.
Over three years, EAOM compounded at +9.54% per year against +21.49% for IVV; over five years the annualized figures are +3.70% and +13.43% respectively. Across the full 6-year window we track, IVV has the edge at +7.05% annualized vs +5.54%. 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 8.8% for EAOM. 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 -20.7% for EAOM 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EAOM 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, EAOM currently yields 2.78% against 1.09% for IVV.
Holdings Overlap
EAOM and IVV share 1 holdings out of 510 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EAOM | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.10% | 0.15% | 0.05% |
Frequently Asked Questions
Which is cheaper, EAOM or IVV?
EAOM 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, EAOM or IVV?
Over the past year EAOM returned +8.97% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), EAOM annualized +5.54% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, EAOM or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 8.8% for EAOM. Worst drawdown: EAOM -20.7% vs IVV -56.5%.
Should I hold both EAOM and IVV?
EAOM and IVV have a monthly-return correlation of 0.90, 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 EAOM and IVV?
EAOM and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, EAOM or IVV?
EAOM yields 2.78% while IVV yields 1.09%, so EAOM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.