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

MetricEAOMVOOWinner
Expense Ratio0.18%0.03%
AUM$9M$979.0B
Dividend Yield2.78%1.09%
Holdings7509
YTD Return+4.41%+13.80%
1Y Return+8.97%+23.71%
3Y Return (annualized)+9.54%+21.50%
5Y Return (annualized)+3.70%+13.44%
Volatility (annualized)8.8%14.1%
Max Drawdown-20.7%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryAllocation/BalancedEquity
InceptionJun 12, 2020Sep 7, 2010

EAOM vs VOO Performance

iShares ESG Aware 40/60 Moderate Allocation ETF (EAOM) 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 EAOM returned +8.97% while VOO returned +23.71%. Year to date, EAOM is up 4.41% versus a gain of 13.80% for VOO.

Over three years, EAOM compounded at +9.54% per year against +21.50% for VOO; over five years the annualized figures are +3.70% and +13.44% respectively. Across the full 6-year window we track, VOO has the edge at +13.58% annualized vs +5.54%. 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 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 -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 0.90. 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 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, EAOM currently yields 2.78% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

EAOM 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, EAOM or VOO?

EAOM 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, EAOM or VOO?

Over the past year EAOM returned +8.97% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), EAOM annualized +5.54% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, EAOM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.8% for EAOM. Worst drawdown: EAOM -20.7% vs VOO -34.3%.

Should I hold both EAOM and VOO?

EAOM and VOO 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 VOO?

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

Which pays a higher dividend, EAOM or VOO?

EAOM yields 2.78% while VOO yields 1.09%, so EAOM currently pays the higher dividend yield.

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