EAOM vs VTI
iShares ESG Aware 40/60 Moderate Allocation ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EAOM | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $9M | $663.5B | |
| Dividend Yield | 2.78% | 1.07% | |
| Holdings | 7 | 3,543 | |
| YTD Return | +4.41% | +14.20% | |
| 1Y Return | +8.97% | +24.16% | |
| 3Y Return (annualized) | +9.54% | +21.12% | |
| 5Y Return (annualized) | +3.70% | +12.37% | |
| Volatility (annualized) | 8.8% | 15.3% | |
| Max Drawdown | -20.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 12, 2020 | May 24, 2001 |
EAOM vs VTI Performance
iShares ESG Aware 40/60 Moderate Allocation ETF (EAOM) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EAOM returned +8.97% while VTI returned +24.16%. Year to date, EAOM is up 4.41% versus a gain of 14.20% for VTI.
Over three years, EAOM compounded at +9.54% per year against +21.12% for VTI; over five years the annualized figures are +3.70% and +12.37% respectively. Across the full 6-year window we track, VTI has the edge at +8.14% annualized vs +5.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.91. 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 VTI 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 1.07% for VTI.
Holdings Overlap
EAOM and VTI share 0 holdings out of 2789 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 VTI?
EAOM has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, EAOM or VTI?
Over the past year EAOM returned +8.97% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), EAOM annualized +5.54% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, EAOM or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 8.8% for EAOM. Worst drawdown: EAOM -20.7% vs VTI -56.6%.
Should I hold both EAOM and VTI?
EAOM and VTI have a monthly-return correlation of 0.91, 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 VTI?
EAOM and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, EAOM or VTI?
EAOM yields 2.78% while VTI yields 1.07%, so EAOM currently pays the higher dividend yield.
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