EAOR vs VOO

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

MetricEAORVOOWinner
Expense Ratio0.18%0.03%
AUM$32M$979.0B
Dividend Yield2.33%1.09%
Holdings7509
YTD Return+7.57%+13.80%
1Y Return+13.95%+23.71%
3Y Return (annualized)+12.85%+21.50%
5Y Return (annualized)+5.98%+13.44%
Volatility (annualized)10.8%14.1%
Max Drawdown-22.9%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryAllocation/BalancedEquity
InceptionJun 12, 2020Sep 7, 2010

EAOR vs VOO Performance

iShares ESG Aware 60/40 Balanced Allocation ETF (EAOR) 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 EAOR returned +13.95% while VOO returned +23.71%. Year to date, EAOR is up 7.57% versus a gain of 13.80% for VOO.

Over three years, EAOR compounded at +12.85% per year against +21.50% for VOO; over five years the annualized figures are +5.98% and +13.44% respectively. Across the full 6-year window we track, VOO has the edge at +13.58% annualized vs +8.68%. 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 10.8% for EAOR. 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 -22.9% for EAOR 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EAOR 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, EAOR currently yields 2.33% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

EAOR 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, EAOR or VOO?

EAOR 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, EAOR or VOO?

Over the past year EAOR returned +13.95% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), EAOR annualized +8.68% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, EAOR or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.8% for EAOR. Worst drawdown: EAOR -22.9% vs VOO -34.3%.

Should I hold both EAOR and VOO?

EAOR and VOO have a monthly-return correlation of 0.95, 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 EAOR and VOO?

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

Which pays a higher dividend, EAOR or VOO?

EAOR yields 2.33% while VOO yields 1.09%, so EAOR currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →