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iShares ESG Aware 40/60 Moderate Allocation ETF

iShares · US46436E6840

iShares ESG Aware 40/60 Moderate Allocation ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker EAOM (ISIN US46436E6840). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about a ready-made mix of shares, bonds and sometimes other assets in a…

Multi Asset ?Unknown Physical ?
Mid-range feeOwns the shares directlyOther
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Fund size (AUM) ?
€0
1-year return ?
+5.9%
Price Return · to 2026-07-29
Yearly fee (TER) ?
0.31%
All-in cost ≈ 0.00%

About this fund

How it works

The fund actually buys every share in the index it tracks (full replication).

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Owning every holding keeps things transparent — what is in the index is what the fund actually owns. It can be a touch costlier to run for indexes with thousands of tiny positions, since the fund has to buy and maintain them all. There is no swap bank involved, so there is no extra “what if the partner fails” question to weigh.

Cost

0.31%Yearly fee (TER)
0.00%All-in cost

The yearly running cost of the fund, shown as a % of your money. Lower is cheaper.

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For example, a 0.20% fee works out at €0.20 a year for every €100 invested — that’s a generic illustration of the mechanic, not this fund’s own fee. It is skimmed quietly from inside the fund a little each day, so you never get a bill — but it drags on your return every year you hold. On a broad index ETF it is usually a small fraction of a percent; the gap between a cheap and a pricey fund looks tiny on day one but compounds over decades, which is why it is worth a glance.

Fund facts

Replication ?
Physical
Full — buys every share
Launched
Jun 2020
6-year track record

Performance

96.8104111118125202420242026

Growth of $100 invested — both lines start at $100.

iShares ESG Aware 40/60 Moderate Allocation ETF Average peer fund (funds we track) ?

Compared with the average fund tracking the same index — our own data, not the licensed index itself.

YTD+2.0%
1 year+5.9%
3 years+5.9%
5 years+1.1%

Return, year by year

-17.1
+8.8
+4.2
+9.6
'22'23'24'25
3 of 4 up yearsBest: 2025 +9.6%Worst: 2022 -17.1%Calendar-year total returns, in USD

How bumpy has it been?

7.0%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-8.6%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.
0.78
Return for the risk (3y) ?
Reward earned per unit of bumpiness.

The bigger picture

+5.8%
Since inception
Total growth since launch — about +1.1% a year.
+17.6%
Best 12 months
The strongest one-year stretch on record.
-20.8%
Worst 12 months
The weakest one-year stretch on record.
-22.1%
Worst fall on record ?
It clawed back in about 35 months.

Where to buy this fund

Set from your language & location — change it if it's wrong.

Where it trades

ExchangeTickerCurrency
NYSEEAOMUSD★ Primary
USD listings
NYSE ArcaEAOMUSD
OCEAOMUSD
UAEAOMUSD
UBEAOMUSD
UCEAOMUSD
UDEAOMUSD
UFEAOMUSD
UMEAOMUSD
USEAOMUSD
UTEAOMUSD
UXEAOMUSD
VFEAOMUSD
VGEAOMUSD
VJEAOMUSD
VKEAOMUSD
VLEAOMUSD
VPEAOMUSD
VYEAOMUSD
XETRAEAOMUSD
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

How it ranks vs peers

🪙 Cheaper than 18% of similar ETFs📈 Higher 1-yr return than 12%📈 Higher 3-yr return than 25%📈 Higher 5-yr return than 25%📊 Behind its category by 6.3% (1-yr) (category average +12.2%)📊 Behind its category by 2.7% (3-yr) (category average +8.5%)📊 Behind its category by 2.0% (5-yr) (category average +3.0%)

Versus the Multi-asset · Other · USD ETFs we track.

Advanced risk

1.12
Sortino (3y) ?
0.68
Calmar (3y) ?
4.9%
Downside deviation ?
75%
Up months (hit rate) ?
$31.50
52-week high ?
$28.75
52-week low ?

Similar funds

We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.

Matched on🌍 Other mixed assets
Compare side by side
6 similar funds
iShares ESG Aware 40/60 Moderate Allocation ETFiSharesYou're viewingiShares Core 80/20 Aggressive Allocation ETFiSharesBroader matchiShares Core 60/40 Balanced Allocation ETFiSharesBroader matchiShares Core 40/60 Moderate Allocation ETFiSharesBroader matchiShares Core 30/70 Conservative Allocation ETFiSharesBroader matchiShares Morningstar Multi-Asset Income ETFiSharesBroader matchiShares ESG Aware 80/20 Aggressive Allocation ETFiSharesBroader match
Why it's similarThis is the fund on this page.
Mixed assetsUnknownPhysicalCheaper fee
Mixed assetsUnknownPhysicalCheaper fee
Mixed assetsUnknownPhysicalCheaper fee
Mixed assetsUnknownPhysicalCheaper fee
Mixed assetsPhysical
Mixed assetsUnknownPhysical
Index trackedMorningstar Multi-asset
Yearly fee (TER)0.31%0.19%0.20%0.20%0.20%0.50%0.34%
All-in cost0.00%0.00%0.00%0.00%0.00%0.00%0.00%
Fund size€0€0€0€0€0€0€0
ReplicationPhysical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+5.9%+12.5%+9.3%+6.3%+4.7%+9.5%+12.5%
5-yr return p.a.+1.1%+6.2%+3.9%+1.5%+0.3%+3.1%+5.7%

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Data as of 2026-07-29 · Source: issuer data, compiled by Finance Hamster

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