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AAEQ vs QVAL

Alpha Architect US Equity 2 ETF vs Alpha Architect U.S. Quantitative Value ETF

AAEQ

Alpha Architect US Equity 2 ETF

Alpha Architect

Annual cost

0.15%

Fund size

$480M

QVAL

Alpha Architect U.S. Quantitative Value ETF

Alpha Architect

Annual cost

0.28%

Fund size

$545M

Key differences

  • AAEQ costs 0.13% less per year.
  • QVAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAEQQVAL
Annual cost (TER)0.15%0.28%
Fund size (AUM)$480M$545M
Since20252014
Dividend yield1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+26.9%
CAGR 3YN/A+21.4%
CAGR 5YN/A+11.6%
Sharpe 3YN/A0.99
Volatility 1Y14.60%
Max drawdown-9.84%-51.49%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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