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AAVM vs ANEW

Alpha Architect Global Factor Equity ETF vs ProShares MSCI Transformational Changes ETF

AAVM

Alpha Architect Global Factor Equity ETF

Annual cost

0.38%

Fund size

$26M

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

Key differences

Both AAVM and ANEW are equity ETFs. AAVM charges 0.38% a year and ANEW 0.45%. The main difference: AAVM follows a active selection strategy; ANEW uses index tracking.

  • AAVM follows a active selection strategy; ANEW uses index tracking.
  • AAVM costs 0.07% less per year.
  • AAVM is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AAVM has delivered higher annualized returns.

Side-by-side comparison

AAVMANEW
Annual cost (TER)0.38%0.45%
Fund size (AUM)$26M$8M
Since20172020
Dividend yield1.74%0.61%
Asset classequityequity
Region
Strategyactive selectionindex tracking
CAGR 1Y+29.8%+2.8%
CAGR 3Y+19.3%+13.8%
CAGR 5Y+6.3%+3.5%
Sharpe 3Y0.870.68
Volatility 1Y15.58%13.47%
Max drawdown-34.71%-39.87%

Similar to AAVM and ANEW