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ANEW vs AAVM

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

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

AAVM

Alpha Architect Global Factor Equity ETF

Annual cost

0.38%

Fund size

$26M

Key differences

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

  • ANEW follows a index tracking strategy; AAVM uses active selection.
  • 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

ANEWAAVM
Annual cost (TER)0.45%0.38%
Fund size (AUM)$8M$26M
Since20202017
Dividend yield0.61%1.74%
Asset classequityequity
Region
Strategyindex trackingactive selection
CAGR 1Y+2.8%+29.8%
CAGR 3Y+13.8%+19.3%
CAGR 5Y+3.5%+6.3%
Sharpe 3Y0.680.87
Volatility 1Y13.47%15.58%
Max drawdown-39.87%-34.71%

Similar to ANEW and AAVM