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AOA vs QTAC

iShares Core 80/20 Aggressive Allocation ETF vs Q3 All-Season Tactical Advantage ETF

AOA

iShares Core 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

QTAC

Q3 All-Season Tactical Advantage ETF

Q3 Asset Management Corporation

Annual cost

1.78%

Fund size

$54M

Key differences

  • AOA costs 1.63% less per year.
  • AOA is significantly larger than QTAC — larger funds tend to be more liquid and less likely to close.
  • AOA is classified as mixed asset, while QTAC is alternative — different risk/return profiles.
  • AOA follows a index tracking strategy; QTAC uses multi strategy.
  • AOA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOAQTAC
Annual cost (TER)0.15%1.78%
Fund size (AUM)$3.0B$54M
Since20082025
Dividend yield2.12%
Asset classmixed assetalternative
Regionnorth america
Strategyindex trackingmulti strategy
CAGR 1Y+26.0%N/A
CAGR 3Y+17.7%N/A
CAGR 5Y+9.6%N/A
Sharpe 3Y1.16N/A
Volatility 1Y10.72%
Max drawdown-28.38%-16.56%

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

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