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AOA vs QVOY
iShares Core 80/20 Aggressive Allocation ETF vs Q3 All-Season Active Rotation ETF
Key differences
- AOA costs 1.17% less per year.
- AOA is significantly larger than QVOY — larger funds tend to be more liquid and less likely to close.
- AOA follows a index tracking strategy; QVOY uses active selection.
- Over the last 3 years, AOA has delivered higher annualized returns.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOA | QVOY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.32% |
| Fund size (AUM) | $3.0B | $60M |
| Since | 2008 | 2022 |
| Dividend yield | 2.12% | 0.52% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.0% | +25.0% |
| CAGR 3Y | +17.7% | +12.4% |
| CAGR 5Y | +9.6% | N/A |
| Sharpe 3Y | 1.16 | 0.60 |
| Volatility 1Y | 10.72% | 17.56% |
| Max drawdown | -28.38% | -17.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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