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AQLT vs SPHQ

iShares MSCI Global Quality Factor ETF vs Invesco S&P 500 Quality ETF

AQLT

iShares MSCI Global Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$246M

SPHQ

Invesco S&P 500 Quality ETF

Invesco

Annual cost

0.15%

Fund size

$17.3B

Key differences

  • SPHQ costs 0.05% less per year.
  • SPHQ is significantly larger than AQLT — larger funds tend to be more liquid and less likely to close.
  • AQLT covers global markets; SPHQ covers north america.
  • SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AQLTSPHQ
Annual cost (TER)0.20%0.15%
Fund size (AUM)$246M$17.3B
Since20242005
Dividend yield0.97%1.11%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+24.7%
CAGR 3YN/A+22.7%
CAGR 5YN/A+15.0%
Sharpe 3YN/A1.27
Volatility 1Y13.50%12.73%
Max drawdown-16.84%-31.59%

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

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