Screener
INVN vs ATFV
Alger Russell Innovation ETF vs Alger 35 ETF
Key differences
- ATFV is significantly larger than INVN — larger funds tend to be more liquid and less likely to close.
- INVN follows a index tracking strategy; ATFV uses active selection.
Side-by-side comparison
| INVN | ATFV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.56% |
| Fund size (AUM) | $11M | $141M |
| Since | 2025 | 2021 |
| Dividend yield | 0.00% | 0.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.2% | +50.0% |
| CAGR 3Y | N/A | +39.5% |
| CAGR 5Y | N/A | +16.0% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 20.34% | 22.64% |
| Max drawdown | -26.01% | -45.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to INVN and ATFV
Explore further