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IVAL vs IMOM

Alpha Architect International Quantitative Value ETF vs Alpha Architect International Quantitative Momentum ETF

IVAL

Alpha Architect International Quantitative Value ETF

Alpha Architect

Annual cost

0.38%

Fund size

$207M

IMOM

Alpha Architect International Quantitative Momentum ETF

Alpha Architect

Annual cost

0.38%

Fund size

$153M

Key differences

  • IVAL follows a index tracking strategy; IMOM uses active selection.
  • Over the last 3 years, IMOM has delivered higher annualized returns.

Side-by-side comparison

IVALIMOM
Annual cost (TER)0.38%0.38%
Fund size (AUM)$207M$153M
Since20142015
Dividend yield2.71%2.19%
Asset classequityequity
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y+32.0%+49.2%
CAGR 3Y+19.2%+23.8%
CAGR 5Y+8.4%+10.2%
Sharpe 3Y0.961.03
Volatility 1Y15.35%19.42%
Max drawdown-46.09%-45.74%

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

Similar to IVAL and IMOM