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IVAL vs QMOM

Alpha Architect International Quantitative Value ETF vs Alpha Architect U.S. Quantitative Momentum ETF

IVAL

Alpha Architect International Quantitative Value ETF

Alpha Architect

Annual cost

0.38%

Fund size

$207M

QMOM

Alpha Architect U.S. Quantitative Momentum ETF

Alpha Architect

Annual cost

0.28%

Fund size

$519M

Key differences

  • QMOM costs 0.10% less per year.
  • IVAL follows a index tracking strategy; QMOM uses active selection.
  • Over the last 3 years, QMOM has delivered higher annualized returns.

Side-by-side comparison

IVALQMOM
Annual cost (TER)0.38%0.28%
Fund size (AUM)$207M$519M
Since20142015
Dividend yield2.71%0.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+32.0%+28.2%
CAGR 3Y+19.2%+22.1%
CAGR 5Y+8.4%+12.3%
Sharpe 3Y0.960.83
Volatility 1Y15.35%23.09%
Max drawdown-46.09%-39.13%

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

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