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QMOM vs IVAL

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

QMOM

Alpha Architect U.S. Quantitative Momentum ETF

Alpha Architect

Annual cost

0.28%

Fund size

$519M

IVAL

Alpha Architect International Quantitative Value ETF

Alpha Architect

Annual cost

0.38%

Fund size

$207M

Key differences

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

Side-by-side comparison

QMOMIVAL
Annual cost (TER)0.28%0.38%
Fund size (AUM)$519M$207M
Since20152014
Dividend yield0.46%2.71%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.2%+32.0%
CAGR 3Y+22.1%+19.2%
CAGR 5Y+12.3%+8.4%
Sharpe 3Y0.830.96
Volatility 1Y23.09%15.35%
Max drawdown-39.13%-46.09%

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

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