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QPX vs AOM

AdvisorShares Q Dynamic Growth ETF vs iShares Core 40/60 Moderate Allocation ETF

QPX

AdvisorShares Q Dynamic Growth ETF

AdvisorShares

Annual cost

1.74%

Fund size

$34M

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • AOM costs 1.59% less per year.
  • AOM is significantly larger than QPX — larger funds tend to be more liquid and less likely to close.
  • QPX follows a active selection strategy; AOM uses index tracking.
  • Over the last 3 years, QPX has delivered higher annualized returns.
  • AOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QPXAOM
Annual cost (TER)1.74%0.15%
Fund size (AUM)$34M$1.7B
Since20202008
Dividend yield0.00%3.04%
Asset classmixed assetmixed asset
Region
Strategyactive selectionindex tracking
CAGR 1Y+34.4%+15.5%
CAGR 3Y+23.1%+11.0%
CAGR 5Y+13.7%+5.1%
Sharpe 3Y1.160.99
Volatility 1Y14.02%6.58%
Max drawdown-34.75%-19.96%

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

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