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QPX vs AOR

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

QPX

AdvisorShares Q Dynamic Growth ETF

AdvisorShares

Annual cost

1.74%

Fund size

$34M

AOR

iShares Core 60/40 Balanced Allocation ETF

iShares

Annual cost

0.15%

Fund size

$3.5B

Key differences

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

Side-by-side comparison

QPXAOR
Annual cost (TER)1.74%0.15%
Fund size (AUM)$34M$3.5B
Since20202008
Dividend yield0.00%2.53%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+34.4%+21.0%
CAGR 3Y+23.1%+14.4%
CAGR 5Y+13.7%+7.4%
Sharpe 3Y1.161.11
Volatility 1Y14.02%8.50%
Max drawdown-34.75%-22.95%

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

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