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QTAC vs AOM

Q3 All-Season Tactical Advantage ETF vs iShares Core 40/60 Moderate Allocation ETF

QTAC

Q3 All-Season Tactical Advantage ETF

Q3 Asset Management Corporation

Annual cost

1.78%

Fund size

$54M

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • AOM costs 1.63% less per year.
  • AOM is significantly larger than QTAC — larger funds tend to be more liquid and less likely to close.
  • QTAC is classified as alternative, while AOM is mixed asset — different risk/return profiles.
  • QTAC follows a multi strategy strategy; AOM uses index tracking.
  • AOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QTACAOM
Annual cost (TER)1.78%0.15%
Fund size (AUM)$54M$1.7B
Since20252008
Dividend yield3.04%
Asset classalternativemixed asset
Regionnorth america
Strategymulti strategyindex tracking
CAGR 1YN/A+15.5%
CAGR 3YN/A+11.0%
CAGR 5YN/A+5.1%
Sharpe 3YN/A0.99
Volatility 1Y6.58%
Max drawdown-16.56%-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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