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QUAL vs ROE
iShares MSCI USA Quality Factor ETF vs Astoria US Equal Weight Quality Kings ETF
Key differences
- QUAL costs 0.34% less per year.
- QUAL is significantly larger than ROE — larger funds tend to be more liquid and less likely to close.
- QUAL follows a index tracking strategy; ROE uses active selection.
- QUAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QUAL | ROE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.49% |
| Fund size (AUM) | $50.1B | $239M |
| Since | 2013 | 2023 |
| Dividend yield | 0.91% | 1.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.9% | +37.5% |
| CAGR 3Y | +20.6% | N/A |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 1.12 | N/A |
| Volatility 1Y | 12.01% | 14.02% |
| Max drawdown | -34.06% | -19.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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