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QVOY vs AOK
Q3 All-Season Active Rotation ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
- AOK costs 1.17% less per year.
- AOK is significantly larger than QVOY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, QVOY has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QVOY | AOK | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.15% |
| Fund size (AUM) | $60M | $756M |
| Since | 2022 | 2008 |
| Dividend yield | 0.52% | 3.32% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +13.0% |
| CAGR 3Y | +12.4% | +9.4% |
| CAGR 5Y | N/A | +4.0% |
| Sharpe 3Y | 0.60 | 0.90 |
| Volatility 1Y | 17.56% | 5.80% |
| Max drawdown | -17.05% | -18.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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