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ROE vs SPHQ
Astoria US Equal Weight Quality Kings ETF vs Invesco S&P 500 Quality ETF
Key differences
- SPHQ costs 0.34% less per year.
- SPHQ is significantly larger than ROE — larger funds tend to be more liquid and less likely to close.
- ROE follows a active selection strategy; SPHQ uses index tracking.
- SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ROE | SPHQ | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $239M | $17.3B |
| Since | 2023 | 2005 |
| Dividend yield | 1.01% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +37.5% | +24.7% |
| CAGR 3Y | N/A | +22.7% |
| CAGR 5Y | N/A | +15.0% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 14.02% | 12.73% |
| Max drawdown | -19.10% | -31.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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