Screener
ROE vs VALQ
Astoria US Equal Weight Quality Kings ETF vs American Century U.S. Quality Value ETF
Key differences
- VALQ costs 0.20% less per year.
- ROE follows a active selection strategy; VALQ uses index tracking.
- VALQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ROE | VALQ | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.29% |
| Fund size (AUM) | $239M | $306M |
| Since | 2023 | 2018 |
| Dividend yield | 1.01% | 1.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +37.5% | +17.4% |
| CAGR 3Y | N/A | +15.3% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | 14.02% | 11.25% |
| Max drawdown | -19.10% | -38.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ROE and VALQ
Explore further