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SURE vs IQLT

AdvisorShares Insider Advantage ETF vs iShares MSCI Intl Quality Factor ETF

SURE

AdvisorShares Insider Advantage ETF

AdvisorShares

Annual cost

0.90%

Fund size

$52M

IQLT

iShares MSCI Intl Quality Factor ETF

iShares

Annual cost

0.30%

Fund size

$12.9B

Key differences

  • IQLT costs 0.60% less per year.
  • IQLT is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
  • SURE covers north america markets; IQLT covers global ex us.
  • SURE follows a active selection strategy; IQLT uses index tracking.
  • Over the last 3 years, SURE has delivered higher annualized returns.

Side-by-side comparison

SUREIQLT
Annual cost (TER)0.90%0.30%
Fund size (AUM)$52M$12.9B
Since20112015
Dividend yield0.94%2.16%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+25.6%+19.1%
CAGR 3Y+17.8%+13.9%
CAGR 5Y+9.3%+7.9%
Sharpe 3Y0.920.71
Volatility 1Y12.96%14.48%
Max drawdown-35.68%-32.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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