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SURE vs QUAL
AdvisorShares Insider Advantage ETF vs iShares MSCI USA Quality Factor ETF
Key differences
- QUAL costs 0.75% less per year.
- QUAL is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
- SURE follows a active selection strategy; QUAL uses index tracking.
- Over the last 3 years, QUAL has delivered higher annualized returns.
Side-by-side comparison
| SURE | QUAL | |
|---|---|---|
| Annual cost (TER) | 0.90% | 0.15% |
| Fund size (AUM) | $52M | $50.1B |
| Since | 2011 | 2013 |
| Dividend yield | 0.94% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.6% | +24.9% |
| CAGR 3Y | +17.8% | +20.6% |
| CAGR 5Y | +9.3% | +12.6% |
| Sharpe 3Y | 0.92 | 1.12 |
| Volatility 1Y | 12.96% | 12.01% |
| Max drawdown | -35.68% | -34.06% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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