AIO vs HFEV
Virtus Artificial Intelligence & Technology Opportunities Fund vs New Age Alpha Europe Ex-UK Low Vol ETF
Which is better, AIO or HFEV?
HFEV costs less.
HFEV has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AIO | HFEV |
|---|---|---|
| Expense Ratio | 1.47% | 0.65%Best |
| AUM | $944M | - |
| Dividend Yield | 11.21% | - |
| Holdings | 102 | - |
| YTD Price Return | +9.52% | - |
| 1Y Price Return | +1.48% | - |
| 3Y Price Return (annualized) | +13.50% | - |
| 5Y Price Return (annualized) | -2.54% | - |
| Volatility (annualized) | 22.2% | - |
| Max Drawdown | -49.1% | - |
| Fund Family | Virtus Investment Partners | New Age Alpha |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Oct 31, 2019 | Nov 22, 2019 |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for HFEV. We have no price series for HFEV, so there is nothing to compare it against.
AIO vs HFEV Performance
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is an ETF from Virtus Investment Partners and New Age Alpha Europe Ex-UK Low Vol ETF (HFEV) is an ETF from New Age Alpha.
Past performance does not guarantee future results.
Fees and Cost Over Time
AIO charges 1.47% per year while HFEV charges 0.65%. On a $10,000 position that is $147 vs $65 annually, a gap of $82 per year that compounds over a long holding period.
You are not choosing between two funds in isolation.
Whichever of AIO and HFEV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AIO or HFEV?
AIO has an expense ratio of 1.47% while HFEV charges 0.65%. HFEV is the cheaper option, by $82 a year on a $10,000 investment.
Is HFEV better than AIO?
HFEV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.