AMOM vs ATFV

AMOM vs ATFV

Which is better, AMOM or ATFV?

Each has led over a different period.

ATFV has a lower expense ratio. AMOM led over 1Y, ATFV over 3Y, 5Y and the full window.

Lower Fees: ATFVHigher Returns: split

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

MetricAMOMATFV
Expense Ratio0.75%0.55%Best
AUM$23M$629M
Dividend Yield0.00%0.17%
Holdings10236
YTD Return+19.96%Best+10.86%
1Y Return+21.68%Best+11.47%
3Y Return (annualized)+24.92%+37.88%Best
5Y Return (annualized)+11.23%+12.24%Best
Volatility (annualized)22.3%Best23.9%
Max Drawdown-39.7%Best-45.3%
$10,000 over 5 years$17,026$17,813Best
Fund FamilyQRAFT AI ETFsAlger
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 20, 2019May 4, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 4, 2021 to Oct 14, 2026 (5.4 years).

AMOM vs ATFV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.4 years both funds cover.

Compare AMOM against instead:AMOM vs SPYAMOM vs QQQAMOM vs VOOAMOM vs VTIATFV against:ATFV vs VXUS

AMOM vs ATFV Performance

Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is an ETF from QRAFT AI ETFs and Alger 35 ETF (ATFV) is an ETF from Alger. Over the past year AMOM returned +21.68% while ATFV returned +11.47%. Year to date, AMOM is up 19.96% versus a gain of 10.86% for ATFV.

Over three years, AMOM compounded at +24.92% per year against +37.88% for ATFV; over five years the annualized figures are +11.23% and +12.24% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ATFV has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 22.3% for AMOM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -39.7% for AMOM and -45.3% for ATFV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AMOM charges 0.75% per year while ATFV charges 0.55%. On a $10,000 position that is $75 vs $55 annually, a gap of $20 per year that compounds over a long holding period. On income, AMOM currently yields 0.00% against 0.17% for ATFV.

You are not choosing between two funds in isolation.

Whichever of AMOM and ATFV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMOMATFV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMOM or ATFV?

AMOM has an expense ratio of 0.75% while ATFV charges 0.55%. ATFV is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, AMOM or ATFV?

Over the past year AMOM returned +21.68% vs +11.47% for ATFV, so AMOM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMOM or ATFV?

ATFV has been the more volatile fund at 23.9% annualized versus 22.3% for AMOM. Worst drawdown: AMOM -39.7% vs ATFV -45.3%.

Should I hold both AMOM and ATFV?

AMOM and ATFV have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AMOM or ATFV?

AMOM yields 0.00% while ATFV yields 0.17%, so ATFV currently pays the higher dividend yield.

Is ATFV better than AMOM?

ATFV has a lower expense ratio. AMOM led over 1Y, ATFV over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.