AMOM vs DWUS

AMOM vs DWUS

Which is better, AMOM or DWUS?

AMOM has been ahead.

AMOM has a lower expense ratio. AMOM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: AMOMHigher Returns: AMOM

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

MetricAMOMDWUS
Expense Ratio0.75%Best1.08%
AUM$23M$122M
Dividend Yield0.00%0.03%
Holdings1024
YTD Return+19.96%Best+9.20%
1Y Return+21.68%Best+10.11%
3Y Return (annualized)+24.92%Best+17.82%
5Y Return (annualized)+11.23%Best+9.99%
Volatility (annualized)22.5%18.1%Best
Max Drawdown-39.7%-30.5%Best
$10,000 over 5 years$17,026Best$16,098
Fund FamilyQRAFT AI ETFsAdvisor Shares
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 20, 2019Dec 26, 2019

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2019 to Oct 14, 2026 (6.8 years).

AMOM vs DWUS 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 6.8 years both funds cover.

Compare AMOM against instead:AMOM vs SPYAMOM vs QQQAMOM vs VOOAMOM vs VTIDWUS against:DWUS vs VXUS

AMOM vs DWUS Performance

Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is an ETF from QRAFT AI ETFs and Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares. Over the past year AMOM returned +21.68% while DWUS returned +10.11%. Year to date, AMOM is up 19.96% versus a gain of 9.20% for DWUS.

Over three years, AMOM compounded at +24.92% per year against +17.82% for DWUS; over five years the annualized figures are +11.23% and +9.99% respectively. Across the full 7-year window we track, AMOM has the edge at +16.84% annualized vs +13.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMOM has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 18.1% for DWUS. 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 -30.5% for DWUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AMOM charges 0.75% per year while DWUS charges 1.08%. On a $10,000 position that is $75 vs $108 annually, a gap of $33 per year that compounds over a long holding period. On income, AMOM currently yields 0.00% against 0.03% for DWUS.

Holdings Overlap

We hold position weights for 50 holdings in AMOM and 4 in DWUS, totalling 99.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 50 positions we hold weights for in AMOM and 4 in DWUS, against full books of 102 and 4.

What only one of them owns

Measured across the 50 and 4 positions we hold weights for.

AMOM holds 50 positions DWUS does not, 99.5% of the fund.

Largest: NVDA 8.55%, AVGO 3.89%, CSCO 3.29%, CAT 3.23%, MU 3.23%

You are not choosing between two funds in isolation.

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

AMOMDWUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMOM or DWUS?

AMOM has an expense ratio of 0.75% while DWUS charges 1.08%. AMOM is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, AMOM or DWUS?

Over the past year AMOM returned +21.68% vs +10.11% for DWUS, so AMOM leads on 1-year performance. Over the longest common window we track (7 years), AMOM annualized +16.84% vs +13.78% for DWUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMOM or DWUS?

AMOM has been the more volatile fund at 22.5% annualized versus 18.1% for DWUS. Worst drawdown: AMOM -39.7% vs DWUS -30.5%.

Should I hold both AMOM and DWUS?

AMOM and DWUS have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, AMOM or DWUS?

AMOM yields 0.00% while DWUS yields 0.03%, so DWUS currently pays the higher dividend yield.

Is DWUS better than AMOM?

AMOM has a lower expense ratio. AMOM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.