ATFV vs QPX
Alger 35 ETF vs Advisorshares Q Dynamic Growth ETF
Which is better, ATFV or QPX?
ATFV has been ahead.
ATFV has a lower expense ratio. ATFV led over 1Y, 3Y, 5Y and the full window.
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 | ATFV | QPX |
|---|---|---|
| Expense Ratio | 0.55%Best | 1.74% |
| AUM | $629M | $34M |
| Dividend Yield | 0.17% | 0.00% |
| Holdings | 36 | 18 |
| YTD Return | +10.86%Best | +6.84% |
| 1Y Return | +11.47%Best | +10.49% |
| 3Y Return (annualized) | +37.88%Best | +19.47% |
| 5Y Return (annualized) | +12.24%Best | +10.62% |
| Volatility (annualized) | 23.9% | 17.7%Best |
| Max Drawdown | -45.3% | -34.7%Best |
| $10,000 over 5 years | $17,813Best | $16,564 |
| Fund Family | Alger | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Dec 28, 2020 |
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).
ATFV vs QPX 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.
ATFV vs QPX Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares. Over the past year ATFV returned +11.47% while QPX returned +10.49%. Year to date, ATFV is up 10.86% versus a gain of 6.84% for QPX.
Over three years, ATFV compounded at +37.88% per year against +19.47% for QPX; over five years the annualized figures are +12.24% and +10.62% 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 17.7% for QPX. 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 -45.3% for ATFV and -34.7% for QPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ATFV charges 0.55% per year while QPX charges 1.74%. On a $10,000 position that is $55 vs $174 annually, a gap of $119 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 0.00% for QPX.
You are not choosing between two funds in isolation.
Whichever of ATFV and QPX 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, ATFV or QPX?
ATFV has an expense ratio of 0.55% while QPX charges 1.74%. ATFV is the cheaper option, by $119 a year on a $10,000 investment.
Which performed better, ATFV or QPX?
Over the past year ATFV returned +11.47% vs +10.49% for QPX, so ATFV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or QPX?
ATFV has been the more volatile fund at 23.9% annualized versus 17.7% for QPX. Worst drawdown: ATFV -45.3% vs QPX -34.7%.
Should I hold both ATFV and QPX?
ATFV and QPX have a monthly-return correlation of 0.85, 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, ATFV or QPX?
ATFV yields 0.17% while QPX yields 0.00%, so ATFV currently pays the higher dividend yield.
Is QPX better than ATFV?
ATFV has a lower expense ratio. ATFV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.