AAUB vs. CPTL

Last updated Jul 29, 2026

AAUB (Alpha Architect U.S. Equity 4 ETF) and CPTL (Global X Morningstar Capital Allocation Leaders ETF) are both Large Cap Blend Equities funds. AAUB is actively managed, while CPTL is passively managed. Their -0.40 correlation means they have often moved in opposite directions in the past. AAUB charges 0.09%/yr vs 0.35%/yr for CPTL.

Performance

AAUB vs. CPTL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect U.S. Equity 4 ETF (AAUB) and Global X Morningstar Capital Allocation Leaders ETF (CPTL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AAUB

• 1D: -0.18%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

CPTL

• 1D: 0.25%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AAUB Alpha Architect U.S. Equity 4 ETF	$149.14K	$149.14K	$149.14K
CPTL Global X Morningstar Capital Allocation Leaders ETF	$267.65K	$267.65K	$267.65K

AAUB vs. CPTL - Yearly Performance Comparison

	2026 (YTD)
AAUB Alpha Architect U.S. Equity 4 ETF	-0.65%
CPTL Global X Morningstar Capital Allocation Leaders ETF	-0.81%

Correlation

The correlation between AAUB and CPTL is -0.40, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 23, 2026	-0.40

Return for Risk

AAUB vs. CPTL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect U.S. Equity 4 ETF (AAUB) and Global X Morningstar Capital Allocation Leaders ETF (CPTL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

AAUB vs. CPTL - Drawdown Comparison

The maximum AAUB drawdown since its inception was -0.67%, smaller than the maximum CPTL drawdown of -1.45%. Use the drawdown chart below to compare losses from any high point for AAUB and CPTL.

Drawdown Indicators

	AAUB	CPTL	Difference
Max Drawdown Largest peak-to-trough decline	-0.67%	-1.45%	+0.78%
Current Drawdown Current decline from peak	-0.67%	-1.05%	+0.38%
Average Drawdown Average peak-to-trough decline	-0.38%	-1.06%	+0.68%

Volatility

Volatility by Period

	AAUB	CPTL	Difference
Volatility (1Y) Calculated over the trailing 1-year period	4.04%	9.37%	-5.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.04%	9.37%	-5.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.04%	9.37%	-5.33%

AAUB vs. CPTL - Expense Ratio Comparison

AAUB has a 0.09% expense ratio, which is lower than CPTL's 0.35% expense ratio.

Dividends

AAUB vs. CPTL - Dividend Comparison

Neither AAUB nor CPTL has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both AAUB and CPTL in my portfolio?

AAUB and CPTL have a correlation of -0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AAUB or CPTL?

On fees, AAUB is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AAUB or CPTL?

AAUB is cheaper with a 0.09% expense ratio, compared with 0.35% for CPTL.

Which ETF pays a higher dividend yield, AAUB or CPTL?

AAUB and CPTL have nearly identical dividend yields, around 0.00%.

What is the main difference between AAUB and CPTL?

They also come from different issuers: Alpha Architect and Global X. Their fees differ too: 0.09% for AAUB and 0.35% for CPTL.