AAUB vs. IVAL
AAUB (Alpha Architect U.S. Equity 4 ETF) and IVAL (Alpha Architect International Quantitative Value ETF) are both exchange-traded funds - AAUB is a Large Cap Blend Equities fund actively managed by Alpha Architect, while IVAL is a Foreign Large Cap Equities fund actively managed by Alpha Architect. Both are actively managed. Their -0.40 correlation means they have often moved in opposite directions in the past. AAUB charges 0.09%/yr vs 0.39%/yr for IVAL.
Performance
AAUB vs. IVAL - Performance Comparison
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Returns By Period
AAUB
- 1D
- -0.18%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IVAL
- 1D
- 0.87%
- 1M
- 4.86%
- 6M
- 7.80%
- YTD
- 15.72%
- 1Y
- 32.01%
- 3Y*
- 17.43%
- 5Y*
- 9.43%
- 10Y*
- 7.91%
- ALL TIME*
- 6.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $149.14K | $149.14K | $149.14K | |
| $264.60K | $569.58K | $611.85K |
AAUB vs. IVAL - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AAUB Alpha Architect U.S. Equity 4 ETF | -0.65% |
IVAL Alpha Architect International Quantitative Value ETF | 1.56% |
Correlation
The correlation between AAUB and IVAL 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 |
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Return for Risk
AAUB vs. IVAL — Risk / Return Rank
AAUB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IVAL
AAUB vs. IVAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpha Architect U.S. Equity 4 ETF (AAUB) and Alpha Architect International Quantitative Value ETF (IVAL). 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.
| AAUB | IVAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.86 | — |
| Martin ratioReturn relative to average drawdown | — | 9.33 | — |
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Drawdowns
AAUB vs. IVAL - Drawdown Comparison
The maximum AAUB drawdown since its inception was -0.67%, smaller than the maximum IVAL drawdown of -46.09%. Use the drawdown chart below to compare losses from any high point for AAUB and IVAL.
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Drawdown Indicators
| AAUB | IVAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.67% | -46.09% | +45.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.24% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.92% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.54% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.09% | — |
Current DrawdownCurrent decline from peak | -0.67% | -0.85% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -0.38% | -11.89% | +11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.44% | — |
Volatility
AAUB vs. IVAL - Volatility Comparison
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Volatility by Period
| AAUB | IVAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.11% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.77% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.04% | 15.33% | -11.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.04% | 17.75% | -13.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.04% | 18.59% | -14.55% |
AAUB vs. IVAL - Expense Ratio Comparison
AAUB has a 0.09% expense ratio, which is lower than IVAL's 0.39% expense ratio.
Dividends
AAUB vs. IVAL - Dividend Comparison
AAUB has not paid dividends to shareholders, while IVAL's dividend yield for the trailing twelve months is around 2.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUB Alpha Architect U.S. Equity 4 ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVAL Alpha Architect International Quantitative Value ETF | 2.64% | 2.75% | 3.60% | 5.15% | 8.00% | 3.95% | 2.07% | 2.51% | 2.93% | 1.73% | 2.02% | 1.86% |
Frequently Asked Questions
AAUB and IVAL 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.
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.
AAUB is cheaper with a 0.09% expense ratio, compared with 0.39% for IVAL.
IVAL has the higher dividend yield at 2.64%, compared with 0.00% for AAUB.
AAUB is categorized as Large Cap Blend Equities, while IVAL is Foreign Large Cap Equities. Their fees differ too: 0.09% for AAUB and 0.39% for IVAL.
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