PortfoliosLab logoPortfoliosLab logo
AFOS vs. EQL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AFOS vs. EQL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARS Focused Opportunities Strategy ETF (AFOS) and ALPS Equal Sector Weight ETF (EQL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AFOS achieves a 31.60% return, which is significantly higher than EQL's 8.44% return.


AFOS

1D
-3.79%
1M
4.43%
YTD
31.60%
6M
30.16%
1Y
3Y*
5Y*
10Y*

EQL

1D
-0.34%
1M
-0.97%
YTD
8.44%
6M
7.90%
1Y
17.48%
3Y*
15.88%
5Y*
10.58%
10Y*
12.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AFOS vs. EQL - Yearly Performance Comparison


Correlation

The correlation between AFOS and EQL is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 26, 2025

0.61

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AFOS vs. EQL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFOS

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


EQL
EQL Risk / Return Rank: 5858
Overall Rank
EQL Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
EQL Sortino Ratio Rank: 5656
Sortino Ratio Rank
EQL Omega Ratio Rank: 5454
Omega Ratio Rank
EQL Calmar Ratio Rank: 6060
Calmar Ratio Rank
EQL Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AFOS vs. EQL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARS Focused Opportunities Strategy ETF (AFOS) and ALPS Equal Sector Weight ETF (EQL). 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.


AFOSEQLDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.84

Martin ratioReturn relative to average drawdown

10.95

AFOS vs. EQL - Sharpe Ratio Comparison


Loading charts...

Drawdowns

AFOS vs. EQL - Drawdown Comparison

The maximum AFOS drawdown since its inception was -11.52%, smaller than the maximum EQL drawdown of -35.65%. Use the drawdown chart below to compare losses from any high point for AFOS and EQL.


Loading charts...

Drawdown Indicators


AFOSEQLDifference

Max Drawdown

Largest peak-to-trough decline

-11.52%

-35.65%

+24.13%

Max Drawdown (1Y)

Largest decline over 1 year

-6.19%

Max Drawdown (3Y)

Largest decline over 3 years

-15.07%

Max Drawdown (5Y)

Largest decline over 5 years

-19.24%

Max Drawdown (10Y)

Largest decline over 10 years

-35.65%

Current Drawdown

Current decline from peak

-3.79%

-1.76%

-2.03%

Average Drawdown

Average peak-to-trough decline

-1.42%

-3.25%

+1.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

Volatility

AFOS vs. EQL - Volatility Comparison


Loading charts...

Volatility by Period


AFOSEQLDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.08%

Volatility (6M)

Calculated over the trailing 6-month period

7.20%

Volatility (1Y)

Calculated over the trailing 1-year period

21.52%

9.59%

+11.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.52%

14.56%

+6.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.52%

16.54%

+4.98%

AFOS vs. EQL - Expense Ratio Comparison

AFOS has a 0.45% expense ratio, which is higher than EQL's 0.27% expense ratio.


Dividends

AFOS vs. EQL - Dividend Comparison

AFOS's dividend yield for the trailing twelve months is around 0.23%, less than EQL's 1.63% yield.


PositionTTM20252024202320222021202020192018201720162015
AFOS
ARS Focused Opportunities Strategy ETF
0.23%0.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EQL
ALPS Equal Sector Weight ETF
1.63%1.73%1.78%1.96%2.14%1.69%2.29%1.95%2.39%1.97%2.89%2.07%

Frequently Asked Questions


AFOS and EQL have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EQL is cheaper at 0.27% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EQL is cheaper with a 0.27% expense ratio, compared with 0.45% for AFOS.

EQL has the higher dividend yield at 1.63%, compared with 0.23% for AFOS.

They also come from different issuers: ARS Investment Partners and SS&C. Their fees differ too: 0.45% for AFOS and 0.27% for EQL.

Portfolio Optimizer

Find the right allocation for AFOS and EQL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer