AIO vs. AIQ
Compare and contrast key facts about Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Global X Artificial Intelligence & Technology ETF (AIQ).
AIO is managed by Virtus. It was launched on Oct 29, 2019. AIQ is a passively managed fund by Global X that tracks the performance of the Indxx Artificial Intelligence & Big Data Index. It was launched on May 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIO or AIQ.
Correlation
The correlation between AIO and AIQ is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AIO vs. AIQ - Performance Comparison
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Key characteristics
AIO:
14.91%
AIQ:
12.75%
AIO:
-1.49%
AIQ:
-0.84%
AIO:
0.00%
AIQ:
0.00%
Returns By Period
AIO
N/A
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AIQ
N/A
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AIO vs. AIQ - Expense Ratio Comparison
AIO has a 1.41% expense ratio, which is higher than AIQ's 0.68% expense ratio.
Risk-Adjusted Performance
AIO vs. AIQ — Risk-Adjusted Performance Rank
AIO
AIQ
AIO vs. AIQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.
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Dividends
AIO vs. AIQ - Dividend Comparison
AIO's dividend yield for the trailing twelve months is around 0.69%, while AIQ has not paid dividends to shareholders.
Drawdowns
AIO vs. AIQ - Drawdown Comparison
The maximum AIO drawdown since its inception was -1.49%, which is greater than AIQ's maximum drawdown of -0.84%. Use the drawdown chart below to compare losses from any high point for AIO and AIQ. For additional features, visit the drawdowns tool.
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Volatility
AIO vs. AIQ - Volatility Comparison
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