AMOMX vs. ANDIX
AMOMX (AQR Large Cap Momentum Style Fund) and ANDIX (AQR International Defensive Style Fund) are both mutual funds - AMOMX is a Large Cap Growth Equities fund managed by AQR Funds, while ANDIX is a Foreign Large Cap Equities fund managed by AQR Funds. A 0.68 correlation means they provide meaningful diversification when combined. AMOMX charges 0.41%/yr vs 0.55%/yr for ANDIX.
Performance
AMOMX vs. ANDIX - Performance Comparison
Loading charts...
Returns By Period
AMOMX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ANDIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AMOMX vs. ANDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMOMX AQR Large Cap Momentum Style Fund | 11.26% | 15.36% | 27.62% | 18.17% | -18.00% | 26.01% | 26.86% | 29.20% | -4.01% | 23.87% |
ANDIX AQR International Defensive Style Fund | 5.63% | 21.41% | 2.83% | 12.06% | -14.26% | 7.59% | 8.43% | 18.39% | -10.35% | 22.86% |
Correlation
The correlation between AMOMX and ANDIX is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2012 | 0.68 |
The correlation between AMOMX and ANDIX shifts across timeframes, from 0.52 (1 year) to 0.68 (10 years), reflecting how their relationship changes across market environments.
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
AMOMX vs. ANDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AQR Large Cap Momentum Style Fund (AMOMX) and AQR International Defensive Style Fund (ANDIX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Drawdowns
AMOMX vs. ANDIX - Drawdown Comparison
Loading charts...
Volatility
AMOMX vs. ANDIX - Volatility Comparison
Loading charts...
AMOMX vs. ANDIX - Expense Ratio Comparison
AMOMX has a 0.41% expense ratio, which is lower than ANDIX's 0.55% expense ratio.
Dividends
AMOMX vs. ANDIX - Dividend Comparison
AMOMX's dividend yield for the trailing twelve months is around 30.65%, less than ANDIX's 70.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMOMX AQR Large Cap Momentum Style Fund | 30.65% | 25.49% | 14.05% | 14.08% | 10.95% | 17.95% | 16.14% | 10.22% | 12.17% | 9.15% | 8.23% | 8.44% |
ANDIX AQR International Defensive Style Fund | 70.16% | 4.74% | 2.29% | 3.02% | 2.00% | 2.53% | 1.73% | 2.51% | 2.40% | 3.30% | 1.47% | 2.09% |
Frequently Asked Questions
AMOMX and ANDIX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for AMOMX and ANDIX
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