AOTG vs. AOTS
AOTG (AOT Growth and Innovation ETF) and AOTS (AOT Software Platform ETF) are both Technology Equities funds from AOT. AOTG is actively managed, while AOTS is passively managed. A 0.74 correlation means they provide meaningful diversification when combined. AOTG charges 0.75%/yr vs 0.49%/yr for AOTS.
Performance
AOTG vs. AOTS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AOTG achieves a 10.32% return, which is significantly higher than AOTS's -13.51% return.
AOTG
- 1D
- -0.48%
- 1M
- 2.87%
- YTD
- 10.32%
- 6M
- 8.42%
- 1Y
- 27.36%
- 3Y*
- 26.55%
- 5Y*
- —
- 10Y*
- —
AOTS
- 1D
- -0.46%
- 1M
- -7.02%
- YTD
- -13.51%
- 6M
- -13.93%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AOTG vs. AOTS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AOTG AOT Growth and Innovation ETF | 10.32% | -1.29% |
AOTS AOT Software Platform ETF | -13.51% | -0.83% |
Correlation
The correlation between AOTG and AOTS is 0.74, 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 Dec 23, 2025 | 0.74 |
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
AOTG vs. AOTS — Risk / Return Rank
AOTG
AOTS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AOTG vs. AOTS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AOT Growth and Innovation ETF (AOTG) and AOT Software Platform ETF (AOTS). 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.
| AOTG | AOTS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | — | — |
| Martin ratioReturn relative to average drawdown | 3.39 | — | — |
Loading charts...
Drawdowns
AOTG vs. AOTS - Drawdown Comparison
The maximum AOTG drawdown since its inception was -31.63%, which is greater than AOTS's maximum drawdown of -19.95%. Use the drawdown chart below to compare losses from any high point for AOTG and AOTS.
Loading charts...
Drawdown Indicators
| AOTG | AOTS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -19.95% | -11.68% |
Max Drawdown (1Y)Largest decline over 1 year | -22.85% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -27.41% | — | — |
Current DrawdownCurrent decline from peak | -7.69% | -14.66% | +6.97% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -10.08% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.09% | — | — |
Volatility
AOTG vs. AOTS - Volatility Comparison
Loading charts...
Volatility by Period
| AOTG | AOTS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.16% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.87% | 19.49% | +6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.54% | 19.49% | +10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.54% | 19.49% | +10.05% |
AOTG vs. AOTS - Expense Ratio Comparison
AOTG has a 0.75% expense ratio, which is higher than AOTS's 0.49% expense ratio.
Dividends
AOTG vs. AOTS - Dividend Comparison
Neither AOTG nor AOTS has paid dividends to shareholders.
Frequently Asked Questions
AOTG and AOTS have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AOTS is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AOTS is cheaper with a 0.49% expense ratio, compared with 0.75% for AOTG.
AOTG and AOTS have nearly identical dividend yields, around 0.00%.
Their fees differ too: 0.75% for AOTG and 0.49% for AOTS.
Find the right allocation for AOTG and AOTS
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