AOTG vs. QQQ
Compare and contrast key facts about AOT Growth and Innovation ETF (AOTG) and Invesco QQQ ETF (QQQ).
AOTG and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AOTG is an actively managed fund by AOT. It was launched on Jun 28, 2022. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
AOTG vs. QQQ - Performance Comparison
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AOTG vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AOTG AOT Growth and Innovation ETF | -14.12% | 25.26% | 32.20% | 54.58% | -11.53% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -5.78% |
Returns By Period
In the year-to-date period, AOTG achieves a -14.12% return, which is significantly lower than QQQ's -4.76% return.
AOTG
- 1D
- 0.89%
- 1M
- -3.71%
- YTD
- -14.12%
- 6M
- -11.94%
- 1Y
- 21.37%
- 3Y*
- 21.46%
- 5Y*
- —
- 10Y*
- —
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
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AOTG vs. QQQ - Expense Ratio Comparison
AOTG has a 0.75% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
AOTG vs. QQQ — Risk / Return Rank
AOTG
QQQ
AOTG vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AOT Growth and Innovation ETF (AOTG) and Invesco QQQ ETF (QQQ). 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.
| AOTG | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.07 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.66 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.00 | -1.01 |
Martin ratioReturn relative to average drawdown | 3.03 | 7.32 | -4.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOTG | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.07 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.38 | +0.29 |
Correlation
The correlation between AOTG and QQQ is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AOTG vs. QQQ - Dividend Comparison
AOTG has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOTG AOT Growth and Innovation 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% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
AOTG vs. QQQ - Drawdown Comparison
The maximum AOTG drawdown since its inception was -31.63%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for AOTG and QQQ.
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Drawdown Indicators
| AOTG | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -82.97% | +51.34% |
Max Drawdown (1Y)Largest decline over 1 year | -22.85% | -12.62% | -10.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -18.68% | -7.86% | -10.82% |
Average DrawdownAverage peak-to-trough decline | -8.00% | -32.99% | +24.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 3.44% | +4.02% |
Volatility
AOTG vs. QQQ - Volatility Comparison
AOT Growth and Innovation ETF (AOTG) has a higher volatility of 9.04% compared to Invesco QQQ ETF (QQQ) at 6.61%. This indicates that AOTG's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOTG | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 6.61% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 19.04% | 12.82% | +6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.09% | 22.70% | +6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.40% | 22.38% | +7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.40% | 22.25% | +7.15% |