AOTS vs. AOTG

Last updated Jun 4, 2026

AOTS (AOT Software Platform ETF) and AOTG (AOT Growth and Innovation ETF) are both Technology Equities funds from AOT. AOTS is passively managed, while AOTG is actively managed. Their correlation of 0.81 suggests significant overlap in exposure. AOTS charges 0.49%/yr vs 0.75%/yr for AOTG.

Performance

AOTS vs. AOTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AOT Software Platform ETF (AOTS) and AOT Growth and Innovation ETF (AOTG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AOTS achieves a -6.44% return, which is significantly lower than AOTG's 16.75% return.

AOTS

• 1D: -2.67%
• 1M: 1.97%
• YTD: -6.44%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AOTG

• 1D: -1.35%
• 1M: 14.06%
• YTD: 16.75%
• 6M: 16.42%
• 1Y: 40.78%
• 3Y*: 29.37%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AOTS vs. AOTG - Yearly Performance Comparison

	2026 (YTD)	2025
AOTS AOT Software Platform ETF	-6.44%	-0.83%
AOTG AOT Growth and Innovation ETF	16.75%	-1.57%

Correlation

The correlation between AOTS and AOTG is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 24, 2025	0.81

Return for Risk

AOTS vs. AOTG — Risk / Return Rank

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

AOTG

AOTG Risk / Return Rank: 42
AOTG Sharpe Ratio Rank: 49
AOTG Sortino Ratio Rank: 45
AOTG Omega Ratio Rank: 46
AOTG Calmar Ratio Rank: 36
AOTG Martin Ratio Rank: 33

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.

AOTS vs. AOTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AOT Software Platform ETF (AOTS) and AOT Growth and Innovation ETF (AOTG). 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.

Sharpe Ratios by Period

	AOTS	AOTG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.82	0.97	-1.78

Drawdowns

AOTS vs. AOTG - Drawdown Comparison

The maximum AOTS drawdown since its inception was -19.95%, smaller than the maximum AOTG drawdown of -31.63%. Use the drawdown chart below to compare losses from any high point for AOTS and AOTG.

Drawdown Indicators

	AOTS	AOTG	Difference
Max Drawdown Largest peak-to-trough decline	-19.95%	-31.63%	+11.68%
Max Drawdown (1Y) Largest decline over 1 year	—	-22.85%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.41%	—
Current Drawdown Current decline from peak	-7.69%	-2.31%	-5.38%
Average Drawdown Average peak-to-trough decline	-9.98%	-7.89%	-2.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.92%	—

Volatility

Volatility by Period

	AOTS	AOTG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.48%	—
Volatility (6M) Calculated over the trailing 6-month period	—	18.77%	—
Volatility (1Y) Calculated over the trailing 1-year period	19.37%	23.90%	-4.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.37%	29.28%	-9.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.37%	29.28%	-9.91%

AOTS vs. AOTG - Expense Ratio Comparison

AOTS has a 0.49% expense ratio, which is lower than AOTG's 0.75% expense ratio.

Dividends

AOTS vs. AOTG - Dividend Comparison

Neither AOTS nor AOTG has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both AOTS and AOTG in my portfolio?

AOTS and AOTG have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AOTS or AOTG?

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.

Which ETF is cheaper, AOTS or AOTG?

AOTS is cheaper with a 0.49% expense ratio, compared with 0.75% for AOTG.

Which ETF pays a higher dividend yield, AOTS or AOTG?

AOTS and AOTG have nearly identical dividend yields, around 0.00%.

What is the main difference between AOTS and AOTG?

Their fees differ too: 0.49% for AOTS and 0.75% for AOTG.