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AQLT vs. VMOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AQLT vs. VMOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Global Quality Factor ETF (AQLT) and Alpha Architect Value Momentum Trend ETF (VMOT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AQLT achieves a 12.40% return, which is significantly lower than VMOT's 17.28% return.


AQLT

1D
-0.37%
1M
4.34%
YTD
12.40%
6M
12.67%
1Y
29.00%
3Y*
5Y*
10Y*

VMOT

1D
-0.37%
1M
3.80%
YTD
17.28%
6M
20.07%
1Y
34.59%
3Y*
19.57%
5Y*
6.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AQLT vs. VMOT - Yearly Performance Comparison


2026 (YTD)20252024
AQLT
iShares MSCI Global Quality Factor ETF
12.40%17.65%-3.14%
VMOT
Alpha Architect Value Momentum Trend ETF
17.28%18.54%-3.27%

Correlation

The correlation between AQLT and VMOT is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2024

0.80

The correlation between AQLT and VMOT has been stable across timeframes, ranging from 0.80 to 0.80 - a consistent structural relationship.

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Return for Risk

AQLT vs. VMOT — Risk / Return Rank

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

AQLT
AQLT Risk / Return Rank: 6464
Overall Rank
AQLT Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
AQLT Sortino Ratio Rank: 6767
Sortino Ratio Rank
AQLT Omega Ratio Rank: 6464
Omega Ratio Rank
AQLT Calmar Ratio Rank: 5555
Calmar Ratio Rank
AQLT Martin Ratio Rank: 6767
Martin Ratio Rank

VMOT
VMOT Risk / Return Rank: 6969
Overall Rank
VMOT Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
VMOT Sortino Ratio Rank: 7070
Sortino Ratio Rank
VMOT Omega Ratio Rank: 6969
Omega Ratio Rank
VMOT Calmar Ratio Rank: 6565
Calmar Ratio Rank
VMOT Martin Ratio Rank: 7171
Martin Ratio Rank
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.

AQLT vs. VMOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Global Quality Factor ETF (AQLT) and Alpha Architect Value Momentum Trend ETF (VMOT). 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.


AQLTVMOTDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.12

Omega ratioGain probability vs. loss probability

1.39

1.42

-0.03

Calmar ratioReturn relative to maximum drawdown

2.73

3.20

-0.48

Martin ratioReturn relative to average drawdown

12.25

13.42

-1.17

AQLT vs. VMOT - Sharpe Ratio Comparison

The current AQLT Sharpe Ratio is 2.18, which is comparable to the VMOT Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of AQLT and VMOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AQLTVMOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

2.28

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

0.35

+0.74

Drawdowns

AQLT vs. VMOT - Drawdown Comparison

The maximum AQLT drawdown since its inception was -16.84%, smaller than the maximum VMOT drawdown of -34.71%. Use the drawdown chart below to compare losses from any high point for AQLT and VMOT.


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Drawdown Indicators


AQLTVMOTDifference

Max Drawdown

Largest peak-to-trough decline

-16.84%

-34.71%

+17.87%

Max Drawdown (1Y)

Largest decline over 1 year

-10.68%

-10.85%

+0.17%

Max Drawdown (3Y)

Largest decline over 3 years

-20.23%

Max Drawdown (5Y)

Largest decline over 5 years

-23.73%

Current Drawdown

Current decline from peak

-0.37%

-0.55%

+0.18%

Average Drawdown

Average peak-to-trough decline

-2.32%

-13.32%

+11.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

2.58%

-0.21%

Volatility

AQLT vs. VMOT - Volatility Comparison

The current volatility for iShares MSCI Global Quality Factor ETF (AQLT) is 3.54%, while Alpha Architect Value Momentum Trend ETF (VMOT) has a volatility of 5.00%. This indicates that AQLT experiences smaller price fluctuations and is considered to be less risky than VMOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AQLTVMOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

5.00%

-1.46%

Volatility (6M)

Calculated over the trailing 6-month period

10.82%

12.87%

-2.05%

Volatility (1Y)

Calculated over the trailing 1-year period

13.39%

15.26%

-1.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.99%

15.68%

+1.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.99%

14.90%

+2.09%

AQLT vs. VMOT - Expense Ratio Comparison

AQLT has a 0.20% expense ratio, which is lower than VMOT's 1.75% expense ratio.


Dividends

AQLT vs. VMOT - Dividend Comparison

AQLT's dividend yield for the trailing twelve months is around 0.93%, less than VMOT's 1.75% yield.


PositionTTM202520242023202220212020201920182017
AQLT
iShares MSCI Global Quality Factor ETF
0.93%1.05%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VMOT
Alpha Architect Value Momentum Trend ETF
1.75%2.05%2.54%4.13%2.24%0.82%0.00%1.76%0.93%0.81%

Frequently Asked Questions


AQLT and VMOT have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VMOT has higher volatility (5.00%) compared to AQLT (3.54%). In terms of maximum drawdown, AQLT dropped -16.84% vs VMOT's -34.71%.

On 1-year performance, VMOT leads with 34.59% vs 29.00% for AQLT. On fees, AQLT is cheaper at 0.20% per year. On volatility, AQLT has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VMOT has performed better with a 34.59% return vs 29.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AQLT is cheaper with a 0.20% expense ratio, compared with 1.75% for VMOT.

VMOT has the higher dividend yield at 1.75%, compared with 0.93% for AQLT.

AQLT is categorized as Global Equities, while VMOT is Momentum. AQLT tracks MSCI ACWI Quality Index (Net), while VMOT tracks Alpha Architect Value Momentum Trend Index. They also come from different issuers: iShares and Alpha Architect. Their fees differ too: 0.20% for AQLT and 1.75% for VMOT.

VMOT currently has the higher Sharpe Ratio (2.28 vs 2.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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