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ATFV vs. IOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ATFV vs. IOO

Last updated Apr 1, 2026

Compare and contrast key facts about Alger 35 ETF (ATFV) and iShares Global 100 ETF (IOO).

ATFV and IOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ATFV is a passively managed fund by Alger Group Holdings LLC that tracks the performance of the S&P 500. It was launched on May 4, 2021. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both ATFV and IOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

ATFV vs. IOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alger 35 ETF (ATFV) and iShares Global 100 ETF (IOO). The values are adjusted to include any dividend payments, if applicable.

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ATFV vs. IOO - Yearly Performance Comparison

2026 (YTD)20252024202320222021
ATFV
Alger 35 ETF		-10.04%38.20%46.14%32.75%-35.97%4.19%
IOO
iShares Global 100 ETF		-4.50%27.02%26.54%27.71%-16.34%15.39%

Returns By Period

In the year-to-date period, ATFV achieves a -10.04% return, which is significantly lower than IOO's -4.50% return.

ATFV

1D
4.80%
1M
-5.88%
YTD
-10.04%
6M
-11.50%
1Y
43.26%
3Y*
29.84%
5Y*
—
10Y*
—

IOO

1D
3.46%
1M
-5.18%
YTD
-4.50%
6M
1.16%
1Y
26.95%
3Y*
21.47%
5Y*
14.29%
10Y*
15.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Alger 35 ETF

iShares Global 100 ETF

Often compared with ATFV:
ATFV vs. CNEQATFV vs. MEIAXATFV vs. FFOGATFV vs. QPXATFV vs. SPMOATFV vs. SCHGATFV vs. VOO
Often compared with IOO:
IOO vs. IVVIOO vs. SPYIOO vs. NDQ.AXIOO vs. OEFIOO vs. NDAQIOO vs. VGTIOO vs. MOAT

ATFV vs. IOO - Expense Ratio Comparison

ATFV has a 0.55% expense ratio, which is higher than IOO's 0.40% expense ratio.

ATFV
Alger 35 ETF
IOO
iShares Global 100 ETF

Return for Risk

ATFV vs. IOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ATFV
ATFV Risk / Return Rank: 8181
Overall Rank
ATFV Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
ATFV Sortino Ratio Rank: 8585
Sortino Ratio Rank
ATFV Omega Ratio Rank: 7979
Omega Ratio Rank
ATFV Calmar Ratio Rank: 8383
Calmar Ratio Rank
ATFV Martin Ratio Rank: 7878
Martin Ratio Rank
IOO
IOO Risk / Return Rank: 8383
Overall Rank
IOO Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IOO Sortino Ratio Rank: 8383
Sortino Ratio Rank
IOO Omega Ratio Rank: 8282
Omega Ratio Rank
IOO Calmar Ratio Rank: 8282
Calmar Ratio Rank
IOO Martin Ratio Rank: 8888
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.

ATFV vs. IOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alger 35 ETF (ATFV) and iShares Global 100 ETF (IOO). 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.

ATFVIOODifference

Sharpe ratio

Return per unit of total volatility

1.57

1.41

+0.16

Sortino ratio

Return per unit of downside risk

2.21

2.09

+0.12

Omega ratio

Gain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratio

Return relative to maximum drawdown

2.31

2.18

+0.13

Martin ratio

Return relative to average drawdown

8.03

10.38

-2.35

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ATFV vs. IOO - Sharpe Ratio Comparison

The current ATFV Sharpe Ratio is 1.57, which is comparable to the IOO Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of ATFV and IOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ATFVIOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.57

1.41

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.85

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.85

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.36

+0.02

Correlation

The correlation between ATFV and IOO is 0.80, 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

ATFV vs. IOO - Dividend Comparison

ATFV's dividend yield for the trailing twelve months is around 0.23%, less than IOO's 0.96% yield.

TTM20252024202320222021202020192018201720162015
ATFV
Alger 35 ETF		0.23%0.20%0.16%0.01%0.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IOO
iShares Global 100 ETF		0.96%0.92%1.08%1.49%2.00%1.53%1.49%2.02%2.54%2.23%2.75%2.89%

Drawdowns

ATFV vs. IOO - Drawdown Comparison

The maximum ATFV drawdown since its inception was -45.34%, smaller than the maximum IOO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for ATFV and IOO.

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Drawdown Indicators

ATFVIOODifference

Max Drawdown

Largest peak-to-trough decline

-45.34%

-55.85%

+10.51%

Max Drawdown (1Y)

Largest decline over 1 year

-18.29%

-12.40%

-5.89%

Max Drawdown (5Y)

Largest decline over 5 years

—

-23.52%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-31.43%

—

Current Drawdown

Current decline from peak

-14.36%

-6.82%

-7.54%

Average Drawdown

Average peak-to-trough decline

-18.36%

-11.34%

-7.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.27%

2.61%

+2.66%

Volatility

ATFV vs. IOO - Volatility Comparison

Alger 35 ETF (ATFV) has a higher volatility of 9.38% compared to iShares Global 100 ETF (IOO) at 6.26%. This indicates that ATFV's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ATFVIOODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.38%

6.26%

+3.12%

Volatility (6M)

Calculated over the trailing 6-month period

17.50%

10.69%

+6.81%

Volatility (1Y)

Calculated over the trailing 1-year period

27.67%

19.22%

+8.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.63%

16.97%

+9.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.63%

17.74%

+8.89%