CPTL vs. AFOS

Last updated Jul 23, 2026

CPTL (Global X Morningstar Capital Allocation Leaders ETF) and AFOS (ARS Focused Opportunities Strategy ETF) are both Large Cap Blend Equities funds. CPTL charges 0.35%/yr vs 0.45%/yr for AFOS.

Performance

CPTL vs. AFOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Morningstar Capital Allocation Leaders ETF (CPTL) and ARS Focused Opportunities Strategy ETF (AFOS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CPTL

• 1D: -0.24%
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

AFOS

• 1D: -0.21%
• 1M: -5.17%
• 6M: 19.07%
• YTD: 29.72%
• 1Y: 70.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 71.23%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AFOS ARS Focused Opportunities Strategy ETF	$383.62K	$453.32K	$571.33K
CPTL Global X Morningstar Capital Allocation Leaders ETF	$950.92K	$950.92K	$950.92K

CPTL vs. AFOS - Yearly Performance Comparison

	2026 (YTD)
CPTL Global X Morningstar Capital Allocation Leaders ETF	-0.24%
AFOS ARS Focused Opportunities Strategy ETF	-0.21%

Return for Risk

CPTL vs. AFOS — Risk / Return Rank

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

CPTL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AFOS

AFOS Risk / Return Rank: 95
AFOS Sharpe Ratio Rank: 96
AFOS Sortino Ratio Rank: 94
AFOS Omega Ratio Rank: 93
AFOS Calmar Ratio Rank: 95
AFOS Martin Ratio Rank: 96

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.

CPTL vs. AFOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Morningstar Capital Allocation Leaders ETF (CPTL) and ARS Focused Opportunities Strategy ETF (AFOS). 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.

	CPTL	AFOS	Difference
Sharpe ratio: Return per unit of total volatility	—	3.16	—
Sortino ratio: Return per unit of downside risk	—	3.86	—
Omega ratio: Gain probability vs. loss probability	—	1.51	—
Calmar ratio: Return relative to maximum drawdown	—	6.13	—
Martin ratio: Return relative to average drawdown	—	25.07	—

Drawdowns

CPTL vs. AFOS - Drawdown Comparison

The maximum CPTL drawdown since its inception was -0.24%, smaller than the maximum AFOS drawdown of -11.52%. Use the drawdown chart below to compare losses from any high point for CPTL and AFOS.

Drawdown Indicators

	CPTL	AFOS	Difference
Max Drawdown Largest peak-to-trough decline	-0.24%	-11.52%	+11.28%
Max Drawdown (1Y) Largest decline over 1 year	—	-11.52%	—
Current Drawdown Current decline from peak	-0.24%	-5.17%	+4.93%
Average Drawdown Average peak-to-trough decline	-0.24%	-1.64%	+1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.81%	—

Volatility

Volatility by Period

	CPTL	AFOS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	18.59%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	22.35%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.76%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.76%	—

CPTL vs. AFOS - Expense Ratio Comparison

CPTL has a 0.35% expense ratio, which is lower than AFOS's 0.45% expense ratio.

Dividends

CPTL vs. AFOS - Dividend Comparison

CPTL has not paid dividends to shareholders, while AFOS's dividend yield for the trailing twelve months is around 0.23%.

Position	TTM	2025
AFOS ARS Focused Opportunities Strategy ETF	0.23%	0.30%
CPTL Global X Morningstar Capital Allocation Leaders ETF	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, CPTL or AFOS?

On fees, CPTL is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CPTL or AFOS?

CPTL is cheaper with a 0.35% expense ratio, compared with 0.45% for AFOS.

Which ETF pays a higher dividend yield, CPTL or AFOS?

AFOS has the higher dividend yield at 0.23%, compared with 0.00% for CPTL.

What is the main difference between CPTL and AFOS?

They also come from different issuers: Global X and ARS Investment Partners. Their fees differ too: 0.35% for CPTL and 0.45% for AFOS.