CSTK vs. ROE

Last updated Jun 4, 2026

CSTK (Invesco Comstock Contrarian Equity ETF) and ROE (Astoria US Equal Weight Quality Kings ETF) are both Large Cap Value Equities funds. Both are actively managed. Over the past year, CSTK returned 26.71% vs 37.99% for ROE. A 0.76 correlation means they provide meaningful diversification when combined. CSTK charges 0.35%/yr vs 0.49%/yr for ROE.

Performance

CSTK vs. ROE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Comstock Contrarian Equity ETF (CSTK) and Astoria US Equal Weight Quality Kings ETF (ROE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CSTK achieves a 11.29% return, which is significantly lower than ROE's 20.98% return.

CSTK

• 1D: 0.07%
• 1M: 3.59%
• YTD: 11.29%
• 6M: 13.04%
• 1Y: 26.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROE

• 1D: -0.04%
• 1M: 8.10%
• YTD: 20.98%
• 6M: 21.56%
• 1Y: 37.99%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CSTK vs. ROE - Yearly Performance Comparison

	2026 (YTD)	2025
CSTK Invesco Comstock Contrarian Equity ETF	11.29%	18.33%
ROE Astoria US Equal Weight Quality Kings ETF	20.98%	19.46%

Correlation

The correlation between CSTK and ROE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.76
Correlation (All Time) Calculated using the full available price history since May 8, 2025	0.76

The correlation between CSTK and ROE has been stable across timeframes, ranging from 0.76 to 0.76 - a consistent structural relationship.

Return for Risk

CSTK vs. ROE — Risk / Return Rank

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

CSTK

CSTK Risk / Return Rank: 70
CSTK Sharpe Ratio Rank: 74
CSTK Sortino Ratio Rank: 77
CSTK Omega Ratio Rank: 71
CSTK Calmar Ratio Rank: 62
CSTK Martin Ratio Rank: 66

ROE

ROE Risk / Return Rank: 83
ROE Sharpe Ratio Rank: 84
ROE Sortino Ratio Rank: 82
ROE Omega Ratio Rank: 80
ROE Calmar Ratio Rank: 83
ROE Martin Ratio Rank: 89

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.

CSTK vs. ROE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Contrarian Equity ETF (CSTK) and Astoria US Equal Weight Quality Kings ETF (ROE). 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.

	CSTK	ROE	Difference
Sharpe ratio: Return per unit of total volatility	2.38	2.74	-0.36
Sortino ratio: Return per unit of downside risk	3.42	3.69	-0.27
Omega ratio: Gain probability vs. loss probability	1.42	1.48	-0.06
Calmar ratio: Return relative to maximum drawdown	3.02	4.41	-1.39
Martin ratio: Return relative to average drawdown	11.85	19.92	-8.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CSTK vs. ROE - Sharpe Ratio Comparison

The current CSTK Sharpe Ratio is 2.38, which is comparable to the ROE Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of CSTK and ROE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CSTK	ROE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.38	2.74	-0.36
Sharpe Ratio (All Time) Calculated using the full available price history	2.54	1.39	+1.15

Drawdowns

CSTK vs. ROE - Drawdown Comparison

The maximum CSTK drawdown since its inception was -8.87%, smaller than the maximum ROE drawdown of -19.10%. Use the drawdown chart below to compare losses from any high point for CSTK and ROE.

Drawdown Indicators

	CSTK	ROE	Difference
Max Drawdown Largest peak-to-trough decline	-8.87%	-19.10%	+10.23%
Max Drawdown (1Y) Largest decline over 1 year	-8.87%	-8.66%	-0.21%
Current Drawdown Current decline from peak	-0.60%	-0.04%	-0.56%
Average Drawdown Average peak-to-trough decline	-1.28%	-2.59%	+1.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.26%	1.91%	+0.35%

Volatility

CSTK vs. ROE - Volatility Comparison

The current volatility for Invesco Comstock Contrarian Equity ETF (CSTK) is 2.68%, while Astoria US Equal Weight Quality Kings ETF (ROE) has a volatility of 3.79%. This indicates that CSTK experiences smaller price fluctuations and is considered to be less risky than ROE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSTK	ROE	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.68%	3.79%	-1.11%
Volatility (6M) Calculated over the trailing 6-month period	8.45%	10.66%	-2.21%
Volatility (1Y) Calculated over the trailing 1-year period	11.28%	13.94%	-2.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.60%	15.78%	-4.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.60%	15.78%	-4.18%

CSTK vs. ROE - Expense Ratio Comparison

CSTK has a 0.35% expense ratio, which is lower than ROE's 0.49% expense ratio.

Dividends

CSTK vs. ROE - Dividend Comparison

CSTK's dividend yield for the trailing twelve months is around 1.77%, more than ROE's 0.94% yield.

Position	TTM	2025	2024	2023
CSTK Invesco Comstock Contrarian Equity ETF	1.77%	1.44%	0.00%	0.00%
ROE Astoria US Equal Weight Quality Kings ETF	0.94%	0.97%	1.18%	0.68%

Frequently Asked Questions

Can I hold both CSTK and ROE in my portfolio?

CSTK and ROE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CSTK or ROE?

ROE has higher volatility (3.79%) compared to CSTK (2.68%). In terms of maximum drawdown, CSTK dropped -8.87% vs ROE's -19.10%.

Which ETF is better, CSTK or ROE?

On 1-year performance, ROE leads with 37.99% vs 26.71% for CSTK. On fees, CSTK is cheaper at 0.35% per year. On volatility, CSTK has been the lower-risk option at 2.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CSTK or ROE?

Over the 1-year period, ROE has performed better with a 37.99% return vs 26.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CSTK or ROE?

CSTK is cheaper with a 0.35% expense ratio, compared with 0.49% for ROE.

Which ETF pays a higher dividend yield, CSTK or ROE?

CSTK has the higher dividend yield at 1.77%, compared with 0.94% for ROE.

What is the main difference between CSTK and ROE?

They also come from different issuers: Invesco and Astoria. Their fees differ too: 0.35% for CSTK and 0.49% for ROE.

Which has better risk-adjusted returns?

ROE currently has the higher Sharpe Ratio (2.74 vs 2.38), 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.