AAEQ vs EFAA
Comparison between ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF) and Invesco MSCI EAFE Income Advantage ETF (EFAA, ETF).
AAEQ vs EFAA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAEQ
$504M
Winner
EFAA
$505M
Expense Ratio
Winner
AAEQ
0.15%
EFAA
0.39%
Max Drawdown
Winner
AAEQ
10.35%
EFAA
14.15%
Sharpe Ratio
AAEQ
0.47
Winner
EFAA
1.13
5Y Beta
AAEQ
1.03
Winner
EFAA
0.57
P/E Ratio
AAEQ
27.84
EFAA
N/A
Forward P/E
AAEQ
22.23
EFAA
N/A
5Y EPS CAGR
AAEQ
26.46%
EFAA
N/A
Debt to Equity
AAEQ
27.78%
EFAA
N/A
P/S Ratio
AAEQ
4.16
EFAA
N/A
P/B Ratio
AAEQ
5.90
EFAA
N/A
AAEQ vs EFAA - Holdings Comparison
AAEQ and EFAA have 1 common holdings. Overlap is 0.00%
AAEQ's top 25 holdings weight is 58.28%. EFAA's top 25 holdings weight is 35.24%.
| Rank | AAEQ | EFAA |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.69% | INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 16.06% |
| #2 | NVIDIA CORP (NVDA) - 8.02% | ASML HOLDING NV (n/a) - 2.25% |
| #3 | MICROSOFT CORP (MSFT) - 6.08% | HSBC HOLDINGS PLC (n/a) - 1.14% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.96% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.05% |
| #5 | AMAZON.COM INC (AMZN) - 3.92% | ASTRAZENECA PLC (AZN:XLON) - 1.03% |
| #6 | BROADCOM INC (AVGO) - 3.35% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.02% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.16% | NESTLE SA (n/a) - 0.93% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.02% | SHELL PLC (n/a) - 0.86% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.92% | SIEMENS AG (n/a) - 0.86% |
| #10 | TESLA INC (TSLA) - 1.85% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.78% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63% | BHP GROUP LTD (n/a) - 0.78% |
| #12 | ELI LILLY AND CO (LLY) - 1.59% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.70% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.52% | SOFTBANK GROUP CORP (n/a) - 0.66% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.30% | SAP SE (n/a) - 0.65% |
| #15 | EXXON MOBIL CORP (XOM) - 1.16% | BANCO SANTANDER SA (n/a) - 0.65% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.01% | TOTALENERGIES SE (TTE) - 0.64% |
| #17 | VISA INC CLASS A (V) - 0.99% | TOYOTA MOTOR CORP (n/a) - 0.64% |
| #18 | WALMART INC (WMT) - 0.92% | SCHNEIDER ELECTRIC SE (n/a) - 0.62% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.84% | ALLIANZ SE (n/a) - 0.61% |
| #20 | INTEL CORP (INTC) - 0.81% | ABB LTD (n/a) - 0.61% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.79% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.59% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.73% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.54% |
| #23 | ABBVIE INC (ABBV) - 0.70% | IBERDROLA SA (n/a) - 0.53% |
| #24 | NETFLIX INC (NFLX) - 0.66% | HITACHI LTD (n/a) - 0.52% |
| #25 | CHEVRON CORP (CVX) - 0.66% | TOKYO ELECTRON LTD (n/a) - 0.52% |
| Total Holdings | 333 | 721 |
AAEQ vs EFAA - Historical Returns
Returns include dividend reinvestment.
1M
AAEQ
+0.09%
Winner
EFAA
+2.00%
3M
Winner
AAEQ
+10.69%
EFAA
+7.21%
6M
AAEQ
+6.52%
Winner
EFAA
+8.09%
1Y
AAEQ
N/A
EFAA
+18.02%
Max(CAGR)
AAEQ
+9.67%
Winner
EFAA
+14.74%
AAEQ vs EFAA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | AAEQ | EFAA |
|---|---|---|
| 2026 | +6.97% | +6.10% |
| 2025 | -1.99% | +25.92% |
| 2024 | N/A | -3.31% |
AAEQ vs EFAA Drawdown Comparison
The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.
The maximum drawdown for EFAA was -11.98%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current AAEQ drawdown is -2.60%. The current EFAA drawdown is -0.16%.
| Rank | AAEQ | EFAA |
|---|---|---|
| #1 | -10.26% Dec 11, 2025 - Apr 17, 2026 | -11.98% Mar 19, 2025 - Apr 29, 2025 |
| #2 | -4.34% Jun 2, 2026 - Jun 10, 2026 | -10.14% Feb 25, 2026 - Mar 20, 2026 |
| #3 | -1.80% May 14, 2026 - May 26, 2026 | -7.01% Sep 26, 2024 - Mar 5, 2025 |
| #4 | -0.92% Apr 17, 2026 - Apr 22, 2026 | -5.53% Jul 17, 2024 - Aug 19, 2024 |
| #5 | -0.56% Apr 27, 2026 - Apr 30, 2026 | -4.46% Nov 12, 2025 - Dec 10, 2025 |
| #6 | -0.55% May 1, 2026 - May 5, 2026 | -3.56% Jul 23, 2025 - Aug 13, 2025 |
| #7 | -0.40% Apr 22, 2026 - Apr 24, 2026 | -2.83% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -0.37% May 6, 2026 - May 8, 2026 | -2.23% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -0.04% May 11, 2026 - May 13, 2026 | -1.96% Jul 2, 2025 - Jul 23, 2025 |
| #10 | N/A | -1.95% Jun 12, 2025 - Jun 26, 2025 |
| #11 | N/A | -1.92% Aug 22, 2025 - Sep 11, 2025 |
| #12 | N/A | -1.78% Mar 5, 2025 - Mar 17, 2025 |
| #13 | N/A | -1.68% Oct 28, 2025 - Nov 10, 2025 |
| #14 | N/A | -1.40% Sep 15, 2025 - Oct 1, 2025 |
| #15 | N/A | -1.08% Jan 12, 2026 - Jan 23, 2026 |
Correlation
Correlation between AAEQ and EFAA is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2024 - 2026)
AAEQ vs EFAA dividend yield comparison.
| Year | AAEQ | EFAA |
|---|---|---|
| 2026 | 0.00% | 3.43% |
| 2025 | 0.10% | 7.94% |
| 2024 | 0.00% | 3.29% |
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