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AOT Growth and Innovation ETF

AOTG

Market cap $110M

67.06 USD

-0.93

1.37%

At close Updated Oct 12, 4:00 PM EDT

1 day

-1.37%

5 days

-4.13%

1 month

3.52%

3 months

5.79%

6 months

31.52%

Year to date

20.37%

1 year

20.52%

5 years

171.39%

10 years

171.39%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 100%

Neutral 0%

Negative 0%

Zacks Investment Research

How to Play AI Theme With ETFs Amid Overvaluation Concerns?

CNBC's Cramer favors established AI winners despite valuation concerns. Here are ETFs offering diversified exposure to his top stock picks.

How to Play AI Theme With ETFs Amid Overvaluation Concerns?

AOTG: Growth Portfolio With Exceptional GARP, Quality Characteristics, Worth Shortlisting

AOT Growth and Innovation ETF focuses on companies with "high growth potential based on a low marginal cost business model." AOTG's portfolio is highly concentrated, with 35.7% in AMD, NVDA, and MU, and features strong GARP and quality characteristics but quite high beta. AOTG's 75 bps expense ratio, suboptimal liquidity, and higher drawdown risk undermine its appeal relative to QQQM.

AOTG: Growth Portfolio With Exceptional GARP, Quality Characteristics, Worth Shortlisting

AOTG: Don't Judge Its Cover; Global Exposure And Strategy Are Intriguing

The AOT Growth and Innovation ETF offers investors access to businesses with low marginal costs. Initially, I believed the fund to be too similar to QQQ and not worth investigating. However, after looking deeper, I found that there are some things about the fund I admire, such as its global exposure and potential alpha through its fundamental strategy.

AOTG: Don't Judge Its Cover; Global Exposure And Strategy Are Intriguing

AOTG: Extremely Aggressive High-Priced Growth ETF With A Novel Strategy

AOTG delivered a 104.35% cumulative total return in 2023-2024, ranking #3 in the large-cap growth category despite its high 0.75% expense ratio. Returns since its inception in June 2022 weren't as strong, though, as AOTG's selection process sets itself up to be a top- or bottom-quartile-performer in any given year. Still, its approach to investing, which involves selecting companies with 20% long-term growth rates and ones with low marginal cost, is unique to the space, and worth a closer look.

AOTG: Extremely Aggressive High-Priced Growth ETF With A Novel Strategy

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