AOT Growth and Innovation Fund (AOTG)
NASDAQ (NMS) NASDAQ (NMS) Primary 
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: 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.
