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TOAOvsAOTGETF Comparison

ETF 1
TOAO

Twin Oak Active Opportunities III ETF

This fund is part of
Multi-Asset: Other
+0.27%
VS
ETF 2
AOTG

AOT Growth and Innovation ETF

This fund is part of
US Multi-Factor
+0.58%

Twin Oak Active Opportunities III ETF (TOAO) belongs to the Multi-Asset: Other segment. AOT Growth and Innovation ETF (AOTG) is part of the US Multi-Factor segment. TOAO's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, AOTG's top sector exposures are Information Technology, Financials and Communication Services. TOAO is more expensive with a Total Expense Ratio (TER) of 0.95%, versus 0.75% for AOTG. Run a side-by-side ETF comparison of TOAO and AOTG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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TOAO vs AOTG performance and flow charts

Performance

0510%May 12May 19May 26Jun 2Jun 9

Cumulative Flows

0 M0.5 M1 M1.5 M2 MMay 12May 19May 26Jun 2Jun 9

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
TOAO
AOTG
+0.69%+3.07%
n/a+25.20%
n/a+10.42%
n/a+31.25%
n/a+97.09%
n/an/a
Flows
TOAO
AOTG
-+$2M
--$768K
-+$915K
-+$23M
-+$37M
--
Volatility and drawdown
3M1Y3Y5Y
Volatility
TOAO
AOTG
n/a+30.93%
n/a+25.19%
n/a+25.86%
n/an/a
Max drawdown
TOAO
AOTG
n/a-11.21%
n/a-22.85%
n/a-27.41%
n/an/a
Max drawdown duration
TOAO
AOTG
n/a11d
n/a183d
n/a197d
n/an/a
Trading data

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TOAO
AOTG
Last sale
6/12/2026 at 1:30 PM
$25.59
$61.80
Previous close
06/11/2026
$25.45
$61.25
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
TOAO
AOTG
Last price
$25.59
$61.80
1D performance
+0.55%
+0.89%
AuM$415.27 M$99.44 M
E/R0.95%0.75%
Characteristics
TOAO
AOTG
Management strategyActiveActive
ProviderTwin Oak ETF CompanyAOT Invest
Benchmark--
N° of holdings2436
Asset class--
Trailing 12m distribution yield
Join
Join
Inception dateApril 24, 2026June 29, 2022
ESGNoNo
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Exposure

Countries

TOAO
USA
81.53%
Other
18.47%
AOTG
USA
92.63%
Other
7.37%

Sectors

TOAO
Information Techn.
36.8%
Financials
16.25%
Consumer Discreti.
11.63%
Industrials
10.83%
Communication Ser.
9.54%
Other
14.95%
AOTG
Information Techn.
58.43%
Financials
11.98%
Communication Ser.
10.48%
Other
19.11%
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Diversification

TOAO

Total weight of top 15 holdings out of 15

75.23%
AOTG

Total weight of top 15 holdings out of 15

80.03%

Top 15 holdings

Data as of April 30, 2026
TOAO
AMAZON.COM INC
7.76%
BROADCOM LIMITED
6.88%
NVIDIA
6.44%
USN070592100
5.55%
ALPHABET INC-CL
5.20%
MICROSOFT-T
4.91%
SCOTTISH MORTGAGE INVESTMENT TRUST PLC
4.80%
CROWDSTRIKE HOLDINGS INC
4.59%
SAFRAN
4.45%
META PLATFORMS
4.34%
AIRBUS SE
4.28%
SHOPIFY SUBORDINATE VOTING
4.23%
US8740391003
4.12%
MERCADOLIBRE
3.87%
US36828A1016
3.81%
AOTG
NVIDIA
12.31%
ADVANCED MICRO DEVICES
11.44%
US8740391003
7.53%
MICRON TECHNOLOGY
5.91%
TOAST
5.87%
AMAZON.COM INC
4.87%
APPLOVIN
4.58%
ALPHABET INC-CL
4.34%
MICROSOFT-T
4.32%
ROBINHOOD MARKETS
3.87%
NU HOLDINGS
3.73%
ALPHABET INC-CL
3.19%
SHOPIFY SUBORDINATE VOTING
3.17%
SALESFORCE INC
2.99%
VIRTU FINANCIL/D
1.91%
Frequently asked questions about TOAO and AOTG

Which ETF is bigger: TOAO or AOTG?

As of June 12, 2026, TOAO holds $415.27 M in assets under management (AUM), while AOTG manages $99.44 M.

What sectors do the TOAO and AOTG ETFs invest in?

TOAO leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, AOTG focuses on Information Technology, Financials and Communication Services.

What are the top holdings of the TOAO ETF and AOTG ETF?

TOAO top holdings include AMAZON.COM INC, BROADCOM LIMITED and NVIDIA. AOTG holds in its top three: NVIDIA, ADVANCED MICRO DEVICES and US8740391003.

Which ETF is more diversified: TOAO or AOTG?

TOAO holds 27 securities with 75.23% of its assets in the top 15. AOTG has 42 securities and a top 15 weight of 80.03%.

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