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AAAA vs AGOX

Amplius Aggressive Asset Allocation ETF vs Adaptive Alpha Opportunities ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Amplius

Annual cost

0.49%

Fund size

$267M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • AAAA costs 0.84% less per year.
  • AAAA follows a tactical allocation strategy; AGOX uses active selection.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAAAAGOX
Annual cost (TER)0.49%1.33%
Fund size (AUM)$267M$364M
Since20252012
Dividend yield0.00%
Asset classalternativealternative
Regionnorth america
Strategytactical allocationactive selection
CAGR 1YN/A+25.0%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.78
Volatility 1Y18.38%
Max drawdown-7.83%-27.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AAAA and AGOX