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AAUA vs AGOX

Alpha Architect US Equity 3 ETF vs Adaptive Alpha Opportunities ETF

AAUA

Alpha Architect US Equity 3 ETF

Annual cost

0.15%

Fund size

$374M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

AAUA is an equity ETF, while AGOX is an alternative ETF. AAUA charges 0.15% a year and AGOX 1.33%.

  • AAUA is an equity fund, while AGOX is an alternative fund. They carry different risk/return profiles.
  • AAUA follows a index tracking strategy; AGOX uses active selection.
  • AAUA costs 1.18% less per year.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAUAAGOX
Annual cost (TER)0.15%1.33%
Fund size (AUM)$374M$387M
Since20262012
Dividend yield0.00%
Asset classequityalternative
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+25.5%
CAGR 3YN/A+18.8%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.79
Volatility 1Y18.39%
Max drawdown-5.92%-27.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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