Skip to content
Beacon
Screener

AAVM vs AGOX

Alpha Architect Global Factor Equity ETF vs Adaptive Alpha Opportunities ETF

AAVM

Alpha Architect Global Factor Equity ETF

Alpha Architect

Annual cost

0.38%

Fund size

$24M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • AAVM costs 0.95% less per year.
  • AGOX is significantly larger than AAVM — larger funds tend to be more liquid and less likely to close.
  • AAVM is classified as equity, while AGOX is alternative — different risk/return profiles.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAVMAGOX
Annual cost (TER)0.38%1.33%
Fund size (AUM)$24M$364M
Since20172012
Dividend yield1.79%0.00%
Asset classequityalternative
Region
Strategyactive selectionactive selection
CAGR 1Y+34.4%+25.0%
CAGR 3Y+18.6%+18.6%
CAGR 5Y+7.5%+8.6%
Sharpe 3Y0.840.78
Volatility 1Y15.23%18.38%
Max drawdown-34.71%-27.72%

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

Similar to AAVM and AGOX