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ACES vs AGOX

ALPS Clean Energy ETF vs Adaptive Alpha Opportunities ETF

ACES

ALPS Clean Energy ETF

Annual cost

0.55%

Fund size

$145M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

ACES is an equity ETF, while AGOX is an alternative ETF. ACES charges 0.55% a year and AGOX 1.33%.

  • ACES is an equity fund, while AGOX is an alternative fund. They carry different risk/return profiles.
  • ACES follows a index tracking strategy; AGOX uses active selection.
  • ACES costs 0.78% less per year.
  • Over the last three years, AGOX has delivered higher annualized returns.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ACESAGOX
Annual cost (TER)0.55%1.33%
Fund size (AUM)$145M$387M
Since20182012
Dividend yield0.54%0.00%
Asset classequityalternative
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+55.9%+25.5%
CAGR 3Y-3.3%+18.8%
CAGR 5Y-10.4%+8.3%
Sharpe 3Y-0.030.79
Volatility 1Y33.45%18.39%
Max drawdown-79.05%-27.72%

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

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