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AGOX vs ACES

Adaptive Alpha Opportunities ETF vs ALPS Clean Energy ETF

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

ACES

ALPS Clean Energy ETF

Annual cost

0.55%

Fund size

$145M

Key differences

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

  • AGOX is an alternative fund, while ACES is an equity fund. They carry different risk/return profiles.
  • AGOX follows a active selection strategy; ACES uses index tracking.
  • 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

AGOXACES
Annual cost (TER)1.33%0.55%
Fund size (AUM)$387M$145M
Since20122018
Dividend yield0.00%0.54%
Asset classalternativeequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.5%+55.9%
CAGR 3Y+18.8%-3.3%
CAGR 5Y+8.3%-10.4%
Sharpe 3Y0.79-0.03
Volatility 1Y18.39%33.45%
Max drawdown-27.72%-79.05%

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

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