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AGOX vs AOA
Adaptive Alpha Opportunities ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 1.18% less per year.
- AOA is significantly larger than AGOX — larger funds tend to be more liquid and less likely to close.
- AGOX is classified as alternative, while AOA is mixed asset — different risk/return profiles.
- AGOX follows a active selection strategy; AOA uses index tracking.
- Over the last 3 years, AGOX has delivered higher annualized returns.
Side-by-side comparison
| AGOX | AOA | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.15% |
| Fund size (AUM) | $364M | $3.0B |
| Since | 2012 | 2008 |
| Dividend yield | 0.00% | 2.12% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.0% | +24.6% |
| CAGR 3Y | +18.6% | +17.5% |
| CAGR 5Y | +8.6% | +9.3% |
| Sharpe 3Y | 0.78 | 1.14 |
| Volatility 1Y | 18.38% | 10.68% |
| Max drawdown | -27.72% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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