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AGOX vs ASMF

Adaptive Alpha Opportunities ETF vs Virtus AlphaSimplex Managed Futures ETF

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

ASMF

Virtus AlphaSimplex Managed Futures ETF

Virtus

Annual cost

0.80%

Fund size

$31M

Key differences

  • ASMF costs 0.53% less per year.
  • AGOX is significantly larger than ASMF — larger funds tend to be more liquid and less likely to close.
  • AGOX follows a active selection strategy; ASMF uses managed futures.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGOXASMF
Annual cost (TER)1.33%0.80%
Fund size (AUM)$364M$31M
Since20122024
Dividend yield0.00%0.20%
Asset classalternativealternative
Regionglobal
Strategyactive selectionmanaged futures
CAGR 1Y+25.0%+17.3%
CAGR 3Y+18.6%N/A
CAGR 5Y+8.6%N/A
Sharpe 3Y0.78N/A
Volatility 1Y18.38%11.10%
Max drawdown-27.72%-15.30%

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

Similar to AGOX and ASMF