Screener
AGOX vs BDYN
Adaptive Alpha Opportunities ETF vs iShares Dynamic Equity Active ETF
Key differences
AGOX is an alternative ETF, while BDYN is a mixed asset ETF. AGOX charges 1.33% a year and BDYN 0.40%.
- AGOX is an alternative fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
- BDYN costs 0.93% less per year.
- BDYN is much larger than AGOX. Larger funds are usually more liquid and less likely to close.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGOX | BDYN | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.40% |
| Fund size (AUM) | $387M | $2.9B |
| Since | 2012 | 2017 |
| Dividend yield | 0.00% | 0.91% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.6% | N/A |
| CAGR 3Y | +18.6% | N/A |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.78 | N/A |
| Volatility 1Y | 18.54% | — |
| Max drawdown | -27.72% | -10.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.