Screener
AGOX vs BOXX
Adaptive Alpha Opportunities ETF vs Alpha Architect 1-3 Month Box ETF
Key differences
Both AGOX and BOXX are alternative ETFs. AGOX charges 1.33% a year and BOXX 0.19%. The main difference: AGOX follows a active selection strategy; BOXX uses option income.
- AGOX follows a active selection strategy; BOXX uses option income.
- BOXX costs 1.14% less per year.
- BOXX is much larger than AGOX. Larger funds are usually more liquid and less likely to close.
- 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
| AGOX | BOXX | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.19% |
| Fund size (AUM) | $387M | $12.1B |
| Since | 2012 | 2022 |
| Dividend yield | 0.00% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +27.6% | +4.1% |
| CAGR 3Y | +18.6% | +4.8% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.78 | 2.95 |
| Volatility 1Y | 18.54% | 0.32% |
| Max drawdown | -27.72% | -0.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.