Screener
AGOX vs BSR
Adaptive Alpha Opportunities ETF vs Pacific Select Fund
Key differences
- BSR costs 0.24% less per year.
- AGOX is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
- AGOX is classified as alternative, while BSR is mixed asset — different risk/return profiles.
- Over the last 3 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 | BSR | |
|---|---|---|
| Annual cost (TER) | 1.33% | 1.09% |
| Fund size (AUM) | $364M | $39M |
| Since | 2012 | 2023 |
| Dividend yield | 0.00% | 1.02% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +12.5% |
| CAGR 3Y | +18.6% | +8.0% |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 0.78 | 0.33 |
| Volatility 1Y | 18.38% | 8.71% |
| Max drawdown | -27.72% | -15.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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