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AGOX vs CCOR

Adaptive Alpha Opportunities ETF vs Core Alternative ETF

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

Both AGOX and CCOR are alternative ETFs. AGOX charges 1.33% a year and CCOR 1.29%. The main difference: AGOX follows a active selection strategy; CCOR uses option income.

  • AGOX follows a active selection strategy; CCOR uses option income.
  • AGOX is much larger than CCOR. 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

AGOXCCOR
Annual cost (TER)1.33%1.29%
Fund size (AUM)$387M$27M
Since20122017
Dividend yield0.00%1.10%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+23.8%-3.9%
CAGR 3Y+17.5%-1.4%
CAGR 5Y+8.1%-2.1%
Sharpe 3Y0.73-0.46
Volatility 1Y18.45%7.21%
Max drawdown-27.72%-22.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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