Screener
AGOX vs IVAL
Adaptive Alpha Opportunities ETF vs Alpha Architect International Quantitative Value ETF
Key differences
- IVAL costs 0.95% less per year.
- AGOX is classified as alternative, while IVAL is equity — different risk/return profiles.
- AGOX follows a active selection strategy; IVAL uses index tracking.
Side-by-side comparison
| AGOX | IVAL | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.38% |
| Fund size (AUM) | $364M | $207M |
| Since | 2012 | 2014 |
| Dividend yield | 0.00% | 2.71% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.0% | +32.0% |
| CAGR 3Y | +18.6% | +19.2% |
| CAGR 5Y | +8.6% | +8.4% |
| Sharpe 3Y | 0.78 | 0.96 |
| Volatility 1Y | 18.38% | 15.35% |
| Max drawdown | -27.72% | -46.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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