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AGOX vs KOOL
Adaptive Alpha Opportunities ETF vs North Shore Equity Rotation ETF
Key differences
AGOX is an alternative ETF, while KOOL is an equity ETF. AGOX charges 1.33% a year and KOOL 0.94%.
- AGOX is an alternative fund, while KOOL is an equity fund. They carry different risk/return profiles.
- KOOL costs 0.39% less per year.
- AGOX is much larger than KOOL. 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 | KOOL | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.94% |
| Fund size (AUM) | $387M | $65M |
| Since | 2012 | 2024 |
| Dividend yield | 0.00% | 0.35% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.5% | +27.2% |
| CAGR 3Y | +18.8% | N/A |
| CAGR 5Y | +8.3% | N/A |
| Sharpe 3Y | 0.79 | N/A |
| Volatility 1Y | 18.39% | 13.31% |
| Max drawdown | -27.72% | -20.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.