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AGOX vs RFFC

Adaptive Alpha Opportunities ETF vs ALPS Active Equity Opportunity ETF

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

Key differences

AGOX is an alternative ETF, while RFFC is an equity ETF. AGOX charges 1.33% a year and RFFC 0.48%.

  • AGOX is an alternative fund, while RFFC is an equity fund. They carry different risk/return profiles.
  • RFFC costs 0.85% less per year.
  • AGOX is much larger than RFFC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RFFC has delivered higher annualized returns.

Side-by-side comparison

AGOXRFFC
Annual cost (TER)1.33%0.48%
Fund size (AUM)$387M$30M
Since20122016
Dividend yield0.00%0.72%
Asset classalternativeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+25.5%+26.9%
CAGR 3Y+18.8%+21.7%
CAGR 5Y+8.3%+12.2%
Sharpe 3Y0.791.22
Volatility 1Y18.39%12.26%
Max drawdown-27.72%-36.26%

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

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