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AGOX vs XCOR

Adaptive Alpha Opportunities ETF vs Fundx ETF

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

Key differences

  • XCOR costs 0.18% less per year.
  • AGOX is classified as alternative, while XCOR is equity — different risk/return profiles.
  • Over the last 3 years, XCOR has delivered higher annualized returns.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGOXXCOR
Annual cost (TER)1.33%1.15%
Fund size (AUM)$364M$180M
Since20122001
Dividend yield0.00%0.41%
Asset classalternativeequity
Region
Strategyactive selectionactive selection
CAGR 1Y+25.0%+29.1%
CAGR 3Y+18.6%+22.9%
CAGR 5Y+8.6%N/A
Sharpe 3Y0.781.08
Volatility 1Y18.38%12.85%
Max drawdown-27.72%-22.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGOX and XCOR