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AGOX vs XFLX

Adaptive Alpha Opportunities ETF vs FundX Flexible ETF

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • XFLX costs 0.36% less per year.
  • AGOX is significantly larger than XFLX — larger funds tend to be more liquid and less likely to close.
  • AGOX is classified as alternative, while XFLX is fixed income — different risk/return profiles.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGOXXFLX
Annual cost (TER)1.33%0.97%
Fund size (AUM)$364M$49M
Since20122002
Dividend yield0.00%9.73%
Asset classalternativefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+25.0%+5.1%
CAGR 3Y+18.6%N/A
CAGR 5Y+8.6%N/A
Sharpe 3Y0.78N/A
Volatility 1Y18.38%3.52%
Max drawdown-27.72%-6.54%

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

Similar to AGOX and XFLX