Screener
AOA vs AGOX
iShares Core 80/20 Aggressive Allocation ETF vs Adaptive Alpha Opportunities ETF
Key differences
- AOA costs 1.18% less per year.
- AOA is significantly larger than AGOX — larger funds tend to be more liquid and less likely to close.
- AOA is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
- AOA follows a index tracking strategy; AGOX uses active selection.
- Over the last 3 years, AGOX has delivered higher annualized returns.
Side-by-side comparison
| AOA | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.33% |
| Fund size (AUM) | $3.0B | $364M |
| Since | 2008 | 2012 |
| Dividend yield | 2.12% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +25.0% |
| CAGR 3Y | +17.5% | +18.6% |
| CAGR 5Y | +9.3% | +8.6% |
| Sharpe 3Y | 1.14 | 0.78 |
| Volatility 1Y | 10.68% | 18.38% |
| Max drawdown | -28.38% | -27.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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