Screener
AVMA vs AGOX
Avantis Moderate Allocation ETF vs Adaptive Alpha Opportunities ETF
Key differences
AVMA is a mixed asset ETF, while AGOX is an alternative ETF. AVMA charges 0.21% a year and AGOX 1.33%.
- AVMA is a mixed asset fund, while AGOX is an alternative fund. They carry different risk/return profiles.
- AVMA costs 1.12% less per year.
- AGOX is much larger than AVMA. 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
| AVMA | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.21% | 1.33% |
| Fund size (AUM) | $69M | $387M |
| Since | 2023 | 2012 |
| Dividend yield | 2.34% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.9% | +23.8% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +8.1% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 9.20% | 18.45% |
| Max drawdown | -11.81% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.