Screener
BDYN vs AGOX
iShares Dynamic Equity Active ETF vs Adaptive Alpha Opportunities ETF
Key differences
- BDYN costs 0.93% less per year.
- BDYN is significantly larger than AGOX — larger funds tend to be more liquid and less likely to close.
- BDYN is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDYN | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.40% | 1.33% |
| Fund size (AUM) | $2.7B | $364M |
| Since | 2017 | 2012 |
| Dividend yield | 0.96% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +25.0% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | — | 18.38% |
| Max drawdown | -10.85% | -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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