Screener
BGRO vs AGOX
iShares Large Cap Growth Active ETF vs Adaptive Alpha Opportunities ETF
Key differences
Both BGRO and AGOX are alternative ETFs. BGRO charges 0.55% a year and AGOX 1.33%. The main difference: BGRO costs 0.78% less per year.
- BGRO costs 0.78% less per year.
- AGOX is much larger than BGRO. 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
| BGRO | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.55% | 1.33% |
| Fund size (AUM) | $10M | $387M |
| Since | 2024 | 2012 |
| Dividend yield | 0.03% | 0.00% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.3% | +27.6% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 18.88% | 18.54% |
| Max drawdown | -24.94% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.