Screener
BTR vs AGOX
Beacon Tactical Risk ETF vs Adaptive Alpha Opportunities ETF
Key differences
- BTR costs 0.25% less per year.
- AGOX is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
- BTR is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
- Over the last 3 years, AGOX has delivered higher annualized returns.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BTR | AGOX | |
|---|---|---|
| Annual cost (TER) | 1.08% | 1.33% |
| Fund size (AUM) | $37M | $364M |
| Since | 2023 | 2012 |
| Dividend yield | 1.19% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.4% | +25.0% |
| CAGR 3Y | +4.2% | +18.6% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | 0.11 | 0.78 |
| Volatility 1Y | 9.77% | 18.38% |
| Max drawdown | -16.67% | -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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