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CSM vs AGOX

ProShares Large Cap Core Plus vs Adaptive Alpha Opportunities ETF

CSM

ProShares Large Cap Core Plus

Annual cost

0.45%

Fund size

$524M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

Both CSM and AGOX are alternative ETFs. CSM charges 0.45% a year and AGOX 1.33%. The main difference: CSM costs 0.88% less per year.

  • CSM costs 0.88% less per year.
  • Over the last three years, CSM has delivered higher annualized returns.

Side-by-side comparison

CSMAGOX
Annual cost (TER)0.45%1.33%
Fund size (AUM)$524M$387M
Since20092012
Dividend yield1.00%0.00%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+23.0%+23.8%
CAGR 3Y+20.7%+17.5%
CAGR 5Y+12.8%+8.1%
Sharpe 3Y1.070.73
Volatility 1Y12.19%18.45%
Max drawdown-36.11%-27.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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