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CWS vs AGOX

AdvisorShares Focused Equity ETF vs Adaptive Alpha Opportunities ETF

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

CWS is an equity ETF, while AGOX is an alternative ETF. CWS charges 0.65% a year and AGOX 1.33%.

  • CWS is an equity fund, while AGOX is an alternative fund. They carry different risk/return profiles.
  • CWS costs 0.68% less per year.
  • Over the last three years, AGOX has delivered higher annualized returns.

Side-by-side comparison

CWSAGOX
Annual cost (TER)0.65%1.33%
Fund size (AUM)$133M$387M
Since20162012
Dividend yield0.31%0.00%
Asset classequityalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y-0.3%+25.5%
CAGR 3Y+11.8%+18.8%
CAGR 5Y+8.2%+8.3%
Sharpe 3Y0.610.79
Volatility 1Y13.33%18.39%
Max drawdown-33.82%-27.72%

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

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