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DFAW vs AGOX
Dimensional World Equity ETF vs Adaptive Alpha Opportunities ETF
Key differences
- DFAW costs 1.09% less per year.
- DFAW is significantly larger than AGOX — larger funds tend to be more liquid and less likely to close.
- DFAW is classified as equity, while AGOX is alternative — different risk/return profiles.
- DFAW follows a index tracking strategy; AGOX uses active selection.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFAW | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.24% | 1.33% |
| Fund size (AUM) | $1.3B | $364M |
| Since | 2023 | 2012 |
| Dividend yield | 1.31% | 0.00% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.8% | +25.0% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 12.13% | 18.38% |
| Max drawdown | -16.94% | -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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