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DWUS vs AGOX

AdvisorShares Dorsey Wright FSM US Core ETF vs Adaptive Alpha Opportunities ETF

DWUS

AdvisorShares Dorsey Wright FSM US Core ETF

AdvisorShares

Annual cost

1.08%

Fund size

$121M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • DWUS costs 0.25% less per year.
  • AGOX is significantly larger than DWUS — larger funds tend to be more liquid and less likely to close.
  • DWUS is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
  • Over the last 3 years, DWUS has delivered higher annualized returns.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DWUSAGOX
Annual cost (TER)1.08%1.33%
Fund size (AUM)$121M$364M
Since20192012
Dividend yield0.04%0.00%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+24.3%+27.3%
CAGR 3Y+21.5%+18.4%
CAGR 5Y+12.2%+8.9%
Sharpe 3Y0.980.77
Volatility 1Y15.47%18.35%
Max drawdown-30.47%-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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