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ELFY vs AGOX

ALPS Electrification Infrastructure ETF vs Adaptive Alpha Opportunities ETF

ELFY

ALPS Electrification Infrastructure ETF

Annual cost

0.50%

Fund size

$203M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

Both ELFY and AGOX are alternative ETFs. ELFY charges 0.50% a year and AGOX 1.33%. The main difference: ELFY follows a option income strategy; AGOX uses active selection.

  • ELFY follows a option income strategy; AGOX uses active selection.
  • ELFY costs 0.83% less per year.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ELFYAGOX
Annual cost (TER)0.50%1.33%
Fund size (AUM)$203M$387M
Since20252012
Dividend yield0.84%0.00%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+42.8%+26.3%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.78
Volatility 1Y19.37%18.39%
Max drawdown-8.37%-27.72%

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

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