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EMPB vs AGOX

Efficient Market Portfolio Plus ETF vs Adaptive Alpha Opportunities ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

Both EMPB and AGOX are alternative ETFs. EMPB charges 2.21% a year and AGOX 1.33%. The main difference: AGOX costs 0.88% less per year.

  • AGOX costs 0.88% less per year.
  • AGOX is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBAGOX
Annual cost (TER)2.21%1.33%
Fund size (AUM)$21M$387M
Since20242012
Dividend yield0.77%0.00%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.5%+27.6%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.78
Volatility 1Y11.31%18.54%
Max drawdown-7.55%-27.72%

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

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