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FRWD vs AGOX

Nomura Transformational Technologies ETF vs Adaptive Alpha Opportunities ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

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

  • FRWD is an equity fund, while AGOX is an alternative fund. They carry different risk/return profiles.
  • FRWD costs 0.68% less per year.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDAGOX
Annual cost (TER)0.65%1.33%
Fund size (AUM)$223M$387M
Since20262012
Dividend yield0.00%
Asset classequityalternative
Region
Strategyactive selectionactive selection
CAGR 1YN/A+25.5%
CAGR 3YN/A+18.8%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.79
Volatility 1Y18.39%
Max drawdown-18.49%-27.72%

Similar to FRWD and AGOX