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GAL vs AGOX

State Street Global Allocation ETF vs Adaptive Alpha Opportunities ETF

GAL

State Street Global Allocation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$307M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • GAL costs 0.98% less per year.
  • GAL follows a tactical allocation strategy; AGOX uses active selection.
  • Over the last 3 years, AGOX has delivered higher annualized returns.

Side-by-side comparison

GALAGOX
Annual cost (TER)0.35%1.33%
Fund size (AUM)$307M$364M
Since20122012
Dividend yield3.18%0.00%
Asset classalternativealternative
Region
Strategytactical allocationactive selection
CAGR 1Y+20.4%+25.0%
CAGR 3Y+13.9%+18.6%
CAGR 5Y+7.2%+8.6%
Sharpe 3Y1.040.78
Volatility 1Y8.71%18.38%
Max drawdown-28.31%-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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