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GDMA vs AGOX

Gadsden Dynamic Multi-Asset ETF vs Adaptive Alpha Opportunities ETF

GDMA

Gadsden Dynamic Multi-Asset ETF

Annual cost

0.75%

Fund size

$204M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

Both GDMA and AGOX are alternative ETFs. GDMA charges 0.75% a year and AGOX 1.33%. The main difference: GDMA follows a multi strategy strategy; AGOX uses active selection.

  • GDMA follows a multi strategy strategy; AGOX uses active selection.
  • GDMA costs 0.58% less per year.
  • Over the last three years, AGOX has delivered higher annualized returns.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDMAAGOX
Annual cost (TER)0.75%1.33%
Fund size (AUM)$204M$387M
Since20182012
Dividend yield2.59%0.00%
Asset classalternativealternative
Region
Strategymulti strategyactive selection
CAGR 1Y+28.3%+27.6%
CAGR 3Y+16.3%+18.6%
CAGR 5Y+7.3%+8.5%
Sharpe 3Y1.160.78
Volatility 1Y14.39%18.54%
Max drawdown-16.66%-27.72%

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

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