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IMOM vs AGOX

Alpha Architect International Quantitative Momentum ETF vs Adaptive Alpha Opportunities ETF

IMOM

Alpha Architect International Quantitative Momentum ETF

Alpha Architect

Annual cost

0.38%

Fund size

$153M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • IMOM costs 0.95% less per year.
  • IMOM is classified as equity, while AGOX is alternative — different risk/return profiles.
  • Over the last 3 years, IMOM has delivered higher annualized returns.

Side-by-side comparison

IMOMAGOX
Annual cost (TER)0.38%1.33%
Fund size (AUM)$153M$364M
Since20152012
Dividend yield2.19%0.00%
Asset classequityalternative
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+49.2%+25.0%
CAGR 3Y+23.8%+18.6%
CAGR 5Y+10.2%+8.6%
Sharpe 3Y1.030.78
Volatility 1Y19.42%18.38%
Max drawdown-45.74%-27.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IMOM and AGOX