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ISSB vs AGOX

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs Adaptive Alpha Opportunities ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

Both ISSB and AGOX are alternative ETFs. ISSB charges 1.14% a year and AGOX 1.33%. The main difference: ISSB follows a option income strategy; AGOX uses active selection.

  • ISSB follows a option income strategy; AGOX uses active selection.
  • ISSB costs 0.19% less per year.
  • AGOX is much larger than ISSB. 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

ISSBAGOX
Annual cost (TER)1.14%1.33%
Fund size (AUM)$2M$387M
Since20262012
Dividend yield0.00%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeactive selection
CAGR 1YN/A+26.3%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.78
Volatility 1Y18.39%
Max drawdown-30.57%-27.72%

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

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