Screener
LALT vs AGOX
First Trust Multi-Strategy Alternative ETF vs Adaptive Alpha Opportunities ETF
Key differences
Both LALT and AGOX are alternative ETFs. LALT charges 1.18% a year and AGOX 1.33%. The main difference: LALT follows a multi strategy strategy; AGOX uses active selection.
- LALT follows a multi strategy strategy; AGOX uses active selection.
- LALT costs 0.15% less per year.
- AGOX is much larger than LALT. Larger funds are usually more liquid and less likely to close.
- 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
| LALT | AGOX | |
|---|---|---|
| Annual cost (TER) | 1.18% | 1.33% |
| Fund size (AUM) | $65M | $387M |
| Since | 2023 | 2012 |
| Dividend yield | 3.68% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +19.2% | +27.6% |
| CAGR 3Y | +10.1% | +18.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.04 | 0.78 |
| Volatility 1Y | 7.01% | 18.54% |
| Max drawdown | -6.96% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.