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MATE vs AGOX

Man Active Trend Enhanced ETF vs Adaptive Alpha Opportunities ETF

MATE

Man Active Trend Enhanced ETF

Annual cost

0.97%

Fund size

$39M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

Both MATE and AGOX are alternative ETFs. MATE charges 0.97% a year and AGOX 1.33%. The main difference: MATE follows a tactical allocation strategy; AGOX uses active selection.

  • MATE follows a tactical allocation strategy; AGOX uses active selection.
  • MATE costs 0.36% less per year.
  • AGOX is much larger than MATE. 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

MATEAGOX
Annual cost (TER)0.97%1.33%
Fund size (AUM)$39M$387M
Since20252012
Dividend yield0.00%
Asset classalternativealternative
Regionemerging markets
Strategytactical allocationactive selection
CAGR 1YN/A+27.6%
CAGR 3YN/A+18.6%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.78
Volatility 1Y18.54%
Max drawdown-13.24%-27.72%

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

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