Screener
NDAA vs AGOX
Ned Davis Research 360 Dynamic Allocation ETF vs Adaptive Alpha Opportunities ETF
Key differences
Both NDAA and AGOX are alternative ETFs. NDAA charges 0.65% a year and AGOX 1.33%. The main difference: NDAA follows a tactical allocation strategy; AGOX uses active selection.
- NDAA follows a tactical allocation strategy; AGOX uses active selection.
- NDAA costs 0.68% less per year.
- AGOX is much larger than NDAA. 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
| NDAA | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.33% |
| Fund size (AUM) | $5M | $387M |
| Since | 2024 | 2012 |
| Dividend yield | 2.44% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +22.4% | +27.6% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 11.20% | 18.54% |
| Max drawdown | -13.50% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.