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RFFC vs AGOX

ALPS Active Equity Opportunity ETF vs Adaptive Alpha Opportunities ETF

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

AGOX

Adaptive Alpha Opportunities ETF

Annual cost

1.33%

Fund size

$387M

Key differences

RFFC is an equity ETF, while AGOX is an alternative ETF. RFFC charges 0.48% a year and AGOX 1.33%.

  • RFFC is an equity fund, while AGOX is an alternative fund. They carry different risk/return profiles.
  • RFFC costs 0.85% less per year.
  • AGOX is much larger than RFFC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RFFC has delivered higher annualized returns.

Side-by-side comparison

RFFCAGOX
Annual cost (TER)0.48%1.33%
Fund size (AUM)$30M$387M
Since20162012
Dividend yield0.72%0.00%
Asset classequityalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.9%+25.5%
CAGR 3Y+21.7%+18.8%
CAGR 5Y+12.2%+8.3%
Sharpe 3Y1.220.79
Volatility 1Y12.26%18.39%
Max drawdown-36.26%-27.72%

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

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