Screener
TRFM vs AGOX
AAM Transformers ETF vs Adaptive Alpha Opportunities ETF
Key differences
TRFM is an equity ETF, while AGOX is an alternative ETF. TRFM charges 0.49% a year and AGOX 1.33%.
- TRFM is an equity fund, while AGOX is an alternative fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; AGOX uses active selection.
- TRFM costs 0.84% less per year.
- Over the last three years, TRFM has delivered higher annualized returns.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.49% | 1.33% |
| Fund size (AUM) | $213M | $387M |
| Since | 2022 | 2012 |
| Dividend yield | 0.13% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +25.5% |
| CAGR 3Y | +29.6% | +18.8% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 1.03 | 0.79 |
| Volatility 1Y | 23.37% | 18.39% |
| Max drawdown | -28.40% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.