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XCOR vs AGOX

Fundx ETF vs Adaptive Alpha Opportunities ETF

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • XCOR costs 0.18% less per year.
  • XCOR is classified as equity, while AGOX is alternative — different risk/return profiles.
  • Over the last 3 years, XCOR has delivered higher annualized returns.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCORAGOX
Annual cost (TER)1.15%1.33%
Fund size (AUM)$180M$364M
Since20012012
Dividend yield0.41%0.00%
Asset classequityalternative
Region
Strategyactive selectionactive selection
CAGR 1Y+31.1%+25.0%
CAGR 3Y+23.0%+18.6%
CAGR 5YN/A+8.6%
Sharpe 3Y1.080.78
Volatility 1Y12.91%18.38%
Max drawdown-22.54%-27.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XCOR and AGOX