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XNAV vs AGOX
FundX Aggressive ETF vs Adaptive Alpha Opportunities ETF
Key differences
- XNAV costs 0.06% less per year.
- AGOX is significantly larger than XNAV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XNAV | AGOX | |
|---|---|---|
| Annual cost (TER) | 1.27% | 1.33% |
| Fund size (AUM) | $31M | $364M |
| Since | 2002 | 2012 |
| Dividend yield | 0.51% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.8% | +25.0% |
| CAGR 3Y | +24.6% | +18.6% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | 1.06 | 0.78 |
| Volatility 1Y | 16.40% | 18.38% |
| Max drawdown | -24.27% | -27.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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