Screener
XXV vs AGOX
Simplify Ancorato Target 25 Distribution ETF vs Adaptive Alpha Opportunities ETF
Key differences
- XXV costs 0.48% less per year.
- AGOX is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- XXV follows a option income strategy; AGOX uses active selection.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XXV | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.85% | 1.33% |
| Fund size (AUM) | $52M | $364M |
| Since | 2025 | 2012 |
| Dividend yield | — | 0.00% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +27.3% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +8.9% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | — | 18.35% |
| Max drawdown | -8.90% | -27.72% |
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