EZRO vs. AGOX
EZRO (AlphaDroid Defensive Sector Rotation ETF) and AGOX (Adaptive Alpha Opportunities ETF) are both Tactical Allocation funds. Both are actively managed. A 0.58 correlation means they provide meaningful diversification when combined. EZRO charges 1.01%/yr vs 1.33%/yr for AGOX.
Performance
EZRO vs. AGOX - Performance Comparison
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Returns By Period
In the year-to-date period, EZRO achieves a -2.07% return, which is significantly lower than AGOX's 17.04% return.
EZRO
- 1D
- -2.64%
- 1M
- -5.59%
- 6M
- -5.47%
- YTD
- -2.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGOX
- 1D
- -0.33%
- 1M
- -4.35%
- 6M
- 11.39%
- YTD
- 17.04%
- 1Y
- 16.60%
- 3Y*
- 14.45%
- 5Y*
- 8.44%
- 10Y*
- —
EZRO vs. AGOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | -2.07% | -3.19% |
AGOX Adaptive Alpha Opportunities ETF | 17.04% | -5.03% |
Correlation
The correlation between EZRO and AGOX is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | 0.58 |
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Return for Risk
EZRO vs. AGOX — Risk / Return Rank
EZRO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGOX
EZRO vs. AGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaDroid Defensive Sector Rotation ETF (EZRO) and Adaptive Alpha Opportunities ETF (AGOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EZRO | AGOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.17 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.09 | — |
| Martin ratioReturn relative to average drawdown | — | 3.86 | — |
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Drawdowns
EZRO vs. AGOX - Drawdown Comparison
The maximum EZRO drawdown since its inception was -13.07%, smaller than the maximum AGOX drawdown of -26.93%. Use the drawdown chart below to compare losses from any high point for EZRO and AGOX.
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Drawdown Indicators
| EZRO | AGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.07% | -26.93% | +13.86% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.32% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.93% | — |
Current DrawdownCurrent decline from peak | -13.07% | -5.78% | -7.29% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -8.05% | +3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.31% | — |
Volatility
EZRO vs. AGOX - Volatility Comparison
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Volatility by Period
| EZRO | AGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.09% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.68% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.69% | 19.08% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 19.84% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 19.68% | +2.01% |
EZRO vs. AGOX - Expense Ratio Comparison
EZRO has a 1.01% expense ratio, which is lower than AGOX's 1.33% expense ratio.
Dividends
EZRO vs. AGOX - Dividend Comparison
EZRO has not paid dividends to shareholders, while AGOX's dividend yield for the trailing twelve months is around 2.76%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AGOX Adaptive Alpha Opportunities ETF | 2.76% | 3.23% | 3.94% | 0.27% | 0.20% | 6.36% |
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EZRO and AGOX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EZRO is cheaper at 1.01% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EZRO is cheaper with a 1.01% expense ratio, compared with 1.33% for AGOX.
AGOX has the higher dividend yield at 2.76%, compared with 0.00% for EZRO.
They also come from different issuers: AlphaDroid and Adaptive Funds. Their fees differ too: 1.01% for EZRO and 1.33% for AGOX.
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