TBFG vs. AGOX
Compare and contrast key facts about The Brinsmere Fund - Growth ETF (TBFG) and Adaptive Alpha Opportunities ETF (AGOX).
TBFG and AGOX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TBFG is an actively managed fund by The Brinsmere Funds. It was launched on Jan 12, 2024. AGOX is managed by Adaptive Funds. It was launched on Sep 20, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBFG or AGOX.
Correlation
The correlation between TBFG and AGOX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TBFG vs. AGOX - Performance Comparison
Key characteristics
TBFG:
0.23
AGOX:
0.48
TBFG:
0.41
AGOX:
0.86
TBFG:
1.06
AGOX:
1.11
TBFG:
0.22
AGOX:
0.56
TBFG:
0.86
AGOX:
1.65
TBFG:
3.38%
AGOX:
7.18%
TBFG:
12.53%
AGOX:
25.78%
TBFG:
-13.42%
AGOX:
-27.72%
TBFG:
-5.29%
AGOX:
-7.79%
Returns By Period
In the year-to-date period, TBFG achieves a -1.42% return, which is significantly lower than AGOX's -0.14% return.
TBFG
-1.42%
9.40%
-4.53%
2.90%
N/A
N/A
AGOX
-0.14%
16.49%
-4.79%
12.33%
N/A
N/A
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TBFG vs. AGOX - Expense Ratio Comparison
TBFG has a 0.42% expense ratio, which is lower than AGOX's 1.69% expense ratio.
Risk-Adjusted Performance
TBFG vs. AGOX — Risk-Adjusted Performance Rank
TBFG
AGOX
TBFG vs. AGOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Brinsmere Fund - Growth ETF (TBFG) 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.
Dividends
TBFG vs. AGOX - Dividend Comparison
TBFG's dividend yield for the trailing twelve months is around 2.65%, less than AGOX's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
TBFG The Brinsmere Fund - Growth ETF | 2.65% | 2.43% | 0.00% | 0.00% | 0.00% |
AGOX Adaptive Alpha Opportunities ETF | 3.95% | 3.94% | 0.27% | 0.20% | 3.65% |
Drawdowns
TBFG vs. AGOX - Drawdown Comparison
The maximum TBFG drawdown since its inception was -13.42%, smaller than the maximum AGOX drawdown of -27.72%. Use the drawdown chart below to compare losses from any high point for TBFG and AGOX. For additional features, visit the drawdowns tool.
Volatility
TBFG vs. AGOX - Volatility Comparison
The current volatility for The Brinsmere Fund - Growth ETF (TBFG) is 6.32%, while Adaptive Alpha Opportunities ETF (AGOX) has a volatility of 15.49%. This indicates that TBFG experiences smaller price fluctuations and is considered to be less risky than AGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.