AGOX vs CAML
Comparison between ADAPTIVE ALPHA OPPORTUNITIES ETF (AGOX, ETF) and CONGRESS LARGE CAP GROWTH ETF (CAML, ETF).
AGOX vs CAML - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGOX
$387M
CAML
$386M
Expense Ratio
AGOX
1.33%
Winner
CAML
0.65%
Max Drawdown
AGOX
30.21%
Winner
CAML
21.06%
Sharpe Ratio
Winner
AGOX
1.17
CAML
0.58
5Y Beta
Winner
AGOX
0.98
CAML
1.09
P/E Ratio
AGOX
N/A
CAML
39.34
Forward P/E
AGOX
N/A
CAML
31.06
PEG Ratio
AGOX
N/A
CAML
0.62
5Y EPS CAGR
AGOX
N/A
CAML
32.18%
Debt to Equity
AGOX
N/A
CAML
22.61%
P/S Ratio
AGOX
N/A
CAML
7.68
P/B Ratio
AGOX
N/A
CAML
10.89
AGOX vs CAML - Holdings Comparison
AGOX and CAML have 3 common holdings. Overlap is 1.32%
AGOX's top 25 holdings weight is 90.80%. CAML's top 25 holdings weight is 80.24%.
| Rank | AGOX | CAML |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 11.03% | NVIDIA CORP (NVDA) - 8.01% |
| #2 | INVESCO QQQ TRUST (QQQ) - 8.38% | APPLE INC (AAPL) - 6.00% |
| #3 | INTUIT INC (INTU) - 6.62% | MICROSOFT CORP (MSFT) - 4.99% |
| #4 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 6.38% | ALPHABET INC CLASS A (GOOGL) - 4.94% |
| #5 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 5.79% | BROADCOM INC (AVGO) - 4.60% |
| #6 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 4.56% | GE VERNOVA INC (GEV) - 3.79% |
| #7 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 4.33% | HOWMET AEROSPACE INC (HWM) - 3.36% |
| #8 | SPDR® GOLD SHARES (GLD) - 3.58% | AMAZON.COM INC (AMZN) - 3.13% |
| #9 | WDC 270115C0027000 (n/a) - 3.55% | EATON CORP PLC (ETN) - 3.09% |
| #10 | SMH 260918C0053000 (n/a) - 3.20% | TJX COMPANIES INC (TJX) - 2.96% |
| #11 | SMH 260717C0039500 (n/a) - 2.97% | AMPHENOL CORP CLASS A (APH) - 2.72% |
| #12 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.85% | ARISTA NETWORKS INC (ANET) - 2.69% |
| #13 | NVIDIA CORP (NVDA) - 2.76% | META PLATFORMS INC CLASS A (META) - 2.67% |
| #14 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 2.50% | WELLTOWER INC (WELL) - 2.52% |
| #15 | SMH 260918C0057000 (n/a) - 2.47% | THE GOLDMAN SACHS GROUP INC (GS) - 2.52% |
| #16 | QQQ 260821C0064000 (n/a) - 2.47% | COSTCO WHOLESALE CORP (COST) - 2.47% |
| #17 | HOWMET AEROSPACE INC (HWM) - 2.43% | ARM HOLDINGS PLC ADR (ARM) - 2.43% |
| #18 | QQQ 260918P0074500 (n/a) - 2.16% | VISA INC CLASS A (V) - 2.38% |
| #19 | SMH 260618C0038500 (n/a) - 2.12% | MONGODB INC CLASS A (MDB) - 2.35% |
| #20 | SMH 260717C0046500 (n/a) - 2.10% | WILLIAMS COMPANIES INC (WMB) - 2.34% |
| #21 | ISHARES MSCI EAFE VALUE ETF (EFV) - 1.98% | ASML HOLDING NV ADR (ASML) - 2.19% |
| #22 | QQQ 261218C0070500 (n/a) - 1.85% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.09% |
| #23 | INTU 260626P0040000 (n/a) - 1.68% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.01% |
| #24 | EWY 260618C0014500 (n/a) - 1.56% | ECOLAB INC (ECL) - 2.00% |
| #25 | VANGUARD FTSE EUROPE ETF (VGK) - 1.48% | PARKER HANNIFIN CORP (PH) - 1.99% |
| Total Holdings | 271 | 40 |
AGOX vs CAML - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGOX
+1.19%
CAML
-0.76%
3M
Winner
AGOX
+28.97%
CAML
+10.80%
6M
Winner
AGOX
+16.23%
CAML
+1.68%
1Y
Winner
AGOX
+24.22%
CAML
+10.28%
5Y(CAGR)
AGOX
+8.55%
CAML
N/A
Max(CAGR)
AGOX
+9.57%
Winner
CAML
+17.31%
AGOX vs CAML - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AGOX | CAML |
|---|---|---|
| 2026 | +18.74% | +2.82% |
| 2025 | +7.02% | +12.46% |
| 2024 | +16.55% | +24.65% |
| 2023 | +19.27% | +10.13% |
| 2022 | -19.09% | N/A |
| 2021 | +9.84% | N/A |
AGOX vs CAML Drawdown Comparison
The maximum drawdown for AGOX was -26.92%, occurring on Oct 14, 2022. Recovery took 578 trading sessions.
The maximum drawdown for CAML was -21.06%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.
The current AGOX drawdown is -3.31%. The current CAML drawdown is -3.39%.
| Rank | AGOX | CAML |
|---|---|---|
| #1 | -26.92% Nov 16, 2021 - Mar 7, 2024 | -21.06% Feb 10, 2025 - Jun 27, 2025 |
| #2 | -21.15% Jan 23, 2025 - Jun 30, 2025 | -14.86% Oct 29, 2025 - May 28, 2026 |
| #3 | -15.36% Oct 28, 2025 - Apr 15, 2026 | -9.71% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -8.86% Aug 19, 2024 - Oct 14, 2024 | -9.04% Sep 1, 2023 - Nov 14, 2023 |
| #5 | -8.25% Mar 7, 2024 - May 24, 2024 | -6.33% Mar 21, 2024 - May 15, 2024 |
| #6 | -8.15% Jul 10, 2024 - Aug 15, 2024 | -5.78% Dec 4, 2024 - Feb 10, 2025 |
| #7 | -6.73% Dec 4, 2024 - Jan 22, 2025 | -5.55% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -6.18% Oct 14, 2024 - Dec 2, 2024 | -3.08% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -4.83% Jul 2, 2021 - Jul 29, 2021 | -3.05% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -4.61% Sep 2, 2021 - Oct 19, 2021 | -3.04% Nov 12, 2024 - Nov 26, 2024 |
| #11 | -3.62% May 14, 2026 - Jun 1, 2026 | -2.72% Dec 19, 2023 - Jan 10, 2024 |
| #12 | -3.44% Aug 11, 2021 - Aug 25, 2021 | -2.49% May 15, 2024 - Jun 10, 2024 |
| #13 | -3.39% Jun 15, 2026 - Jun 23, 2026 | -2.11% Feb 9, 2024 - Feb 22, 2024 |
| #14 | -3.08% May 28, 2024 - Jun 12, 2024 | -2.05% Aug 12, 2025 - Aug 28, 2025 |
| #15 | -2.97% Jun 2, 2026 - Jun 15, 2026 | -1.92% Jul 30, 2025 - Aug 6, 2025 |
Correlation
Correlation between AGOX and CAML is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2025)
AGOX vs CAML dividend yield comparison.
| Year | AGOX | CAML |
|---|---|---|
| 2025 | 3.23% | 0.00% |
| 2024 | 3.94% | 0.06% |
| 2023 | 0.27% | 0.15% |
| 2022 | 0.20% | 0.00% |
| 2021 | 6.36% | 0.00% |
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