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