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AAAA vs ADME

Amplius Aggressive Asset Allocation ETF vs Aptus Drawdown Managed Equity ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

ADME

Aptus Drawdown Managed Equity ETF

Annual cost

0.79%

Fund size

$280M

Key differences

AAAA is a mixed asset ETF, while ADME is an alternative ETF. AAAA charges 0.49% a year and ADME 0.79%.

  • AAAA is a mixed asset fund, while ADME is an alternative fund. They carry different risk/return profiles.
  • AAAA follows a tactical allocation strategy; ADME uses option income.
  • AAAA costs 0.30% less per year.
  • ADME has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAAAADME
Annual cost (TER)0.49%0.79%
Fund size (AUM)$281M$280M
Since20252016
Dividend yield0.37%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1YN/A+18.1%
CAGR 3YN/A+16.9%
CAGR 5YN/A+7.9%
Sharpe 3YN/A1.04
Volatility 1Y10.46%
Max drawdown-7.83%-27.49%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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