Screener
ACIO vs AMAX
Aptus Collared Investment Opportunity ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
- ACIO costs 0.57% less per year.
- ACIO is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- ACIO is classified as equity, while AMAX is alternative — different risk/return profiles.
- ACIO follows a active selection strategy; AMAX uses option income.
- Over the last 3 years, ACIO has delivered higher annualized returns.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ACIO | AMAX | |
|---|---|---|
| Annual cost (TER) | 0.79% | 1.36% |
| Fund size (AUM) | $2.3B | $60M |
| Since | 2019 | 2009 |
| Dividend yield | 0.39% | 10.63% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +17.0% | +11.8% |
| CAGR 3Y | +16.1% | +9.4% |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 1.20 | 0.59 |
| Volatility 1Y | 8.40% | 9.98% |
| Max drawdown | -14.19% | -16.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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