Screener
AMAX vs ACIO
Adaptive Hedged Multi-Asset Income ETF vs Aptus Collared Investment Opportunity 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.
- AMAX is classified as alternative, while ACIO is equity — different risk/return profiles.
- AMAX follows a option income strategy; ACIO uses active selection.
- 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
| AMAX | ACIO | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.79% |
| Fund size (AUM) | $60M | $2.3B |
| Since | 2009 | 2019 |
| Dividend yield | 10.63% | 0.39% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +17.0% |
| CAGR 3Y | +9.4% | +16.1% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | 0.59 | 1.20 |
| Volatility 1Y | 9.98% | 8.40% |
| Max drawdown | -16.25% | -14.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AMAX and ACIO
Explore further