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AMAX vs AGOX
Adaptive Hedged Multi-Asset Income ETF vs Adaptive Alpha Opportunities ETF
Key differences
- AGOX is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX follows a option income strategy; AGOX uses active selection.
- Over the last 3 years, AGOX has delivered higher annualized returns.
Side-by-side comparison
| AMAX | AGOX | |
|---|---|---|
| Annual cost (TER) | 1.36% | 1.33% |
| Fund size (AUM) | $60M | $364M |
| Since | 2009 | 2012 |
| Dividend yield | 10.63% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +25.0% |
| CAGR 3Y | +9.4% | +18.6% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | 0.59 | 0.78 |
| Volatility 1Y | 9.98% | 18.38% |
| Max drawdown | -16.25% | -27.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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