Screener
AMAX vs AOA
Adaptive Hedged Multi-Asset Income ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 1.21% less per year.
- AOA is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX is classified as alternative, while AOA is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; AOA uses index tracking.
- Over the last 3 years, AOA has delivered higher annualized returns.
Side-by-side comparison
| AMAX | AOA | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.15% |
| Fund size (AUM) | $60M | $3.0B |
| Since | 2009 | 2008 |
| Dividend yield | 10.63% | 2.12% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | index tracking |
| CAGR 1Y | +11.8% | +24.6% |
| CAGR 3Y | +9.4% | +17.5% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | 0.59 | 1.14 |
| Volatility 1Y | 9.98% | 10.68% |
| Max drawdown | -16.25% | -28.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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