Skip to content
Beacon
Screener

AMAX vs AOK

Adaptive Hedged Multi-Asset Income ETF vs iShares Core 30/70 Conservative Allocation ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

AOK

iShares Core 30/70 Conservative Allocation ETF

iShares

Annual cost

0.15%

Fund size

$756M

Key differences

  • AOK costs 1.21% less per year.
  • AOK is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
  • AMAX is classified as alternative, while AOK is mixed asset — different risk/return profiles.
  • AMAX follows a option income strategy; AOK uses active selection.

Side-by-side comparison

AMAXAOK
Annual cost (TER)1.36%0.15%
Fund size (AUM)$60M$756M
Since20092008
Dividend yield10.63%3.32%
Asset classalternativemixed asset
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%+12.7%
CAGR 3Y+9.4%+9.2%
CAGR 5YN/A+3.8%
Sharpe 3Y0.590.86
Volatility 1Y9.98%5.78%
Max drawdown-16.25%-18.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AMAX and AOK