Screener
AMAX vs AOM
Adaptive Hedged Multi-Asset Income ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
- AOM costs 1.21% less per year.
- AOM is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX is classified as alternative, while AOM is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; AOM uses index tracking.
- Over the last 3 years, AOM has delivered higher annualized returns.
Side-by-side comparison
| AMAX | AOM | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.15% |
| Fund size (AUM) | $60M | $1.7B |
| Since | 2009 | 2008 |
| Dividend yield | 10.63% | 3.04% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | index tracking |
| CAGR 1Y | +11.8% | +15.2% |
| CAGR 3Y | +9.4% | +10.8% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 0.59 | 0.96 |
| Volatility 1Y | 9.98% | 6.55% |
| Max drawdown | -16.25% | -19.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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