Screener
AMAX vs BALI
Adaptive Hedged Multi-Asset Income ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
Both AMAX and BALI are alternative ETFs. AMAX charges 1.36% a year and BALI 0.35%. The main difference: BALI costs 1.01% less per year.
- BALI costs 1.01% less per year.
- BALI is much larger than AMAX. Larger funds are usually more liquid and less likely to close.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | BALI | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.35% |
| Fund size (AUM) | $64M | $1.2B |
| Since | 2009 | 2023 |
| Dividend yield | 10.96% | 2.35% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | option income | option income |
| CAGR 1Y | +10.2% | +24.7% |
| CAGR 3Y | +8.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.50 | N/A |
| Volatility 1Y | 10.24% | 10.21% |
| Max drawdown | -16.25% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.