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AMAX vs BTR
Adaptive Hedged Multi-Asset Income ETF vs Beacon Tactical Risk ETF
Key differences
- BTR costs 0.28% less per year.
- AMAX is classified as alternative, while BTR is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; BTR uses active selection.
- Over the last 3 years, AMAX has delivered higher annualized returns.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | BTR | |
|---|---|---|
| Annual cost (TER) | 1.36% | 1.08% |
| Fund size (AUM) | $60M | $37M |
| Since | 2009 | 2023 |
| Dividend yield | 10.63% | 1.19% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +20.4% |
| CAGR 3Y | +9.4% | +4.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 0.11 |
| Volatility 1Y | 9.98% | 9.77% |
| Max drawdown | -16.25% | -16.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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