Screener
AMAX vs CGMS
Adaptive Hedged Multi-Asset Income ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
- CGMS costs 0.97% less per year.
- CGMS is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX is classified as alternative, while CGMS is fixed income — different risk/return profiles.
- AMAX follows a option income strategy; CGMS uses index tracking.
- 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 | CGMS | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.39% |
| Fund size (AUM) | $60M | $4.7B |
| Since | 2009 | 2022 |
| Dividend yield | 10.63% | 5.93% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +11.8% | +7.9% |
| CAGR 3Y | +9.4% | +8.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 0.92 |
| Volatility 1Y | 9.98% | 3.49% |
| Max drawdown | -16.25% | -4.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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