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AMAX vs DRSK

Adaptive Hedged Multi-Asset Income ETF vs Aptus Defined Risk ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

DRSK

Aptus Defined Risk ETF

APTUS ETFs

Annual cost

0.78%

Fund size

$1.5B

Key differences

  • DRSK costs 0.58% less per year.
  • DRSK is significantly larger than AMAX — larger funds tend to be 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

AMAXDRSK
Annual cost (TER)1.36%0.78%
Fund size (AUM)$60M$1.5B
Since20092018
Dividend yield10.63%3.72%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+11.8%+9.1%
CAGR 3Y+9.4%+9.0%
CAGR 5YN/A+2.8%
Sharpe 3Y0.590.68
Volatility 1Y9.98%8.23%
Max drawdown-16.25%-19.87%

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

Similar to AMAX and DRSK