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AMAX vs FCEF
Adaptive Hedged Multi-Asset Income ETF vs First Trust Income Opportunity ETF
Key differences
- AMAX costs 2.33% less per year.
- AMAX is classified as alternative, while FCEF is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; FCEF uses active selection.
- Over the last 3 years, FCEF has delivered higher annualized returns.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | FCEF | |
|---|---|---|
| Annual cost (TER) | 1.36% | 3.69% |
| Fund size (AUM) | $60M | $75M |
| Since | 2009 | 2016 |
| Dividend yield | 10.63% | 6.24% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +12.5% | +19.6% |
| CAGR 3Y | +9.4% | +16.4% |
| CAGR 5Y | N/A | +6.8% |
| Sharpe 3Y | 0.60 | 1.22 |
| Volatility 1Y | 10.01% | 7.86% |
| Max drawdown | -16.25% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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