Screener
AMAX vs FORH
Adaptive Hedged Multi-Asset Income ETF vs Formidable ETF
Key differences
Both AMAX and FORH are alternative ETFs. AMAX charges 1.36% a year and FORH 1.19%. The main difference: FORH costs 0.17% less per year.
- FORH costs 0.17% less per year.
- AMAX is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three 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 | FORH | |
|---|---|---|
| Annual cost (TER) | 1.36% | 1.19% |
| Fund size (AUM) | $64M | $20M |
| Since | 2009 | 2021 |
| Dividend yield | 10.96% | 1.73% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | option income |
| CAGR 1Y | +8.9% | +9.5% |
| CAGR 3Y | +8.3% | +3.3% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 0.49 | 0.06 |
| Volatility 1Y | 10.31% | 16.05% |
| Max drawdown | -16.25% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.