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AMAX vs FSYD

Adaptive Hedged Multi-Asset Income ETF vs Fidelity Sustainable High Yield ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

FSYD

Fidelity Sustainable High Yield ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$113M

Key differences

  • FSYD costs 0.81% less per year.
  • AMAX is classified as alternative, while FSYD is fixed income — different risk/return profiles.
  • AMAX follows a option income strategy; FSYD uses index tracking.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXFSYD
Annual cost (TER)1.36%0.55%
Fund size (AUM)$60M$113M
Since20092022
Dividend yield10.63%6.39%
Asset classalternativefixed income
Region
Strategyoption incomeindex tracking
CAGR 1Y+11.8%+10.7%
CAGR 3Y+9.4%+9.8%
CAGR 5YN/AN/A
Sharpe 3Y0.591.10
Volatility 1Y9.98%4.25%
Max drawdown-16.25%-12.11%

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

Similar to AMAX and FSYD