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AMAX vs HIGH

Adaptive Hedged Multi-Asset Income ETF vs Simplify Enhanced Income ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

HIGH

Simplify Enhanced Income ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$79M

Key differences

  • HIGH costs 0.86% less per year.
  • 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

AMAXHIGH
Annual cost (TER)1.36%0.50%
Fund size (AUM)$60M$79M
Since20092022
Dividend yield10.63%7.86%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+11.8%-4.6%
CAGR 3Y+9.4%+3.1%
CAGR 5YN/AN/A
Sharpe 3Y0.590.00
Volatility 1Y9.98%8.98%
Max drawdown-16.25%-9.50%

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

Similar to AMAX and HIGH