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AMAX vs IGBH

Adaptive Hedged Multi-Asset Income ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

iShares

Annual cost

0.14%

Fund size

$171M

Key differences

  • IGBH costs 1.22% less per year.
  • AMAX is classified as alternative, while IGBH is fixed income — different risk/return profiles.
  • AMAX follows a option income strategy; IGBH uses index tracking.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXIGBH
Annual cost (TER)1.36%0.14%
Fund size (AUM)$60M$171M
Since20092015
Dividend yield10.63%5.92%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+11.8%+10.7%
CAGR 3Y+9.4%+9.5%
CAGR 5YN/A+5.4%
Sharpe 3Y0.591.14
Volatility 1Y9.98%4.10%
Max drawdown-16.25%-33.67%

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

Similar to AMAX and IGBH