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AMAX vs ISBG

Adaptive Hedged Multi-Asset Income ETF vs IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

Key differences

Both AMAX and ISBG are alternative ETFs. AMAX charges 1.36% a year and ISBG 1.14%. The main difference: AMAX follows a option income strategy; ISBG uses active selection.

  • AMAX follows a option income strategy; ISBG uses active selection.
  • ISBG costs 0.22% less per year.
  • AMAX is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXISBG
Annual cost (TER)1.36%1.14%
Fund size (AUM)$64M$5M
Since20092026
Dividend yield10.96%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+9.1%N/A
CAGR 3Y+8.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.50N/A
Volatility 1Y10.26%
Max drawdown-16.25%-49.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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