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AMAX vs LQTI

Adaptive Hedged Multi-Asset Income ETF vs FT Vest Investment Grade & Target Income ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

LQTI

FT Vest Investment Grade & Target Income ETF

Annual cost

0.65%

Fund size

$288M

Key differences

Both AMAX and LQTI are alternative ETFs. AMAX charges 1.36% a year and LQTI 0.65%. The main difference: LQTI costs 0.71% less per year.

  • LQTI costs 0.71% less per year.
  • LQTI is much larger than AMAX. 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

AMAXLQTI
Annual cost (TER)1.36%0.65%
Fund size (AUM)$64M$288M
Since20092025
Dividend yield10.96%9.06%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+8.9%+5.5%
CAGR 3Y+8.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.49N/A
Volatility 1Y10.31%5.16%
Max drawdown-16.25%-3.41%

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

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