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AMAX vs LRGC

Adaptive Hedged Multi-Asset Income ETF vs AB US Large Cap Strategic Equities ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

AMAX is an alternative ETF, while LRGC is an equity ETF. AMAX charges 1.36% a year and LRGC 0.39%.

  • AMAX is an alternative fund, while LRGC is an equity fund. They carry different risk/return profiles.
  • AMAX follows a option income strategy; LRGC uses active selection.
  • LRGC costs 0.97% less per year.
  • LRGC 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

AMAXLRGC
Annual cost (TER)1.36%0.39%
Fund size (AUM)$64M$1.3B
Since20092023
Dividend yield10.96%0.54%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+9.1%+21.7%
CAGR 3Y+8.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.50N/A
Volatility 1Y10.26%12.15%
Max drawdown-16.25%-19.38%

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

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