Screener
AMAX vs MSMR
Adaptive Hedged Multi-Asset Income ETF vs McElhenny Sheffield Managed Risk ETF
Key differences
- MSMR costs 0.30% less per year.
- AMAX is classified as alternative, while MSMR is equity — different risk/return profiles.
- AMAX follows a option income strategy; MSMR uses active selection.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | MSMR | |
|---|---|---|
| Annual cost (TER) | 1.36% | 1.06% |
| Fund size (AUM) | $60M | $166M |
| Since | 2009 | 2021 |
| Dividend yield | 10.63% | 1.88% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +25.9% |
| CAGR 3Y | +9.4% | +20.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 1.40 |
| Volatility 1Y | 9.98% | 12.03% |
| Max drawdown | -16.25% | -14.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AMAX and MSMR
Explore further