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AMAX vs RLY
Adaptive Hedged Multi-Asset Income ETF vs State Street Multi-Asset Real Return ETF
Key differences
- RLY costs 0.86% less per year.
- RLY is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX is classified as alternative, while RLY is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; RLY uses active selection.
- Over the last 3 years, RLY has delivered higher annualized returns.
Side-by-side comparison
| AMAX | RLY | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.50% |
| Fund size (AUM) | $60M | $1.2B |
| Since | 2009 | 2012 |
| Dividend yield | 10.63% | 2.84% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +33.0% |
| CAGR 3Y | +9.4% | +14.7% |
| CAGR 5Y | N/A | +10.7% |
| Sharpe 3Y | 0.59 | 0.95 |
| Volatility 1Y | 9.98% | 10.12% |
| Max drawdown | -16.25% | -34.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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