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AMAX vs SHUS

Adaptive Hedged Multi-Asset Income ETF vs Stratified LargeCap Hedged ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SHUS costs 0.57% less per year.
  • Over the last 3 years, SHUS has delivered higher annualized returns.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXSHUS
Annual cost (TER)1.36%0.79%
Fund size (AUM)$60M$24M
Since20092021
Dividend yield10.63%1.29%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+11.8%+17.7%
CAGR 3Y+9.4%+10.5%
CAGR 5YN/AN/A
Sharpe 3Y0.590.61
Volatility 1Y9.98%10.18%
Max drawdown-16.25%-14.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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