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AMAX vs SYFI

Adaptive Hedged Multi-Asset Income ETF vs AB Short Duration High Yield ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

SYFI

AB Short Duration High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$895M

Key differences

  • SYFI costs 0.96% less per year.
  • SYFI is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
  • AMAX follows a option income strategy; SYFI uses active selection.

Side-by-side comparison

AMAXSYFI
Annual cost (TER)1.36%0.40%
Fund size (AUM)$60M$895M
Since20092011
Dividend yield10.63%6.25%
Asset classalternativealternative
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%+7.5%
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y9.98%3.20%
Max drawdown-16.25%-4.49%

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

Similar to AMAX and SYFI