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AMAX vs XFLX

Adaptive Hedged Multi-Asset Income ETF vs FundX Flexible ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • XFLX costs 0.39% less per year.
  • AMAX is classified as alternative, while XFLX is fixed income — different risk/return profiles.
  • AMAX follows a option income strategy; XFLX uses active selection.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXXFLX
Annual cost (TER)1.36%0.97%
Fund size (AUM)$60M$49M
Since20092002
Dividend yield10.63%9.73%
Asset classalternativefixed income
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%+5.1%
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y9.98%3.52%
Max drawdown-16.25%-6.54%

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

Similar to AMAX and XFLX