Screener
AMAX vs XNAV
Adaptive Hedged Multi-Asset Income ETF vs FundX Aggressive ETF
Key differences
- XNAV costs 0.09% less per year.
- AMAX follows a option income strategy; XNAV uses active selection.
- Over the last 3 years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | XNAV | |
|---|---|---|
| Annual cost (TER) | 1.36% | 1.27% |
| Fund size (AUM) | $60M | $31M |
| Since | 2009 | 2002 |
| Dividend yield | 10.63% | 0.51% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +41.8% |
| CAGR 3Y | +9.4% | +24.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | 1.06 |
| Volatility 1Y | 9.98% | 16.40% |
| Max drawdown | -16.25% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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