Skip to content
Beacon
Screener

AMAX vs XRLX

Adaptive Hedged Multi-Asset Income ETF vs FundX Conservative ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

XRLX

FundX Conservative ETF

Fund X

Annual cost

1.20%

Fund size

$51M

Key differences

  • XRLX costs 0.16% less per year.
  • AMAX is classified as alternative, while XRLX is mixed asset — different risk/return profiles.
  • AMAX follows a option income strategy; XRLX uses active selection.
  • XRLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXXRLX
Annual cost (TER)1.36%1.20%
Fund size (AUM)$60M$51M
Since20092002
Dividend yield10.63%2.68%
Asset classalternativemixed asset
Region
Strategyoption incomeactive selection
CAGR 1Y+11.8%+17.7%
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y9.98%8.09%
Max drawdown-16.25%-15.34%

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

Similar to AMAX and XRLX