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AMAX vs XV

Adaptive Hedged Multi-Asset Income ETF vs Simplify Target 15 Distribution ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$60M

XV

Simplify Target 15 Distribution ETF

Annual cost

0.75%

Fund size

$60M

Key differences

  • XV costs 0.61% less per year.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXXV
Annual cost (TER)1.36%0.75%
Fund size (AUM)$60M$60M
Since20092025
Dividend yield10.63%13.61%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+12.5%+16.3%
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.60N/A
Volatility 1Y10.01%9.43%
Max drawdown-16.25%-5.73%

Similar to AMAX and XV