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AMAX vs XXV

Adaptive Hedged Multi-Asset Income ETF vs Simplify Ancorato Target 25 Distribution ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$60M

XXV

Simplify Ancorato Target 25 Distribution ETF

Annual cost

0.85%

Fund size

$52M

Key differences

  • XXV costs 0.51% less per year.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXXXV
Annual cost (TER)1.36%0.85%
Fund size (AUM)$60M$52M
Since20092025
Dividend yield10.63%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+12.5%N/A
CAGR 3Y+9.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.60N/A
Volatility 1Y10.01%
Max drawdown-16.25%-8.90%

Similar to AMAX and XXV