Screener
AMAX vs YLD
Adaptive Hedged Multi-Asset Income ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.97% less per year.
- YLD is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- AMAX follows a option income strategy; YLD uses multi strategy.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | YLD | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.39% |
| Fund size (AUM) | $60M | $524M |
| Since | 2009 | 2015 |
| Dividend yield | 10.63% | 7.31% |
| Asset class | alternative | alternative |
| Region | — | global |
| Strategy | option income | multi strategy |
| CAGR 1Y | +11.8% | +8.3% |
| CAGR 3Y | +9.4% | +8.9% |
| CAGR 5Y | N/A | +5.0% |
| Sharpe 3Y | 0.59 | 0.90 |
| Volatility 1Y | 9.98% | 4.32% |
| Max drawdown | -16.25% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AMAX and YLD
Explore further