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AMAX vs YYY

Adaptive Hedged Multi-Asset Income ETF vs Amplify CEF High Income ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

YYY

Amplify CEF High Income ETF

Annual cost

3.23%

Fund size

$734M

Key differences

AMAX is an alternative ETF, while YYY is an equity ETF. AMAX charges 1.36% a year and YYY 3.23%.

  • AMAX is an alternative fund, while YYY is an equity fund. They carry different risk/return profiles.
  • AMAX follows a option income strategy; YYY uses index tracking.
  • AMAX costs 1.87% less per year.
  • YYY is much larger than AMAX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, YYY has delivered higher annualized returns.

Side-by-side comparison

AMAXYYY
Annual cost (TER)1.36%3.23%
Fund size (AUM)$64M$734M
Since20092012
Dividend yield10.96%12.49%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+7.6%+10.5%
CAGR 3Y+7.9%+12.2%
CAGR 5YN/A+2.8%
Sharpe 3Y0.450.82
Volatility 1Y10.26%8.67%
Max drawdown-16.25%-42.52%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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