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DEFR vs ADME

Aptus Deferred Income ETF vs Aptus Drawdown Managed Equity ETF

DEFR

Aptus Deferred Income ETF

Annual cost

0.79%

Fund size

$122M

ADME

Aptus Drawdown Managed Equity ETF

Annual cost

0.79%

Fund size

$280M

Key differences

Both DEFR and ADME are alternative ETFs. DEFR charges 0.79% a year and ADME 0.79%. The main difference: ADME has a longer track record, which may reduce uncertainty around long-term behavior.

  • ADME has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DEFRADME
Annual cost (TER)0.79%0.79%
Fund size (AUM)$122M$280M
Since20252016
Dividend yield0.00%0.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+5.2%+18.1%
CAGR 3YN/A+16.9%
CAGR 5YN/A+7.9%
Sharpe 3YN/A1.04
Volatility 1Y5.17%10.46%
Max drawdown-3.90%-27.49%

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

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